Globe Life
469 hedge funds and large institutions have $6.22B invested in Globe Life in 2018 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 133 increasing their positions, 177 reducing their positions, and 54 closing their positions.
378% more call options, than puts
Call options by funds: $6.06M | Put options by funds: $1.27M
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
35% more first-time investments, than exits
New positions opened: 73 | Existing positions closed: 54
3% more funds holding
Funds holding: 455 → 469 (+14)
0.71% more ownership
Funds ownership: 75.02% → 75.73% (+0.71%)
15% less capital invested
Capital invested by funds: $7.29B → $6.22B (-$1.07B)
25% less repeat investments, than reductions
Existing positions increased: 133 | Existing positions reduced: 177
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$42.3M |
| 2 |
ACA
Anchor Capital Advisors
Boston,
Massachusetts
|
+$22.5M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$22.3M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$21.7M |
| 5 |
HSBC Holdings
London,
United Kingdom
|
+$19.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
-$42.1M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
-$22.7M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$19M |
| 4 |
FQ
First Quadrant
Glendale,
California
|
-$18M |
| 5 |
Janus Henderson Group
London,
United Kingdom
|
-$16.3M |
GL Hedge Fund Activity: Q4 2018 in Review
469 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Globe Life (GL) for Q4 2018, worth a combined $6.22B — down 15% from $7.29B a quarter earlier.
Buyers outnumbered sellers: 73 funds opened new GL positions and 54 closed out — a net gain of 19 holders — while 133 added to existing stakes and 177 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $42.3M. The largest seller was Jupiter Investment Management, cutting an estimated $42.1M.
- 469 institutional investors held Globe Life (GL) as of Q4 2018, up from 455 in Q3 2018.
- Funds reported $6.22B of Globe Life stock for Q4 2018, down 15% quarter-over-quarter.
- 73 funds opened new Globe Life positions in Q4 2018 and 54 closed out, a net change of +19 holders.
- The largest Globe Life buyer in Q4 2018 was Wellington Management Group, an estimated $42.3M added.
- The largest Globe Life seller in Q4 2018 was Jupiter Investment Management, an estimated $42.1M sold.
Based on aggregated 13F filings for Q4 2018.