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Globe Life

472 hedge funds and large institutions have $8.47B invested in Globe Life in 2019 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 139 increasing their positions, 166 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

286% more call options, than puts

Call options by funds: $9.42M | Put options by funds: $2.44M

78% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 36

8% more capital invested

Capital invested by funds: $7.85B → $8.47B (+$620M)

4% more funds holding

Funds holding: 455472 (+17)

0.76% less ownership

Funds ownership: 75.46%74.69% (-0.76%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

16% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 166

Holders
472
Holders Change
+17
Holders Change %
+3.74%
% of All Funds
9.3%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.12%
New
64
Increased
139
Reduced
166
Closed
36
Calls
$9.42M
Puts
$2.44M
Net Calls
+$6.98M
Net Calls Change
+$5.87M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$71.1M +$11.8M +118,310 +21%
Charles Schwab
27
Charles Schwab
California
$69.5M +$452K +4,533 +0.7%
ACA
28
Anchor Capital Advisors
Massachusetts
$64.9M +$32.3M +324,249 +111%
Citadel Advisors
29
Citadel Advisors
Florida
$56.6M -$42.1M -422,349 -44%
EIC
30
Equity Investment Corp
Georgia
$53.9M -$2.84M -28,491 -5%
EVM
31
Eaton Vance Management
Massachusetts
$52.1M +$111K +1,112 +0.2%
American Century Companies
32
American Century Companies
Missouri
$51.5M -$363K -3,643 -0.7%
Wells Fargo
33
Wells Fargo
California
$50.1M +$4.52M +45,349 +11%
UBS AM
34
UBS AM
Illinois
$49.6M +$3.42M +34,332 +8%
New York State Common Retirement Fund
35
New York State Common Retirement Fund
New York
$47.4M +$4.56M +45,750 +11%
Sumitomo Mitsui Trust Group
36
Sumitomo Mitsui Trust Group
Japan
$45.4M +$459K +4,604 +1%
PPA
37
Parametric Portfolio Associates
Washington
$44.4M +$194K +1,944 +0.5%
N
38
Nuveen
North Carolina
$43.7M -$2.53M -25,344 -6%
Morgan Stanley
39
Morgan Stanley
New York
$40.9M +$9.84M +98,714 +34%
Public Sector Pension Investment Board (PSP Investments)
40
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$40.7M +$13.9M +139,518 +56%
CI Investments Inc
41
CI Investments Inc
Ontario, Canada
$40.6M -$2.04M -20,428 -5%
Swiss National Bank
42
Swiss National Bank
Switzerland
$34.4M -$1.81M -18,200 -5%
Lord, Abbett & Co
43
Lord, Abbett & Co
New Jersey
$33.4M -$8.72M -87,498 -22%
Pzena Investment Management
44
Pzena Investment Management
New York
$32M +$6.76M +67,801 +29%
Victory Capital Management
45
Victory Capital Management
Texas
$29.9M -$720K -7,220 -2%
Russell Investments Group
46
Russell Investments Group
United Kingdom
$27.2M -$82.5K -828 -0.3%
PI
47
PGGM Investments
Netherlands
$26.8M -$26.9M -269,966 -51%
Macquarie Group
48
Macquarie Group
Australia
$26.1M +$13.4M +134,800 +119%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$24.3M +$791K +7,932 +4%
Robeco Institutional Asset Management
50
Robeco Institutional Asset Management
Netherlands
$23.7M +$128K +1,279 +0.6%

GL Hedge Fund Activity: Q4 2019 in Review

472 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Globe Life (GL) for Q4 2019, worth a combined $8.47B — up 7.9% from $7.85B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new GL positions and 36 closed out — a net gain of 28 holders — while 139 added to existing stakes and 166 trimmed.

The largest buyer was Regions Financial Corp, opening a new position worth an estimated $172M. The largest seller was Acadian Asset Management, exiting entirely with an estimated $152M sold.

  • 472 institutional investors held Globe Life (GL) as of Q4 2019, up from 455 in Q3 2019.
  • Funds reported $8.47B of Globe Life stock for Q4 2019, up 7.9% quarter-over-quarter.
  • 64 funds opened new Globe Life positions in Q4 2019 and 36 closed out, a net change of +28 holders.
  • The largest Globe Life buyer in Q4 2019 was Regions Financial Corp, an estimated $172M added.
  • The largest Globe Life seller in Q4 2019 was Acadian Asset Management, an estimated $152M sold.

Based on aggregated 13F filings for Q4 2019.