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Globe Life
GL

486 hedge funds and large institutions have $8.05B invested in Globe Life in 2022 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 172 increasing their positions, 153 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 33

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

15% more capital invested

Capital invested by funds: $7.03B → $8.05B (+$1.02B)

12% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 153

6.6% more ownership

Funds ownership: 74.5% → 81.1% (+6.6%)

5% more funds holding

Funds holding: 462 → 486 (+24)

14% less call options, than puts

Call options by funds: $4.64M | Put options by funds: $5.38M

Holders
486
Holders Change
+24
Holders Change %
+5.19%
% of All Funds
7.67%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
64
Increased
172
Reduced
153
Closed
33
Calls
$4.64M
Puts
$5.38M
Net Calls
-$740K
Net Calls Change
+$3.81M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$200M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$178M
3
Invesco
Invesco
Georgia
+$51.5M
4
PCM
Parsifal Capital Management
Connecticut
+$44.2M
5
Ensign Peak Advisors
Ensign Peak Advisors
Utah
+$26.9M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$30.1M
2
Millennium Management
Millennium Management
New York
-$25.6M
3
APG Asset Management
APG Asset Management
Netherlands
-$14.7M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$12.7M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$10.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
SBH
26
Segall Bryant & Hamill
Illinois
$60.9M +$1.71M +16,900 +3%
N
27
Nuveen
North Carolina
$59.9M +$3.39M +33,417 +6%
Schroder Investment Management Group
28
Schroder Investment Management Group
United Kingdom
$55.8M -$4.56M -45,021 -8%
PPA
29
Parametric Portfolio Associates
Washington
$52.8M +$6.54M +64,547 +14%
Neuberger Berman Group
30
Neuberger Berman Group
New York
$52.4M -$5.83M -57,520 -10%
PCM
31
Parsifal Capital Management
Connecticut
$43.8M +$44.2M +435,647 New
Swiss National Bank
32
Swiss National Bank
Switzerland
$41.8M +$4.9M +48,300 +13%
Janus Henderson Group
33
Janus Henderson Group
United Kingdom
$40.7M -$7.59M -74,879 -16%
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$40.2M -$84.8K -836 -0.2%
UBS AM
35
UBS AM
Illinois
$36.6M +$238K +2,350 +0.6%
Victory Capital Management
36
Victory Capital Management
Texas
$33.3M +$5.74M +56,647 +21%
Ensign Peak Advisors
37
Ensign Peak Advisors
Utah
$31M +$26.9M +265,794 +633%
Morgan Stanley
38
Morgan Stanley
New York
$30.6M +$3.97M +39,150 +15%
Sumitomo Mitsui Trust Group
39
Sumitomo Mitsui Trust Group
Japan
$29M -$588K -5,797 -2%
CI Investments Inc
40
CI Investments Inc
Ontario, Canada
$25.7M +$5.02M +49,532 +24%
EVM
41
Eaton Vance Management
Massachusetts
$25M +$12.9M +127,139 +105%
Pzena Investment Management
42
Pzena Investment Management
New York
$24.3M – – –
Deutsche Bank
43
Deutsche Bank
Germany
$23.6M +$113K +1,115 +0.5%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$22.3M -$710K -6,999 -3%
PI
45
PGGM Investments
Netherlands
$22M – – –
PP
46
Prospector Partners
Connecticut
$21.9M -$1.33M -13,110 -6%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$19.8M -$1.39M -13,689 -6%
IP
48
Interval Partners
New York
$19.3M +$1.91M +18,836 +11%
Barclays
49
Barclays
United Kingdom
$19.1M +$19.2M +189,761 New
WBC
50
Westpac Banking Corp
Australia
$18.9M +$19M +187,515 +60,684%
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GL Hedge Fund Activity: Q1 2022 in Review

486 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Globe Life (GL) for Q1 2022, worth a combined $8.05B — up 15% from $7.03B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new GL positions and 33 closed out — a net gain of 31 holders — while 172 added to existing stakes and 153 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $200M. The largest seller was Citadel Advisors, cutting an estimated $30.1M.

  • 486 institutional investors held Globe Life (GL) as of Q1 2022, up from 462 in Q4 2021.
  • Funds reported $8.05B of Globe Life stock for Q1 2022, up 15% quarter-over-quarter.
  • 64 funds opened new Globe Life positions in Q1 2022 and 33 closed out, a net change of +31 holders.
  • The largest Globe Life buyer in Q1 2022 was Wellington Management Group, an estimated $200M added.
  • The largest Globe Life seller in Q1 2022 was Citadel Advisors, an estimated $30.1M sold.

Based on aggregated 13F filings for Q1 2022.