Globe Life
479 hedge funds and large institutions have $7.9B invested in Globe Life in 2022 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 152 increasing their positions, 165 reducing their positions, and 36 closing their positions.
64% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 36
4% more funds holding
Funds holding: 461 → 479 (+18)
1.39% more ownership
Funds ownership: 80.86% → 82.25% (+1.4%)
2% more capital invested
Capital invested by funds: $7.77B → $7.9B (+$126M)
1% less call options, than puts
Call options by funds: $6.04M | Put options by funds: $6.08M
8% less repeat investments, than reductions
Existing positions increased: 152 | Existing positions reduced: 165
22% less funds holding in top 10
Funds holding in top 10: 9 → 7 (-2)
Top Buyers
| 1 |
JP Morgan Chase
New York
|
+$99M |
| 2 |
Los Angeles Capital Management
Los Angeles,
California
|
+$41.9M |
| 3 |
Ensign Peak Advisors
Salt Lake City,
Utah
|
+$36.2M |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
+$30.8M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$25.5M |
Top Sellers
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$85.7M |
| 2 |
Goldman Sachs
New York
|
-$35.4M |
| 3 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
-$33.3M |
| 4 |
Rockefeller Capital Management
New York
|
-$27.5M |
| 5 |
RFC
Regions Financial Corp
Birmingham,
Alabama
|
-$15.9M |
GL Hedge Fund Activity: Q3 2022 in Review
479 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Globe Life (GL) for Q3 2022, worth a combined $7.9B — up 1.6% from $7.77B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new GL positions and 36 closed out — a net gain of 23 holders — while 152 added to existing stakes and 165 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $99M. The largest seller was Wellington Management Group, cutting an estimated $85.7M.
- 479 institutional investors held Globe Life (GL) as of Q3 2022, up from 461 in Q2 2022.
- Funds reported $7.9B of Globe Life stock for Q3 2022, up 1.6% quarter-over-quarter.
- 59 funds opened new Globe Life positions in Q3 2022 and 36 closed out, a net change of +23 holders.
- The largest Globe Life buyer in Q3 2022 was JP Morgan Chase, an estimated $99M added.
- The largest Globe Life seller in Q3 2022 was Wellington Management Group, an estimated $85.7M sold.
Based on aggregated 13F filings for Q3 2022.