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Globe Life

502 hedge funds and large institutions have $6.09B invested in Globe Life in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 158 increasing their positions, 199 reducing their positions, and 162 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more call options, than puts

Call options by funds: $128M | Put options by funds: $108M

4.8% less ownership

Funds ownership: 84.96%80.17% (-4.8%)

16% less funds holding

Funds holding: 598502 (-96)

21% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 199

34% less capital invested

Capital invested by funds: $9.23B → $6.09B (-$3.15B)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

54% less first-time investments, than exits

New positions opened: 74 | Existing positions closed: 162

Holders
502
Holders Change
-96
Holders Change %
-16.05%
% of All Funds
7.25%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
74
Increased
158
Reduced
199
Closed
162
Calls
$128M
Puts
$108M
Net Calls
+$19.6M
Net Calls Change
+$133M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$51.2M -$40.6M -489,945 -44%
Connor, Clark & Lunn Investment Management (CC&L)
27
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$50M +$33.8M +408,385 +205%
Balyasny Asset Management
28
Balyasny Asset Management
Illinois
$46.8M +$43.2M +521,531 +1,117%
KBC Group
29
KBC Group
Belgium
$41.8M +$15.2M +184,002 +57%
Bank of America
30
Bank of America
North Carolina
$41.6M -$12.2M -147,822 -23%
Ameriprise
31
Ameriprise
Minnesota
$39.8M +$34M +410,020 +560%
APG Asset Management
32
APG Asset Management
Netherlands
$37.4M -$70.5M -851,045 -64%
AQR Capital Management
33
AQR Capital Management
Connecticut
$37.1M +$14.1M +170,143 +61%
NI
34
Nuance Investments
Missouri
$36.7M +$10.3M +124,850 +39%
WorldQuant Millennium Advisors
35
WorldQuant Millennium Advisors
New York
$31M +$31.2M +376,619 New
Corient Private Wealth
36
Corient Private Wealth
Florida
$29.3M -$745K -8,995 -2%
Two Sigma Investments
37
Two Sigma Investments
New York
$27.1M +$26.8M +323,248 +5,007%
Citadel Advisors
38
Citadel Advisors
Florida
$27.1M +$2.42M +29,196 +10%
Legal & General Group
39
Legal & General Group
United Kingdom
$26.4M -$25.8M -310,887 -49%
Two Sigma Advisers
40
Two Sigma Advisers
New York
$25.5M +$25.7M +309,900 New
Victory Capital Management
41
Victory Capital Management
Texas
$24.9M -$1.87M -22,520 -7%
Truist Financial
42
Truist Financial
North Carolina
$23.9M +$10.7M +129,307 +80%
RJA
43
Raymond James & Associates
Florida
$21.1M -$2.43M -29,295 -10%
Barclays
44
Barclays
United Kingdom
$20.6M -$36.4M -439,598 -64%
Jane Street
45
Jane Street
New York
$20.2M +$17M +204,727 +497%
GLA
46
Great Lakes Advisors
Illinois
$20.2M +$19.3M +233,548 +2,043%
Stifel Financial
47
Stifel Financial
Missouri
$19.7M +$705K +8,506 +4%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$19.4M +$3.84M +46,377 +24%
JP Morgan Chase
49
JP Morgan Chase
New York
$18.5M -$142M -1,713,952 -88%
Russell Investments Group
50
Russell Investments Group
United Kingdom
$18.4M +$6.35M +76,654 +52%

GL Hedge Fund Activity: Q2 2024 in Review

502 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Globe Life (GL) for Q2 2024, worth a combined $6.09B — down 34% from $9.23B a quarter earlier.

Sellers outnumbered buyers: 162 funds closed out of GL and 74 opened new positions — a net loss of 88 holders — while 199 trimmed existing stakes and 158 added.

The largest buyer was Invesco, adding an estimated $191M. The largest seller was Cooke & Bieler, exiting entirely with an estimated $252M sold.

  • 502 institutional investors held Globe Life (GL) as of Q2 2024, down from 598 in Q1 2024.
  • Funds reported $6.09B of Globe Life stock for Q2 2024, down 34% quarter-over-quarter.
  • 74 funds opened new Globe Life positions in Q2 2024 and 162 closed out, a net change of -88 holders.
  • The largest Globe Life buyer in Q2 2024 was Invesco, an estimated $191M added.
  • The largest Globe Life seller in Q2 2024 was Cooke & Bieler, an estimated $252M sold.

Based on aggregated 13F filings for Q2 2024.