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Globe Life

598 hedge funds and large institutions have $9.23B invested in Globe Life in 2024 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 219 increasing their positions, 198 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 49

11% more repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 198

3.03% more ownership

Funds ownership: 81.93%84.96% (+3%)

2% more funds holding

Funds holding: 587598 (+11)

1% less capital invested

Capital invested by funds: $9.37B → $9.23B (-$137M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

80% less call options, than puts

Call options by funds: $28.3M | Put options by funds: $142M

Holders
598
Holders Change
+11
Holders Change %
+1.87%
% of All Funds
8.61%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
63
Increased
219
Reduced
198
Closed
49
Calls
$28.3M
Puts
$142M
Net Calls
-$114M
Net Calls Change
-$106M
Name Holding Trade Value Shares
Change
Change in
Stake
BCFD
476
Boit C.F. David
$213K
HWM
477
HB Wealth Management
Georgia
$209K +$1.96K +16 +0.9%
SWP
478
Stratos Wealth Partners
Ohio
$207K -$1.1K -9 -0.5%
AG
479
Ascent Group
Virginia
$207K -$1.35K -11 -0.6%
BP
480
Ballentine Partners
Massachusetts
$206K -$2.06M -16,831 -90%
MGWA
481
Monument Group Wealth Advisors
Massachusetts
$204K -$215K -1,753 -50%
HPC
482
HM Payson & Co
Maine
$199K
SWM
483
Spire Wealth Management
Virginia
$197K +$612 +5 +0.3%
Capstone Investment Advisors
484
Capstone Investment Advisors
New York
$196K +$195K +1,593 +1,810%
NA
485
NewEdge Advisors
Louisiana
$190K +$8.81K +72 +5%
SSB
486
Sandy Spring Bank
Maryland
$183K
LFA
487
LGT Financial Advisors
Texas
$181K -$8.44K -69 -4%
PAG
488
Paladin Advisory Group
Iowa
$173K
UB
489
UMB Bank
Missouri
$171K -$2.95M -24,077 -94%
HI
490
Horizon Investments
North Carolina
$163K +$5.26K +43 +3%
TRCT
491
Tower Research Capital (TRC)
New York
$159K -$1.29M -10,504 -89%
HCA
492
Harbor Capital Advisors
Illinois
$157K +$165K +1,347 New
BSB
493
Bangor Savings Bank
Maine
$115K
AIP
494
Ameritas Investment Partners
Nebraska
$111K
Acadian Asset Management
495
Acadian Asset Management
Massachusetts
$110K
BAMF
496
BI Asset Management Fondsmaeglerselskab
Denmark
$87K -$4.16K -34 -4%
WBC
497
Westpac Banking Corp
Australia
$84.7K +$51.3K +419 +136%
CPBTD
498
Central Pacific Bank - Trust Division
Hawaii
$82.2K +$88.1K +720 New
EWM
499
Evermay Wealth Management
Virginia
$78.5K
AGWCA
500
Annis Gardner Whiting Capital Advisors
Florida
$76.2K

GL Hedge Fund Activity: Q1 2024 in Review

598 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Globe Life (GL) for Q1 2024, worth a combined $9.23B — down 1.5% from $9.37B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new GL positions and 49 closed out — a net gain of 14 holders — while 219 added to existing stakes and 198 trimmed.

The largest buyer was Nordea Investment Management, adding an estimated $121M. The largest seller was JP Morgan Chase, cutting an estimated $293M.

  • 598 institutional investors held Globe Life (GL) as of Q1 2024, up from 587 in Q4 2023.
  • Funds reported $9.23B of Globe Life stock for Q1 2024, down 1.5% quarter-over-quarter.
  • 63 funds opened new Globe Life positions in Q1 2024 and 49 closed out, a net change of +14 holders.
  • The largest Globe Life buyer in Q1 2024 was Nordea Investment Management, an estimated $121M added.
  • The largest Globe Life seller in Q1 2024 was JP Morgan Chase, an estimated $293M sold.

Based on aggregated 13F filings for Q1 2024.