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Globe Life

483 hedge funds and large institutions have $7.12B invested in Globe Life in 2018 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 145 increasing their positions, 188 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 47

0.54% more ownership

Funds ownership: 73.82%74.36% (+0.54%)

0% more funds holding

Funds holding: 483483 (0)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

8% less capital invested

Capital invested by funds: $7.73B → $7.12B (-$606M)

23% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 188

56% less call options, than puts

Call options by funds: $5.43M | Put options by funds: $12.3M

Holders
483
Holders Change
Holders Change %
0%
% of All Funds
11.07%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
55
Increased
145
Reduced
188
Closed
47
Calls
$5.43M
Puts
$12.3M
Net Calls
-$6.82M
Net Calls Change
-$10.5M
Name Holding Trade Value Shares
Change
Change in
Stake
GCC
501
Game Creek Capital
Massachusetts
-$281K -3,100 Closed
LPL Financial
502
LPL Financial
California
-$279K -3,077 Closed
EDRH
503
Edmond de Rothschild Holding
Switzerland
-$233K -2,571 Closed
ZIC
504
ZWJ Investment Counsel
Georgia
-$232K -2,563 Closed
VAM
505
Visionary Asset Management
Texas
-$223K -2,458 Closed
AI
506
Atria Investments
North Carolina
-$219K -2,416 Closed
Baird Financial Group
507
Baird Financial Group
Wisconsin
-$215K -2,367 Closed
CB
508
Chemical Bank
Michigan
-$212K -2,340 Closed
Calamos Advisors
509
Calamos Advisors
Illinois
-$209K -2,305 Closed
BFA
510
Bragg Financial Advisors
North Carolina
-$208K -2,293 Closed
LC
511
Lourd Capital
California
-$206K -2,270 Closed
CM
512
Capital Management
Virginia
-$204K -2,250 Closed
YL
513
YCG LLC
Texas
-$204K -2,250 Closed
C
514
Cerebellum
California
-$173K -1,908 Closed
Simplex Trading
515
Simplex Trading
Illinois
-$117K -1,337 Closed
OSAM
516
O'Shaughnessy Asset Management
Connecticut
-$79K -874 Closed
STA
517
Summit Trail Advisors
New York
-$61K -660 Closed
ZB
518
Zions Bancorporation
Utah
-$35K -390 Closed
DCM
519
Delpha Capital Management
New York
-$23K -258 Closed
IWP
520
Icon Wealth Partners
Texas
-$14K -159 Closed
LNB
521
Ledyard National Bank
-$9K -94 Closed
BBHC
522
Brown Brothers Harriman & Co
New York
-$4K -49 Closed
APA
523
American Portfolios Advisors
New York
-$4.26K -47 Closed
PMFA
524
Plante Moran Financial Advisors
Michigan
-$3K -35 Closed
YWP
525
YorkBridge Wealth Partners
New York
-$1K -16 Closed

GL Hedge Fund Activity: Q1 2018 in Review

483 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Globe Life (GL) for Q1 2018, worth a combined $7.12B — down 7.8% from $7.73B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new GL positions and 47 closed out — a net gain of 8 holders — while 145 added to existing stakes and 188 trimmed.

The largest buyer was Acadian Asset Management, adding an estimated $40.9M. The largest seller was NN Investment Partners Holdings, cutting an estimated $95.2M.

  • 483 institutional investors held Globe Life (GL) as of Q1 2018, unchanged from Q4 2017.
  • Funds reported $7.12B of Globe Life stock for Q1 2018, down 7.8% quarter-over-quarter.
  • 55 funds opened new Globe Life positions in Q1 2018 and 47 closed out, a net change of +8 holders.
  • The largest Globe Life buyer in Q1 2018 was Acadian Asset Management, an estimated $40.9M added.
  • The largest Globe Life seller in Q1 2018 was NN Investment Partners Holdings, an estimated $95.2M sold.

Based on aggregated 13F filings for Q1 2018.