Globe Life
463 hedge funds and large institutions have $6.85B invested in Globe Life in 2018 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 160 increasing their positions, 171 reducing their positions, and 48 closing their positions.
371% more call options, than puts
Call options by funds: $11.5M | Put options by funds: $2.45M
0.17% less ownership
Funds ownership: 74.36% → 74.19% (-0.17%)
4% less capital invested
Capital invested by funds: $7.12B → $6.85B (-$266M)
6% less repeat investments, than reductions
Existing positions increased: 160 | Existing positions reduced: 171
4% less funds holding
Funds holding: 483 → 463 (-20)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
31% less first-time investments, than exits
New positions opened: 33 | Existing positions closed: 48
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$29.8M |
| 2 |
CI Investments Inc
Toronto,
Ontario, Canada
|
+$26.2M |
| 3 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$25.6M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$25.2M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$20M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$64.4M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$36M |
| 3 |
BlackRock
New York
|
-$33.2M |
| 4 |
MWNA
Marshall Wace North America
New York
|
-$14.1M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$13.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PCM
501
Prelude Capital Management
New York
| – | -$58K | -692 | Closed |
|
|
TAM
502
Tiverton Asset Management
Wilimington,
Delaware
| – | -$28K | -340 | Closed |
|
|
AS
503
Altshuler Shaham
Tel Aviv,
Israel
| – | -$17K | -199 | Closed |
|
504
DZ Bank
Frankfurt Am Main,
Germany
| – | -$9K | -109 | Closed |
|
|
HFP
505
Holistic Financial Partners
Indianapolis,
Indiana
| – | -$3K | -37 | Closed |
|
|
IWM
506
IHT Wealth Management
Chicago,
Illinois
| – | -$2K | -27 | Closed |
|
|
ML
507
McAdam LLC
Philadelphia,
Pennsylvania
| – | -$2K | -25 | Closed |
|
|
AWA
508
Acorn Wealth Advisors
Grand Blanc,
Michigan
| – | -$1K | -15 | Closed |
|
|
FCAG
509
First Capital Advisors Group
Little Silver,
New Jersey
| – | -$1K | -6 | Closed |
|
|
FHA
510
Flagship Harbor Advisors
Boston,
Massachusetts
| – | +$849 | +10 | New |
|
GL Hedge Fund Activity: Q2 2018 in Review
463 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Globe Life (GL) for Q2 2018, worth a combined $6.85B — down 3.7% from $7.12B a quarter earlier.
Sellers outnumbered buyers: 48 funds closed out of GL and 33 opened new positions — a net loss of 15 holders — while 171 trimmed existing stakes and 160 added.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $29.8M. The largest seller was Aberdeen Group, cutting an estimated $64.4M.
- 463 institutional investors held Globe Life (GL) as of Q2 2018, down from 483 in Q1 2018.
- Funds reported $6.85B of Globe Life stock for Q2 2018, down 3.7% quarter-over-quarter.
- 33 funds opened new Globe Life positions in Q2 2018 and 48 closed out, a net change of -15 holders.
- The largest Globe Life buyer in Q2 2018 was Citadel Advisors, an estimated $29.8M added.
- The largest Globe Life seller in Q2 2018 was Aberdeen Group, an estimated $64.4M sold.
Based on aggregated 13F filings for Q2 2018.