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Globe Life
GL

467 hedge funds and large institutions have $7.26B invested in Globe Life in 2021 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 140 increasing their positions, 180 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

7.48% more ownership

Funds ownership: 66.83% → 74.31% (+7.5%)

8% more call options, than puts

Call options by funds: $7.52M | Put options by funds: $6.99M

3% less capital invested

Capital invested by funds: $7.45B → $7.26B (-$190M)

4% less funds holding

Funds holding: 484 → 467 (-17)

22% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 180

28% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 46

Holders
467
Holders Change
-17
Holders Change %
-3.51%
% of All Funds
8.13%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
33
Increased
140
Reduced
180
Closed
46
Calls
$7.52M
Puts
$6.99M
Net Calls
+$533K
Net Calls Change
+$1.33M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$31.7M
2
CB
Cooke & Bieler
Pennsylvania
+$27.8M
3
WBC
Westpac Banking Corp
Australia
+$23.5M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$18.7M
5
Invesco
Invesco
Georgia
+$16.5M

Top Sellers

1
California Public Employees Retirement System
California Public Employees Retirement System
California
-$55.9M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$50.1M
3
EVM
Eaton Vance Management
Massachusetts
-$29M
4
BlackRock
BlackRock
New York
-$17.9M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$15.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
FMT
501
First Mercantile Trust
Tennessee
– -$50K -521 Closed
WT
502
Whittier Trust
California
– -$23K -238 Closed
LFG
503
Larson Financial Group
Missouri
– -$11K -111 Closed
CH
504
Canton Hathaway
Rhode Island
– -$6K -66 Closed
SLF
505
Sun Life Financial
Ontario, Canada
– -$5K -56 Closed
WCM
506
Wealthcare Capital Management
Virginia
– -$4K -41 Closed
HDIM
507
Hanson & Doremus Investment Management
Vermont
– -$2K -19 Closed
MWP
508
Meridian Wealth Partners
Pennsylvania
– -$1K -15 Closed
SFS
509
Sowell Financial Services
Arkansas
– -$1K -7 Closed
17 18 19 20
21

GL Hedge Fund Activity: Q2 2021 in Review

467 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Globe Life (GL) for Q2 2021, worth a combined $7.26B — down 2.5% from $7.45B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of GL and 33 opened new positions — a net loss of 13 holders — while 180 trimmed existing stakes and 140 added.

The largest buyer was Wellington Management Group, adding an estimated $31.7M. The largest seller was California Public Employees Retirement System, cutting an estimated $55.9M.

  • 467 institutional investors held Globe Life (GL) as of Q2 2021, down from 484 in Q1 2021.
  • Funds reported $7.26B of Globe Life stock for Q2 2021, down 2.5% quarter-over-quarter.
  • 33 funds opened new Globe Life positions in Q2 2021 and 46 closed out, a net change of -13 holders.
  • The largest Globe Life buyer in Q2 2021 was Wellington Management Group, an estimated $31.7M added.
  • The largest Globe Life seller in Q2 2021 was California Public Employees Retirement System, an estimated $55.9M sold.

Based on aggregated 13F filings for Q2 2021.