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Globe Life
GL

462 hedge funds and large institutions have $7.03B invested in Globe Life in 2021 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 147 increasing their positions, 159 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 50

4% more capital invested

Capital invested by funds: $6.74B → $7.03B (+$293M)

0% more funds holding

Funds holding: 460 → 462 (+2)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

0.11% less ownership

Funds ownership: 74.61% → 74.5% (-0.11%)

8% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 159

44% less call options, than puts

Call options by funds: $5.73M | Put options by funds: $10.3M

Holders
462
Holders Change
+2
Holders Change %
+0.43%
% of All Funds
7.11%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
57
Increased
147
Reduced
159
Closed
50
Calls
$5.73M
Puts
$10.3M
Net Calls
-$4.55M
Net Calls Change
-$760K

Top Buyers

Rank Fund Capital Flow
1
CB
Cooke & Bieler
Pennsylvania
+$58.3M
2
EIC
Equity Investment Corp
Georgia
+$21.4M
3
Boston Partners
Boston Partners
Massachusetts
+$20.9M
4
Invesco
Invesco
Georgia
+$20.8M
5
Citadel Advisors
Citadel Advisors
Florida
+$19.7M

Top Sellers

Rank Fund Capital Flow
1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$95.7M
2
BlackRock
BlackRock
New York
-$59.8M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$25.9M
4
MDSL
M.D. Sass LLC
New York
-$19.3M
5
Renaissance Technologies
Renaissance Technologies
New York
-$15.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
RCA
501
Ranch Capital Advisors
Florida
– -$12K -131 Closed
CFA
502
Cahill Financial Advisors
Minnesota
– -$11K -127 Closed
JCM
503
Jacobi Capital Management
Pennsylvania
– -$11K -125 Closed
WPA
504
West Paces Advisors
Georgia
– -$7.48K -84 Closed
AIC
505
Archer Investment Corporation
Indiana
– -$7.39K -83 Closed
PCM
506
Peregrine Capital Management
Minnesota
– -$7K -80 Closed
EWA
507
Evolution Wealth Advisors
Florida
– -$6K -66 Closed
CFD
508
Creative Financial Designs
Indiana
– -$3K -35 Closed
CWM
509
Cranbrook Wealth Management
Michigan
– -$2K -20 Closed
MA
510
MCF Advisors
Kentucky
– -$1K -6 Closed
CT
511
Cambridge Trust
Massachusetts
– +$277 +3 New
17 18 19 20
21

GL Hedge Fund Activity: Q4 2021 in Review

462 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Globe Life (GL) for Q4 2021, worth a combined $7.03B — up 4.3% from $6.74B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new GL positions and 50 closed out — a net gain of 7 holders — while 147 added to existing stakes and 159 trimmed.

The largest buyer was Cooke & Bieler, adding an estimated $58.3M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), exiting entirely with an estimated $95.7M sold.

  • 462 institutional investors held Globe Life (GL) as of Q4 2021, up from 460 in Q3 2021.
  • Funds reported $7.03B of Globe Life stock for Q4 2021, up 4.3% quarter-over-quarter.
  • 57 funds opened new Globe Life positions in Q4 2021 and 50 closed out, a net change of +7 holders.
  • The largest Globe Life buyer in Q4 2021 was Cooke & Bieler, an estimated $58.3M added.
  • The largest Globe Life seller in Q4 2021 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $95.7M sold.

Based on aggregated 13F filings for Q4 2021.