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Globe Life

542 hedge funds and large institutions have $8.28B invested in Globe Life in 2023 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 174 increasing their positions, 187 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $3.41M | Put options by funds: $1.7M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

10% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 52

0% more funds holding

Funds holding: 541542 (+1)

0.29% less ownership

Funds ownership: 80.54%80.25% (-0.29%)

2% less capital invested

Capital invested by funds: $8.42B → $8.28B (-$137M)

7% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 187

Holders
542
Holders Change
+1
Holders Change %
+0.18%
% of All Funds
8.6%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
57
Increased
174
Reduced
187
Closed
52
Calls
$3.41M
Puts
$1.7M
Net Calls
+$1.72M
Net Calls Change
-$760K
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
501
Global Retirement Partners
California
$11K +$7.26K +65 +181%
BFEC
502
Benjamin F. Edwards & Company
Missouri
$11K -$335 -3 -3%
PB
503
Pinnacle Bancorp
Nebraska
$10.7K
MPWT
504
MassMutual Private Wealth & Trust
Connecticut
$10.5K -$112 -1 -1%
C
505
Covestor
United Kingdom
$10K -$112 -1 -1%
DAM
506
Delta Asset Management
Tennessee
$8.48K
SWA
507
Sutton Wealth Advisors
Florida
$7.18K
FMII
508
Farmers & Merchants Investments Inc
Nebraska
$6.85K
PTC
509
Private Trust Company
Ohio
$6.52K
VCM
510
Versant Capital Management
Arizona
$6.42K
EARNEST Partners
511
EARNEST Partners
Georgia
$6.09K
TSWM
512
Tyler-Stone Wealth Management
Ohio
$6K
National Pension Service
513
National Pension Service
South Korea
$5.49K
CT
514
Colonial Trust
South Carolina
$4.89K -$223 -2 -4%
MCM
515
MV Capital Management
Maryland
$4.68K
JWM
516
Janiczek Wealth Management
Colorado
$4.02K
BIA
517
Bell Investment Advisors
California
$3.92K -$670 -6 -14%
BWL
518
Bogart Wealth LLC
Virginia
$3.7K
PSB
519
Piscataqua Savings Bank
New Hampshire
$3.59K
SIC
520
SJS Investment Consulting
Ohio
$3.05K +$782 +7 +33%
CWC
521
Carolinas Wealth Consulting
North Carolina
$2.61K
KFI
522
Key Financial Inc
Pennsylvania
$2.17K
MFT
523
Moisand Fitzgerald Tamayo
Florida
$2.17K
TCA
524
Trifecta Capital Advisors
Illinois
$1.52K
GI
525
Gradient Investments
Minnesota
$1.52K

GL Hedge Fund Activity: Q3 2023 in Review

542 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Globe Life (GL) for Q3 2023, worth a combined $8.28B — down 1.6% from $8.42B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new GL positions and 52 closed out — a net gain of 5 holders — while 174 added to existing stakes and 187 trimmed.

The largest buyer was Qube Research & Technologies (QRT), adding an estimated $30.5M. The largest seller was Berkshire Hathaway, cutting an estimated $188M.

  • 542 institutional investors held Globe Life (GL) as of Q3 2023, up from 541 in Q2 2023.
  • Funds reported $8.28B of Globe Life stock for Q3 2023, down 1.6% quarter-over-quarter.
  • 57 funds opened new Globe Life positions in Q3 2023 and 52 closed out, a net change of +5 holders.
  • The largest Globe Life buyer in Q3 2023 was Qube Research & Technologies (QRT), an estimated $30.5M added.
  • The largest Globe Life seller in Q3 2023 was Berkshire Hathaway, an estimated $188M sold.

Based on aggregated 13F filings for Q3 2023.