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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
BAAM
526
Baker Avenue Asset Management
California
$1.3K
BCMLT
527
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.1K
CAL
528
Capital Advisors Ltd
Ohio
$1K
GKIM
529
GW&K Investment Management
Massachusetts
$1K
AW
530
Avion Wealth
Texas
$1K +$1.12K +10 +200%
ECM
531
Everence Capital Management
Indiana
$840 +$366K +3,280 +74%
MA
532
MCF Advisors
Kentucky
$653
BBHC
533
Brown Brothers Harriman & Co
New York
$652
HCP
534
Hexagon Capital Partners
Arkansas
$544 -$112 -1 -17%
NSIM
535
North Star Investment Management
Illinois
$544
TWP
536
TFO Wealth Partners
Ohio
$438
FGAM
537
Financial Gravity Asset Management
Texas
$369 +$335 +3 New
SWA
538
SOA Wealth Advisors
New York
$219
BF
539
BOK Financial
Oklahoma
$116
PMFA
540
Plante Moran Financial Advisors
Michigan
$109
PCTC
541
Perkins Coie Trust Company
Washington
$108 +$112 +1 New
BC
542
Brookfield Corp
Ontario, Canada
-$15.7M -143,143 Closed
AAF
543
Andra AP-fonden
Sweden
-$9.66M -88,155 Closed
Marshall Wace
544
Marshall Wace
United Kingdom
-$8.9M -81,232 Closed
Adage Capital Partners
545
Adage Capital Partners
Massachusetts
-$3.67M -33,500 Closed
DZ Bank
546
DZ Bank
Germany
-$2.88M -26,291 Closed
Janney Montgomery Scott
547
Janney Montgomery Scott
Pennsylvania
-$2.56M -23,393 Closed
Two Sigma Investments
548
Two Sigma Investments
New York
-$2.27M -20,719 Closed
Retirement Systems of Alabama
549
Retirement Systems of Alabama
Alabama
-$2.21M -20,198 Closed
SO
550
STRS Ohio
Ohio
-$2.1M -19,112 Closed

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.