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Globe Life

598 hedge funds and large institutions have $9.23B invested in Globe Life in 2024 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 219 increasing their positions, 198 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 49

11% more repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 198

3.03% more ownership

Funds ownership: 81.93%84.96% (+3%)

2% more funds holding

Funds holding: 587598 (+11)

1% less capital invested

Capital invested by funds: $9.37B → $9.23B (-$137M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

80% less call options, than puts

Call options by funds: $28.3M | Put options by funds: $142M

Holders
598
Holders Change
+11
Holders Change %
+1.87%
% of All Funds
8.61%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
63
Increased
219
Reduced
198
Closed
49
Calls
$28.3M
Puts
$142M
Net Calls
-$114M
Net Calls Change
-$106M
Name Holding Trade Value Shares
Change
Change in
Stake
BTI
526
Blue Trust Inc
Georgia
$25.8K +$7.71K +63 +40%
PWMG
527
Private Wealth Management Group
New Jersey
$25.7K
MG
528
Mather Group
Illinois
$24.2K +$24.4K +199 New
NCTC
529
New Covenant Trust Company
Indiana
$23.7K +$25K +204 New
ZB
530
Zions Bancorporation
Utah
$23.5K
CIA
531
Cape Investment Advisory
Georgia
$23.3K
JWA
532
JFS Wealth Advisors
Pennsylvania
$22K
AS
533
Altshuler Shaham
Israel
$22K +$23.1K +189 New
PTC
534
Private Trust Company
Ohio
$21.9K -$4.16K -34 -15%
LC
535
Lindbrook Capital
California
$21.8K -$6.49K -53 -22%
WT
536
Washington Trust
Rhode Island
$20.4K
GRP
537
Global Retirement Partners
California
$20K +$367 +3 +2%
HI
538
Harbour Investments
Wisconsin
$17.5K -$3.43K -28 -16%
DMBA
539
Deseret Mutual Benefit Administrators
Utah
$17.5K
MPWT
540
MassMutual Private Wealth & Trust
Connecticut
$15.6K +$489 +4 +3%
TPCW
541
TD Private Client Wealth
New York
$15K -$367 -3 -2%
CA
542
Centerpoint Advisors
Massachusetts
$15K
ST
543
Smithfield Trust
Pennsylvania
$13K
EWA
544
EverSource Wealth Advisors
Alabama
$12.9K +$4.53K +37 +28%
CCA
545
Criterion Capital Advisors
Tennessee
$12.2K -$2.45K -20 -16%
PB
546
Pinnacle Bancorp
Nebraska
$11.4K
C
547
Covestor
United Kingdom
$11K -$245 -2 -2%
FFO
548
Fortitude Family Office
Arizona
$9.66K
DAM
549
Delta Asset Management
Tennessee
$9.08K
CFB
550
Cullen/Frost Bankers
Texas
$8.84K