Globe Life
541 hedge funds and large institutions have $8.42B invested in Globe Life in 2023 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 175 increasing their positions, 186 reducing their positions, and 46 closing their positions.
135% more call options, than puts
Call options by funds: $4.32M | Put options by funds: $1.84M
48% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 46
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
4% more funds holding
Funds holding: 521 → 541 (+20)
3% less capital invested
Capital invested by funds: $8.65B → $8.42B (-$236M)
6% less repeat investments, than reductions
Existing positions increased: 175 | Existing positions reduced: 186
1.93% less ownership
Funds ownership: 82.47% → 80.54% (-1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$151M |
| 2 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
+$85.7M |
| 3 |
Goldman Sachs
New York
|
+$72.8M |
| 4 |
Millennium Management
New York
|
+$34.8M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$20.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Berkshire Hathaway
Omaha,
Nebraska
|
-$412M |
| 2 |
Impax Asset Management Group
London,
United Kingdom
|
-$143M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$82.4M |
| 4 |
PCM
Parsifal Capital Management
Greenwich,
Connecticut
|
-$50.6M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$32.1M |
GL Hedge Fund Activity: Q2 2023 in Review
541 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Globe Life (GL) for Q2 2023, worth a combined $8.42B — down 2.7% from $8.65B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new GL positions and 46 closed out — a net gain of 22 holders — while 175 added to existing stakes and 186 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $151M. The largest seller was Berkshire Hathaway, cutting an estimated $412M.
- 541 institutional investors held Globe Life (GL) as of Q2 2023, up from 521 in Q1 2023.
- Funds reported $8.42B of Globe Life stock for Q2 2023, down 2.7% quarter-over-quarter.
- 68 funds opened new Globe Life positions in Q2 2023 and 46 closed out, a net change of +22 holders.
- The largest Globe Life buyer in Q2 2023 was JP Morgan Chase, an estimated $151M added.
- The largest Globe Life seller in Q2 2023 was Berkshire Hathaway, an estimated $412M sold.
Based on aggregated 13F filings for Q2 2023.