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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
BPA
576
Beacon Pointe Advisors
California
-$201K -1,837 Closed
MCM
577
MAI Capital Management
Ohio
-$201K -1,837 Closed
JFGIW
578
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$194K -1,770 Closed
AG
579
AIA Group
Hong Kong
-$171K -1,559 Closed
CMF
580
Counterpoint Mutual Funds
California
-$127K -1,156 Closed
M
581
Mirova
France
-$47.9K -437 Closed
BAM
582
Byrne Asset Management
New Jersey
-$22K -200 Closed
EDRH
583
Edmond de Rothschild Holding
Switzerland
-$17.1K -156 Closed
HCA
584
Harbor Capital Advisors
Illinois
-$17K -155 Closed
SSG
585
Summit Securities Group
New York
-$13K -116 Closed
CFO
586
CVA Family Office
Colorado
-$4.93K -45 Closed
LWCFA
587
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$4.82K -44 Closed
CSC
588
Caldwell Sutter Capital
California
-$3.29K -30 Closed
DI
589
Disciplined Investments
Oklahoma
-$2.3K -21 Closed
TAIM
590
TD Ameritrade Investment Management
Nebraska
-$2K -18 Closed
SIA
591
SkyView Investment Advisors
New Jersey
-$1K -6 Closed
AWM
592
Abound Wealth Management
Tennessee
-$329 -3 Closed
Simplex Trading
593
Simplex Trading
Illinois
+$223 +2 New
SFG
594
Steward Financial Group
Texas
+$1.68K +15 New

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.