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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
DPW
576
DiNuzzo Private Wealth
Pennsylvania
$2.1K
AW
577
Avion Wealth
Texas
$2K -$612 -5 -36%
FGAM
578
Financial Gravity Asset Management
Texas
$1.82K +$1.1K +9 +150%
TCA
579
Trifecta Capital Advisors
Illinois
$1.63K
PA
580
Pineridge Advisors
Missouri
$1.28K
AIM
581
Anchor Investment Management
South Carolina
$1.05K +$1.1K +9 New
GKIM
582
GW&K Investment Management
Massachusetts
$1K
TFA
583
Transamerica Financial Advisors
Florida
$1K +$122 +1 New
BHWM
584
Beaird Harris Wealth Management
Texas
$931
CTC
585
Central Trust Company
Missouri
$931 +$979 +8 New
ECM
586
Everence Capital Management
Indiana
$900
CA
587
Continuum Advisory
Idaho
$869 +$1.22K +10 New
DF
588
Dunhill Financial
United Kingdom
$863 +$122 +1 +17%
VWA
589
Valued Wealth Advisors
Utah
$821
MA
590
MCF Advisors
Kentucky
$699
BBHC
591
Brown Brothers Harriman & Co
New York
$698
TWP
592
TFO Wealth Partners
Ohio
$465
RIL
593
Rothschild Investment LLC
Illinois
$349
TCM
594
TD Capital Management
Tennessee
$349 +$367 +3 New
WIA
595
Wetzel Investment Advisors
Indiana
$325 -$8.81K -72 -94%
SWA
596
SOA Wealth Advisors
New York
$235
RAM
597
Riggs Asset Management
Pennsylvania
$233 +$245 +2 New
PMFA
598
Plante Moran Financial Advisors
Michigan
$116
Bank of Montreal
599
Bank of Montreal
Ontario, Canada
-$15.8M -129,845 Closed
N
600
Natixis
France
-$10.7M -87,581 Closed