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Globe Life

502 hedge funds and large institutions have $6.09B invested in Globe Life in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 158 increasing their positions, 199 reducing their positions, and 162 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more call options, than puts

Call options by funds: $128M | Put options by funds: $108M

4.8% less ownership

Funds ownership: 84.96%80.17% (-4.8%)

16% less funds holding

Funds holding: 598502 (-96)

21% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 199

34% less capital invested

Capital invested by funds: $9.23B → $6.09B (-$3.15B)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

54% less first-time investments, than exits

New positions opened: 74 | Existing positions closed: 162

Holders
502
Holders Change
-96
Holders Change %
-16.05%
% of All Funds
7.25%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
74
Increased
158
Reduced
199
Closed
162
Calls
$128M
Puts
$108M
Net Calls
+$19.6M
Net Calls Change
+$133M
Name Holding Trade Value Shares
Change
Change in
Stake
CMBA
601
C.M. Bidwell & Associates
Hawaii
-$373K -3,209 Closed
RP
602
Rowlandmiller & Partners
Georgia
-$373K -3,207 Closed
CCA
603
Cobblestone Capital Advisors
New York
-$373K -3,205 Closed
TMAM
604
Tokio Marine Asset Management
Japan
-$360K -3,096 Closed
RWA
605
River Wealth Advisors
Pennsylvania
-$355K -3,049 Closed
AC
606
Avestar Capital
New York
-$350K -3,010 Closed
Cambridge Investment Research Advisors
607
Cambridge Investment Research Advisors
Iowa
-$334K -2,868 Closed
QCM
608
QRG Capital Management
Illinois
-$334K -2,867 Closed
KAM
609
Knightsbridge Asset Management
California
-$343K -2,815 Closed
DS
610
DRW Securities
Illinois
-$323K -2,778 Closed
SFA
611
Sequoia Financial Advisors
Ohio
-$314K -2,698 Closed
BCFD
612
Boit C.F. David
-$213K -2,675 Closed
RWM
613
Revisor Wealth Management
Ohio
-$314K -2,637 Closed
ECG
614
Edge Capital Group
Georgia
-$303K -2,608 Closed
EFG
615
Everhart Financial Group
Ohio
-$303K -2,605 Closed
MML Investors Services
616
MML Investors Services
Massachusetts
-$302K -2,594 Closed
BPA
617
Beacon Pointe Advisors
California
-$297K -2,548 Closed
Lido Advisors
618
Lido Advisors
California
-$288K -2,471 Closed
CM
619
Capula Management
Cayman Islands
-$287K -2,466 Closed
SP
620
Symmetry Partners
Connecticut
-$283K -2,430 Closed
OQS
621
Occudo Quantitative Strategies
Florida
-$279K -2,394 Closed
BFA
622
Bragg Financial Advisors
North Carolina
-$278K -2,393 Closed
WF
623
Welch & Forbes
Massachusetts
-$276K -2,375 Closed
CI
624
CX Institutional
Indiana
-$270K -2,321 Closed
PI
625
PEAK6 Investments
Illinois
-$190K -2,298 Closed

GL Hedge Fund Activity: Q2 2024 in Review

502 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Globe Life (GL) for Q2 2024, worth a combined $6.09B — down 34% from $9.23B a quarter earlier.

Sellers outnumbered buyers: 162 funds closed out of GL and 74 opened new positions — a net loss of 88 holders — while 199 trimmed existing stakes and 158 added.

The largest buyer was Invesco, adding an estimated $191M. The largest seller was Cooke & Bieler, exiting entirely with an estimated $252M sold.

  • 502 institutional investors held Globe Life (GL) as of Q2 2024, down from 598 in Q1 2024.
  • Funds reported $6.09B of Globe Life stock for Q2 2024, down 34% quarter-over-quarter.
  • 74 funds opened new Globe Life positions in Q2 2024 and 162 closed out, a net change of -88 holders.
  • The largest Globe Life buyer in Q2 2024 was Invesco, an estimated $191M added.
  • The largest Globe Life seller in Q2 2024 was Cooke & Bieler, an estimated $252M sold.

Based on aggregated 13F filings for Q2 2024.