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Globe Life

436 hedge funds and large institutions have $6.81B invested in Globe Life in 2017 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 136 increasing their positions, 185 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $6.49B → $6.81B (+$323M)

0.63% more ownership

Funds ownership: 72.56%73.19% (+0.63%)

2% less funds holding

Funds holding: 444436 (-8)

12% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 33

26% less repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 185

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
436
Holders Change
-8
Holders Change %
-1.8%
% of All Funds
10.87%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
29
Increased
136
Reduced
185
Closed
33
Calls
$3.03M
Puts
Net Calls
+$3.03M
Net Calls Change
-$1.71M
Name Holding Trade Value Shares
Change
Change in
Stake
CS
51
Credit Suisse
Switzerland
$20.8M -$18M -231,168 -47%
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$19.8M -$34K -436 -0.2%
TCIM
53
TIAA CREF Investment Management
New York
$19M -$410K -5,259 -2%
D.E. Shaw & Co
54
D.E. Shaw & Co
New York
$18.6M -$5.16M -66,259 -22%
Mitsubishi UFJ Trust & Banking
55
Mitsubishi UFJ Trust & Banking
Japan
$18.5M -$129K -1,660 -0.7%
Arrowstreet Capital
56
Arrowstreet Capital
Massachusetts
$18.4M -$645K -8,282 -3%
Russell Investments Group
57
Russell Investments Group
United Kingdom
$18M -$942K -12,087 -5%
T. Rowe Price Associates
58
T. Rowe Price Associates
Maryland
$15.9M +$41.1K +527 +0.3%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$15.8M -$1.34M -17,149 -8%
State Board of Administration of Florida Retirement System
60
State Board of Administration of Florida Retirement System
Florida
$15.6M +$76.1K +976 +0.5%
New York State Teachers Retirement System (NYSTRS)
61
New York State Teachers Retirement System (NYSTRS)
New York
$15.6M -$564K -7,238 -4%
BNP Paribas Asset Management
62
BNP Paribas Asset Management
France
$15.5M +$273K +3,507 +2%
Acadian Asset Management
63
Acadian Asset Management
Massachusetts
$15.5M +$10M +128,658 +200%
HW
64
Hancock Whitney
Mississippi
$15.3M -$494K -6,344 -3%
Fisher Asset Management
65
Fisher Asset Management
Washington
$15.2M -$87K -1,116 -0.6%
AllianceBernstein
66
AllianceBernstein
Tennessee
$15.1M +$65.2K +836 +0.4%
Citadel Advisors
67
Citadel Advisors
Florida
$15.1M +$1.77M +22,754 +14%
Macquarie Group
68
Macquarie Group
Australia
$14.7M -$1.26M -16,150 -8%
Asset Management One
69
Asset Management One
Japan
$14.2M +$48.7K +625 +0.4%
Principal Financial Group
70
Principal Financial Group
Iowa
$13.5M -$485K -6,227 -4%
ISL
71
Ingalls & Snyder LLC
New York
$13.5M
Neuberger Berman Group
72
Neuberger Berman Group
New York
$13.4M -$955K -12,253 -7%
First Trust Advisors
73
First Trust Advisors
Illinois
$13M +$1.1M +14,109 +9%
TA
74
Teachers Advisors
New York
$12.9M +$314K +4,028 +3%
GC
75
Gillson Capital
Illinois
$12.7M +$1.02M +13,112 +9%

GL Hedge Fund Activity: Q3 2017 in Review

436 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Globe Life (GL) for Q3 2017, worth a combined $6.81B — up 5% from $6.49B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of GL and 29 opened new positions — a net loss of 4 holders — while 185 trimmed existing stakes and 136 added.

The largest buyer was NN Investment Partners Holdings, adding an estimated $61M. The largest seller was Janus Henderson Group, cutting an estimated $19.8M.

  • 436 institutional investors held Globe Life (GL) as of Q3 2017, down from 444 in Q2 2017.
  • Funds reported $6.81B of Globe Life stock for Q3 2017, up 5% quarter-over-quarter.
  • 29 funds opened new Globe Life positions in Q3 2017 and 33 closed out, a net change of -4 holders.
  • The largest Globe Life buyer in Q3 2017 was NN Investment Partners Holdings, an estimated $61M added.
  • The largest Globe Life seller in Q3 2017 was Janus Henderson Group, an estimated $19.8M sold.

Based on aggregated 13F filings for Q3 2017.