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Globe Life
GL

486 hedge funds and large institutions have $8.05B invested in Globe Life in 2022 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 172 increasing their positions, 153 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 33

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

15% more capital invested

Capital invested by funds: $7.03B → $8.05B (+$1.02B)

12% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 153

6.6% more ownership

Funds ownership: 74.5% → 81.1% (+6.6%)

5% more funds holding

Funds holding: 462 → 486 (+24)

14% less call options, than puts

Call options by funds: $4.64M | Put options by funds: $5.38M

Holders
486
Holders Change
+24
Holders Change %
+5.19%
% of All Funds
7.67%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
64
Increased
172
Reduced
153
Closed
33
Calls
$4.64M
Puts
$5.38M
Net Calls
-$740K
Net Calls Change
+$3.81M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$200M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$178M
3
Invesco
Invesco
Georgia
+$51.5M
4
PCM
Parsifal Capital Management
Connecticut
+$44.2M
5
Ensign Peak Advisors
Ensign Peak Advisors
Utah
+$26.9M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$30.1M
2
Millennium Management
Millennium Management
New York
-$25.6M
3
APG Asset Management
APG Asset Management
Netherlands
-$14.7M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$12.7M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$10.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
51
Wells Fargo
California
$18.5M +$93.1K +918 +0.5%
NIG
52
NFJ Investment Group
Texas
$17.5M -$750K -7,402 -4%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$16.8M +$1.22M +12,044 +8%
ISL
54
Ingalls & Snyder LLC
New York
$16.6M – – –
Robeco Institutional Asset Management
55
Robeco Institutional Asset Management
Netherlands
$16.5M -$323K -3,189 -2%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$16.2M -$1.1M -10,839 -6%
First Trust Advisors
57
First Trust Advisors
Illinois
$16.2M -$5.52M -54,454 -25%
WIC
58
Willis Investment Counsel
Georgia
$16M -$126K -1,240 -0.8%
RJA
59
Raymond James & Associates
Florida
$15.8M -$178K -1,753 -1%
Qube Research & Technologies (QRT)
60
Qube Research & Technologies (QRT)
United Kingdom
$15.7M +$15.8M +155,854 New
CGM
61
Capital Growth Management
Massachusetts
$15.1M +$15.2M +150,000 New
BC
62
Brookfield Corp
Ontario, Canada
$15M +$15.1M +148,663 New
CCM
63
Copeland Capital Management
Pennsylvania
$14.8M -$144K -1,420 -1%
SSA
64
Schonfeld Strategic Advisors
New York
$14.8M +$7.91M +78,025 +113%
AWM
65
AE Wealth Management
Kansas
$14M +$4.61M +45,472 +49%
LIM
66
Leavell Investment Management
Alabama
$14M -$1.57M -15,499 -10%
T. Rowe Price Associates
67
T. Rowe Price Associates
Maryland
$13.8M -$1.19M -11,758 -8%
Russell Investments Group
68
Russell Investments Group
United Kingdom
$13.6M +$4.61M +45,519 +51%
State Board of Administration of Florida Retirement System
69
State Board of Administration of Florida Retirement System
Florida
$13.1M -$121K -1,191 -0.9%
Principal Financial Group
70
Principal Financial Group
Iowa
$12.9M +$672K +6,629 +5%
AllianceBernstein
71
AllianceBernstein
Tennessee
$12.9M -$5.88M -58,043 -31%
Lazard Asset Management
72
Lazard Asset Management
New York
$12.6M -$135K -1,328 -1%
Voloridge Investment Management
73
Voloridge Investment Management
Florida
$11.4M -$1.23M -12,127 -10%
LWIC
74
Leith Wheeler Investment Counsel
British Columbia, Canada
$11M -$1.2M -11,820 -10%
New York State Teachers Retirement System (NYSTRS)
75
New York State Teachers Retirement System (NYSTRS)
New York
$10.6M – – –
1 2
3
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GL Hedge Fund Activity: Q1 2022 in Review

486 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Globe Life (GL) for Q1 2022, worth a combined $8.05B — up 15% from $7.03B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new GL positions and 33 closed out — a net gain of 31 holders — while 172 added to existing stakes and 153 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $200M. The largest seller was Citadel Advisors, cutting an estimated $30.1M.

  • 486 institutional investors held Globe Life (GL) as of Q1 2022, up from 462 in Q4 2021.
  • Funds reported $8.05B of Globe Life stock for Q1 2022, up 15% quarter-over-quarter.
  • 64 funds opened new Globe Life positions in Q1 2022 and 33 closed out, a net change of +31 holders.
  • The largest Globe Life buyer in Q1 2022 was Wellington Management Group, an estimated $200M added.
  • The largest Globe Life seller in Q1 2022 was Citadel Advisors, an estimated $30.1M sold.

Based on aggregated 13F filings for Q1 2022.