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Globe Life

472 hedge funds and large institutions have $8.47B invested in Globe Life in 2019 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 139 increasing their positions, 166 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

286% more call options, than puts

Call options by funds: $9.42M | Put options by funds: $2.44M

78% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 36

8% more capital invested

Capital invested by funds: $7.85B → $8.47B (+$620M)

4% more funds holding

Funds holding: 455472 (+17)

0.76% less ownership

Funds ownership: 75.46%74.69% (-0.76%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

16% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 166

Holders
472
Holders Change
+17
Holders Change %
+3.74%
% of All Funds
9.3%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.12%
New
64
Increased
139
Reduced
166
Closed
36
Calls
$9.42M
Puts
$2.44M
Net Calls
+$6.98M
Net Calls Change
+$5.87M
Name Holding Trade Value Shares
Change
Change in
Stake
AQR Capital Management
76
AQR Capital Management
Connecticut
$13.9M -$4.74M -47,543 -27%
TBC
77
Tweedy, Browne Co
Connecticut
$13.5M -$121K -1,209 -0.5%
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$13.2M -$1.14M -11,447 -8%
HW
79
Hancock Whitney
Mississippi
$12.8M -$947K -9,500 -7%
Zurich Cantonal Bank
80
Zurich Cantonal Bank
Switzerland
$12.6M +$1.8M +18,089 +18%
RJA
81
Raymond James & Associates
Florida
$12.5M -$324K -3,254 -3%
RMDI
82
R.M. Davis Inc
Maine
$12.4M +$251K +2,518 +2%
JP Morgan Chase
83
JP Morgan Chase
New York
$11.8M -$39.3M -393,970 -78%
WIC
84
Willis Investment Counsel
Georgia
$11M +$42.9K +430 +0.4%
Canada Life
85
Canada Life
Manitoba, Canada
$10.7M +$1.05M +10,581 +11%
CWM
86
CIBC World Markets
New York
$10.6M +$8.86M +88,851 +777%
VI
87
Vestcor Inc
New Brunswick, Canada
$10.3M +$9.8M +98,274 New
BSA
88
Braun Stacey Associates
New York
$10.1M +$9.6M +96,293 New
Prudential Financial
89
Prudential Financial
New Jersey
$10.1M +$145K +1,451 +2%
AAMU
90
Amundi Asset Management US
Massachusetts
$10.1M -$2.48M -24,845 -21%
NIPH
91
NN Investment Partners Holdings
Netherlands
$10.1M +$1.51M +15,196 +19%
Mitsubishi UFJ Trust & Banking
92
Mitsubishi UFJ Trust & Banking
Japan
$10M -$136K -1,368 -1%
Stifel Financial
93
Stifel Financial
Missouri
$9.4M -$35.4K -355 -0.4%
DGHMC
94
Dalton, Greiner, Hartman, Maher & Co
New York
$9.29M -$915K -9,181 -9%
State of New Jersey Common Pension Fund D
95
State of New Jersey Common Pension Fund D
New Jersey
$9.15M -$1.21M -12,116 -12%
Truist Financial
96
Truist Financial
North Carolina
$9.09M +$6.85M +68,675 +389%
UBS Group
97
UBS Group
Switzerland
$9.07M +$594K +5,963 +7%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
98
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$8.95M +$8.47M +85,000 New
Neuberger Berman Group
99
Neuberger Berman Group
New York
$8.87M +$971K +9,744 +13%
Chevy Chase Trust
100
Chevy Chase Trust
Maryland
$8.85M +$146K +1,467 +2%

GL Hedge Fund Activity: Q4 2019 in Review

472 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Globe Life (GL) for Q4 2019, worth a combined $8.47B — up 7.9% from $7.85B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new GL positions and 36 closed out — a net gain of 28 holders — while 139 added to existing stakes and 166 trimmed.

The largest buyer was Regions Financial Corp, opening a new position worth an estimated $172M. The largest seller was Acadian Asset Management, exiting entirely with an estimated $152M sold.

  • 472 institutional investors held Globe Life (GL) as of Q4 2019, up from 455 in Q3 2019.
  • Funds reported $8.47B of Globe Life stock for Q4 2019, up 7.9% quarter-over-quarter.
  • 64 funds opened new Globe Life positions in Q4 2019 and 36 closed out, a net change of +28 holders.
  • The largest Globe Life buyer in Q4 2019 was Regions Financial Corp, an estimated $172M added.
  • The largest Globe Life seller in Q4 2019 was Acadian Asset Management, an estimated $152M sold.

Based on aggregated 13F filings for Q4 2019.