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Globe Life

542 hedge funds and large institutions have $8.28B invested in Globe Life in 2023 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 174 increasing their positions, 187 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $3.41M | Put options by funds: $1.7M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

10% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 52

0% more funds holding

Funds holding: 541542 (+1)

0.29% less ownership

Funds ownership: 80.54%80.25% (-0.29%)

2% less capital invested

Capital invested by funds: $8.42B → $8.28B (-$137M)

7% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 187

Holders
542
Holders Change
+1
Holders Change %
+0.18%
% of All Funds
8.6%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
57
Increased
174
Reduced
187
Closed
52
Calls
$3.41M
Puts
$1.7M
Net Calls
+$1.72M
Net Calls Change
-$760K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
76
Bank of Montreal
Ontario, Canada
$12.2M -$12.9M -115,315 -51%
LWIC
77
Leith Wheeler Investment Counsel
British Columbia, Canada
$12.1M +$146K +1,309 +1%
Natixis Advisors
78
Natixis Advisors
Massachusetts
$11.7M -$85.4K -765 -0.7%
AllianceBernstein
79
AllianceBernstein
Tennessee
$11.7M -$653K -5,849 -5%
BA
80
Bridgewater Associates
Connecticut
$11.5M +$5.56M +49,813 +89%
Connor, Clark & Lunn Investment Management (CC&L)
81
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$11.5M +$6.56M +58,752 +125%
LOAMS
82
Lombard Odier Asset Management (Switzerland)
Switzerland
$11.5M -$1.68M -15,000 -12%
Principal Financial Group
83
Principal Financial Group
Iowa
$11.4M -$228K -2,045 -2%
BB
84
Busey Bank
Illinois
$11.3M +$21.1K +189 +0.2%
BNP Paribas Asset Management
85
BNP Paribas Asset Management
France
$11.2M +$9.68M +86,670 +517%
ECM
86
ExodusPoint Capital Management
New York
$11.1M +$11.2M +100,157 +4,605%
New York State Teachers Retirement System (NYSTRS)
87
New York State Teachers Retirement System (NYSTRS)
New York
$11M -$913K -8,173 -7%
Teacher Retirement System of Texas
88
Teacher Retirement System of Texas
Texas
$10.9M +$964K +8,628 +9%
WIC
89
Willis Investment Counsel
Georgia
$10.9M -$3.77M -33,778 -25%
LPL Financial
90
LPL Financial
California
$10.8M +$9.44M +84,528 +566%
Squarepoint
91
Squarepoint
New York
$10.6M +$7.14M +63,959 +189%
LIM
92
Leavell Investment Management
Alabama
$10.1M
Renaissance Technologies
93
Renaissance Technologies
New York
$9.88M -$1.32M -11,800 -11%
RMDI
94
R.M. Davis Inc
Maine
$9.49M -$376K -3,367 -4%
Treasurer of the State of North Carolina
95
Treasurer of the State of North Carolina
North Carolina
$9.46M +$4M +35,784 +70%
Man Group
96
Man Group
United Kingdom
$9.35M -$7.69M -68,820 Closed
AWM
97
AE Wealth Management
Kansas
$8.81M +$68.1K +610 +0.8%
Royal London Asset Management
98
Royal London Asset Management
United Kingdom
$8.73M +$1.35M +12,098 +18%
Mitsubishi UFJ Asset Management
99
Mitsubishi UFJ Asset Management
Japan
$8.5M +$495K +4,430 +6%
Prudential Financial
100
Prudential Financial
New Jersey
$8.48M -$440K -3,941 -5%

GL Hedge Fund Activity: Q3 2023 in Review

542 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Globe Life (GL) for Q3 2023, worth a combined $8.28B — down 1.6% from $8.42B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new GL positions and 52 closed out — a net gain of 5 holders — while 174 added to existing stakes and 187 trimmed.

The largest buyer was Qube Research & Technologies (QRT), adding an estimated $30.5M. The largest seller was Berkshire Hathaway, cutting an estimated $188M.

  • 542 institutional investors held Globe Life (GL) as of Q3 2023, up from 541 in Q2 2023.
  • Funds reported $8.28B of Globe Life stock for Q3 2023, down 1.6% quarter-over-quarter.
  • 57 funds opened new Globe Life positions in Q3 2023 and 52 closed out, a net change of +5 holders.
  • The largest Globe Life buyer in Q3 2023 was Qube Research & Technologies (QRT), an estimated $30.5M added.
  • The largest Globe Life seller in Q3 2023 was Berkshire Hathaway, an estimated $188M sold.

Based on aggregated 13F filings for Q3 2023.