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Globe Life
GL

431 hedge funds and large institutions have $6.42B invested in Globe Life in 2016 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 129 increasing their positions, 161 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

174% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 23

17% more capital invested

Capital invested by funds: $5.5B → $6.42B (+$913M)

8% more funds holding

Funds holding: 399 → 431 (+32)

0.67% more ownership

Funds ownership: 72.69% → 73.35% (+0.67%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

12% less call options, than puts

Call options by funds: $4.02M | Put options by funds: $4.59M

20% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 161

Holders
431
Holders Change
+32
Holders Change %
+8.02%
% of All Funds
10.78%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
63
Increased
129
Reduced
161
Closed
23
Calls
$4.02M
Puts
$4.59M
Net Calls
-$566K
Net Calls Change
-$3.32M

Top Buyers

1
AIM
abrdn Investment Management
United Kingdom
+$33.4M
2
State Street
State Street
Massachusetts
+$29M
3
CS
Credit Suisse
Switzerland
+$23M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$21.6M
5
Citadel Advisors
Citadel Advisors
Florida
+$14.2M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$43.9M
2
NIPH
NN Investment Partners Holdings
Netherlands
-$39.4M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$34.1M
4
GL
Globe Life
Texas
-$27.4M
5
Invesco
Invesco
Georgia
-$15.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
101
Kingdon Capital Management
New York
$7.37M +$6.85M +99,934 New
Chevy Chase Trust
102
Chevy Chase Trust
Maryland
$7.34M -$50.7K -739 -0.7%
OTPPB
103
Ontario Teachers' Pension Plan Board
Ontario, Canada
$7.03M -$412K -6,017 -6%
BCM
104
Bienville Capital Management
New York
$6.97M – – –
CC
105
Cipher Capital
New York
$6.89M +$1.64M +23,946 +34%
Ohio Public Employees Retirement System (OPERS)
106
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.66M +$67.5K +984 +1%
CCM
107
Channing Capital Management
Illinois
$6.66M -$1.33M -19,349 -18%
Harris Associates
108
Harris Associates
Illinois
$6.54M -$1.53M -22,250 -20%
MPM
109
Meritage Portfolio Management
Kansas
$6.52M -$233K -3,392 -4%
Millennium Management
110
Millennium Management
New York
$6.42M +$2.52M +36,712 +73%
Marshall Wace
111
Marshall Wace
United Kingdom
$6.3M +$1.31M +19,111 +29%
DIA
112
Dean Investment Associates
Ohio
$6.25M -$61.4K -896 -1%
HCMT
113
Highland Capital Management (Tennessee)
Tennessee
$6.2M +$48K +700 +0.8%
CB
114
Cooke & Bieler
Pennsylvania
$5.88M -$2.47M -36,049 -31%
Zurich Cantonal Bank
115
Zurich Cantonal Bank
Switzerland
$5.75M -$696K -10,156 -12%
Norges Bank
116
Norges Bank
Norway
$5.65M – – –
SB
117
Suntrust Banks
Georgia
$5.64M +$31.9K +465 +0.6%
Aviva
118
Aviva
United Kingdom
$5.54M +$266K +3,873 +5%
AAF
119
Andra AP-fonden
Sweden
$5.44M -$41.1K -600 -0.8%
SBIA
120
Sheaff Brock Investment Advisors
Indiana
$4.99M -$110K -1,600 -2%
BOC
121
Barbara Oil Co
Illinois
$4.98M – – –
VOYA Investment Management
122
VOYA Investment Management
Georgia
$4.84M -$190K -2,773 -4%
State of Wisconsin Investment Board
123
State of Wisconsin Investment Board
Wisconsin
$4.79M -$762K -11,116 -15%
CAM
124
Capstone Asset Management
Texas
$4.63M -$14.4K -210 -0.3%
BNP Paribas Financial Markets
125
BNP Paribas Financial Markets
France
$4.57M +$1.41M +20,629 +50%
3 4
5
6 7

GL Hedge Fund Activity: Q4 2016 in Review

431 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Globe Life (GL) for Q4 2016, worth a combined $6.42B — up 17% from $5.5B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new GL positions and 23 closed out — a net gain of 40 holders — while 129 added to existing stakes and 161 trimmed.

The largest buyer was abrdn Investment Management, adding an estimated $33.4M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), cutting an estimated $43.9M.

  • 431 institutional investors held Globe Life (GL) as of Q4 2016, up from 399 in Q3 2016.
  • Funds reported $6.42B of Globe Life stock for Q4 2016, up 17% quarter-over-quarter.
  • 63 funds opened new Globe Life positions in Q4 2016 and 23 closed out, a net change of +40 holders.
  • The largest Globe Life buyer in Q4 2016 was abrdn Investment Management, an estimated $33.4M added.
  • The largest Globe Life seller in Q4 2016 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $43.9M sold.

Based on aggregated 13F filings for Q4 2016.