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Globe Life

492 hedge funds and large institutions have $7.31B invested in Globe Life in 2020 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 146 increasing their positions, 186 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 30

87% more call options, than puts

Call options by funds: $9.42M | Put options by funds: $5.03M

18% more capital invested

Capital invested by funds: $6.2B → $7.31B (+$1.1B)

7% more funds holding

Funds holding: 458492 (+34)

0.5% more ownership

Funds ownership: 73.27%73.76% (+0.5%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

22% less repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 186

Holders
492
Holders Change
+34
Holders Change %
+7.42%
% of All Funds
8.71%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
68
Increased
146
Reduced
186
Closed
30
Calls
$9.42M
Puts
$5.03M
Net Calls
+$4.39M
Net Calls Change
+$6.69M
Name Holding Trade Value Shares
Change
Change in
Stake
CM
126
Cornerstone Management
Georgia
$4.48M
VOYA Investment Management
127
VOYA Investment Management
Georgia
$4.44M -$1.11M -12,516 -21%
FMP
128
Financial Management Professionals
Texas
$4.28M -$24K -270 -0.6%
WG
129
Welch Group
Alabama
$4.25M -$49.1K -551 -1%
Asset Management One
130
Asset Management One
Japan
$4.25M -$175K -1,970 -4%
DIA
131
Dean Investment Associates
Ohio
$4.22M -$45.1K -506 -1%
Qube Research & Technologies (QRT)
132
Qube Research & Technologies (QRT)
United Kingdom
$4.17M +$1.64M +18,452 +72%
Rafferty Asset Management
133
Rafferty Asset Management
New York
$4.06M +$584K +6,557 +18%
KFC
134
Klingenstein Fields & Co
New York
$3.97M -$30.4K -341 -0.8%
DA
135
Duality Advisers
Florida
$3.94M +$3.7M +41,513 New
US Bancorp
136
US Bancorp
Minnesota
$3.9M -$42.1K -473 -1%
PNC Financial Services Group
137
PNC Financial Services Group
Pennsylvania
$3.87M +$333K +3,738 +10%
Royal London Asset Management
138
Royal London Asset Management
United Kingdom
$3.82M +$3.59M +40,282 New
Aberdeen Group
139
Aberdeen Group
United Kingdom
$3.82M +$44.5K +500 +1%
Osaic Holdings
140
Osaic Holdings
Arizona
$3.75M -$85.3K -958 -2%
Retirement Systems of Alabama
141
Retirement Systems of Alabama
Alabama
$3.73M +$3.49M +39,245 New
Franklin Resources
142
Franklin Resources
California
$3.71M +$118K +1,320 +3%
CWM
143
CIBC World Markets
New York
$3.67M +$381K +4,274 +12%
N
144
Natixis
France
$3.65M +$3.43M +38,494 New
Treasurer of the State of North Carolina
145
Treasurer of the State of North Carolina
North Carolina
$3.6M -$49K -550 -1%
E
146
Ergoteles
New York
$3.44M +$3.22M +36,200 New
TD Asset Management
147
TD Asset Management
Ontario, Canada
$3.34M +$495K +5,557 +19%
Natixis Advisors
148
Natixis Advisors
Massachusetts
$3.3M -$36K -404 -1%
WSFS
149
Wilmington Savings Fund Society
Delaware
$3.29M
Aviva
150
Aviva
United Kingdom
$3.29M +$58.7K +659 +2%

GL Hedge Fund Activity: Q4 2020 in Review

492 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Globe Life (GL) for Q4 2020, worth a combined $7.31B — up 18% from $6.2B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new GL positions and 30 closed out — a net gain of 38 holders — while 146 added to existing stakes and 186 trimmed.

The largest buyer was Rockefeller Capital Management, adding an estimated $115M. The largest seller was Citadel Advisors, cutting an estimated $86.8M.

  • 492 institutional investors held Globe Life (GL) as of Q4 2020, up from 458 in Q3 2020.
  • Funds reported $7.31B of Globe Life stock for Q4 2020, up 18% quarter-over-quarter.
  • 68 funds opened new Globe Life positions in Q4 2020 and 30 closed out, a net change of +38 holders.
  • The largest Globe Life buyer in Q4 2020 was Rockefeller Capital Management, an estimated $115M added.
  • The largest Globe Life seller in Q4 2020 was Citadel Advisors, an estimated $86.8M sold.

Based on aggregated 13F filings for Q4 2020.