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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
CM
126
Crestline Management
Texas
$4.87M +$4.91M +48,442 New
Envestnet Asset Management
127
Envestnet Asset Management
Illinois
$4.68M +$433K +4,274 +10%
Holocene Advisors
128
Holocene Advisors
New York
$4.61M -$2.78M -27,391 -37%
CM
129
Cornerstone Management
Georgia
$4.6M – – –
TRSOTSOK
130
Teachers Retirement System of the State of Kentucky
Kentucky
$4.56M -$29.1K -287 -0.6%
FMP
131
Financial Management Professionals
Texas
$4.49M +$507 +5 +0%
Truist Financial
132
Truist Financial
North Carolina
$4.14M -$141K -1,386 -3%
Osaic Holdings
133
Osaic Holdings
Arizona
$4.12M +$388K +3,825 +10%
PNC Financial Services Group
134
PNC Financial Services Group
Pennsylvania
$4.09M +$118K +1,159 +3%
Allspring Global Investments
135
Allspring Global Investments
North Carolina
$4M +$210K +2,068 +5%
KFC
136
Klingenstein Fields & Co
New York
$4M – – –
Balyasny Asset Management
137
Balyasny Asset Management
Illinois
$3.94M -$9.56M -94,319 -71%
Asset Management One
138
Asset Management One
Japan
$3.89M -$508K -5,008 -11%
DIA
139
Dean Investment Associates
Ohio
$3.89M -$17.3K -171 -0.4%
US Bancorp
140
US Bancorp
Minnesota
$3.89M +$49.1K +484 +1%
AQR Capital Management
141
AQR Capital Management
Connecticut
$3.88M -$1.84M -18,125 -32%
GC
142
Guggenheim Capital
Illinois
$3.76M +$1.15M +11,313 +43%
Treasurer of the State of North Carolina
143
Treasurer of the State of North Carolina
North Carolina
$3.71M +$59.6K +588 +2%
Handelsbanken Fonder
144
Handelsbanken Fonder
Sweden
$3.71M – – –
Nisa Investment Advisors
145
Nisa Investment Advisors
Missouri
$3.71M – – –
VOYA Investment Management
146
VOYA Investment Management
Georgia
$3.57M -$91.5K -903 -2%
HighTower Advisors
147
HighTower Advisors
Illinois
$3.55M -$102K -1,008 -3%
Royal London Asset Management
148
Royal London Asset Management
United Kingdom
$3.52M – – –
WSFS
149
Wilmington Savings Fund Society
Delaware
$3.38M – – –
SFI
150
Susquehanna Fundamental Investments
Pennsylvania
$3.36M +$575K +5,671 +20%
4 5
6
7 8

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.