Globe Life
587 hedge funds and large institutions have $9.37B invested in Globe Life in 2023 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 184 increasing their positions, 204 reducing their positions, and 38 closing their positions.
139% more first-time investments, than exits
New positions opened: 91 | Existing positions closed: 38
13% more capital invested
Capital invested by funds: $8.28B → $9.37B (+$1.09B)
8% more funds holding
Funds holding: 542 → 587 (+45)
1.68% more ownership
Funds ownership: 80.25% → 81.93% (+1.7%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
10% less repeat investments, than reductions
Existing positions increased: 184 | Existing positions reduced: 204
58% less call options, than puts
Call options by funds: $5.39M | Put options by funds: $13M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$140M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$73.6M |
| 3 |
BlackRock
New York
|
+$58.5M |
| 4 |
Corient Private Wealth
Miami,
Florida
|
+$39.7M |
| 5 |
California Public Employees Retirement System
Sacramento,
California
|
+$35.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Berkshire Hathaway
Omaha,
Nebraska
|
-$90.4M |
| 2 |
Goldman Sachs
New York
|
-$57.8M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
-$49.5M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$43.4M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$39.6M |
GL Hedge Fund Activity: Q4 2023 in Review
587 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Globe Life (GL) for Q4 2023, worth a combined $9.37B — up 13% from $8.28B a quarter earlier.
Buyers outnumbered sellers: 91 funds opened new GL positions and 38 closed out — a net gain of 53 holders — while 184 added to existing stakes and 204 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $140M. The largest seller was Berkshire Hathaway, exiting entirely with an estimated $90.4M sold.
- 587 institutional investors held Globe Life (GL) as of Q4 2023, up from 542 in Q3 2023.
- Funds reported $9.37B of Globe Life stock for Q4 2023, up 13% quarter-over-quarter.
- 91 funds opened new Globe Life positions in Q4 2023 and 38 closed out, a net change of +53 holders.
- The largest Globe Life buyer in Q4 2023 was Morgan Stanley, an estimated $140M added.
- The largest Globe Life seller in Q4 2023 was Berkshire Hathaway, an estimated $90.4M sold.
Based on aggregated 13F filings for Q4 2023.