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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
OC
151
Oakworth Capital
Alabama
$3.15M – – –
US Bancorp
152
US Bancorp
Minnesota
$3.13M -$277K -4,043 -9%
BB
153
Busey Bank
Illinois
$3.12M -$40.5K -591 -1%
LTFS
154
Ladenburg Thalmann Financial Services
Florida
$3.09M +$1.17K +17 +0%
WSFS
155
Wilmington Savings Fund Society
Delaware
$3.04M -$41.3K -603 -1%
ACI
156
AMP Capital Investors
Australia
$2.93M -$49.2K -717 -2%
Nordea Investment Management
157
Nordea Investment Management
Sweden
$2.93M -$132K -1,923 -5%
VIA
158
Vident Investment Advisory
Georgia
$2.83M +$102K +1,492 +4%
Royal Bank of Canada
159
Royal Bank of Canada
Ontario, Canada
$2.8M +$549K +8,006 +27%
Los Angeles Capital Management
160
Los Angeles Capital Management
California
$2.77M -$4.81M -70,229 -65%
UBS Group
161
UBS Group
Switzerland
$2.71M -$120K -1,752 -5%
USAA
162
United Services Automobile Association
Texas
$2.69M +$31.5K +460 +1%
GIBU
163
Gulf International Bank (UK)
United Kingdom
$2.68M – – –
SOMRS
164
State of Michigan Retirement System
Michigan
$2.66M -$188K -2,736 -7%
Korea Investment Corp
165
Korea Investment Corp
South Korea
$2.62M +$1.58M +23,000 +184%
BTS
166
BB&T Securities
Virginia
$2.55M -$59.1K -862 -2%
GLA
167
Great Lakes Advisors
Illinois
$2.53M +$760K +11,092 +48%
PCM
168
Parsons Capital Management
Rhode Island
$2.47M -$70.3K -1,026 -3%
TPSF
169
Texas Permanent School Fund
Texas
$2.44M -$85.5K -1,247 -4%
EP
170
Elkfork Partners
Oregon
$2.4M +$2.23M +32,470 New
JRP
171
Jasper Ridge Partners
California
$2.36M – – –
HIMCH
172
Hartford Investment Management Co (HIMCO)
Connecticut
$2.34M +$128K +1,871 +6%
Credit Agricole
173
Credit Agricole
France
$2.31M +$1.04M +15,142 +93%
Cambridge Investment Research Advisors
174
Cambridge Investment Research Advisors
Iowa
$2.31M +$558K +8,134 +35%
Bessemer Group
175
Bessemer Group
New Jersey
$2.28M +$2.12M +30,885 New
5 6
7
8 9

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.