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Globe Life

542 hedge funds and large institutions have $8.28B invested in Globe Life in 2023 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 174 increasing their positions, 187 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $3.41M | Put options by funds: $1.7M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

10% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 52

0% more funds holding

Funds holding: 541542 (+1)

0.29% less ownership

Funds ownership: 80.54%80.25% (-0.29%)

2% less capital invested

Capital invested by funds: $8.42B → $8.28B (-$137M)

7% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 187

Holders
542
Holders Change
+1
Holders Change %
+0.18%
% of All Funds
8.6%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
57
Increased
174
Reduced
187
Closed
52
Calls
$3.41M
Puts
$1.7M
Net Calls
+$1.72M
Net Calls Change
-$760K
Name Holding Trade Value Shares
Change
Change in
Stake
KFC
151
Klingenstein Fields & Co
New York
$3.87M
Commonwealth Equity Services
152
Commonwealth Equity Services
Massachusetts
$3.77M -$91K -815 -2%
HighTower Advisors
153
HighTower Advisors
Illinois
$3.76M +$102K +914 +3%
SIG
154
Stonegate Investment Group
Alabama
$3.7M -$51.8K -464 -1%
WSFS
155
Wilmington Savings Fund Society
Delaware
$3.64M
Caisse de Depot et Placement du Quebec (CDPQ)
156
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$3.62M +$1.77M +15,832 +91%
Fuller & Thaler Asset Management
157
Fuller & Thaler Asset Management
California
$3.6M +$284K +2,544 +8%
VOYA Investment Management
158
VOYA Investment Management
Georgia
$3.39M -$160K -1,436 -4%
PRWA
159
Platte River Wealth Advisors
Colorado
$3.37M +$3.46M +31,000 New
AB
160
Amalgamated Bank
New York
$3.37M +$331K +2,961 +11%
SF
161
Synovus Financial
Georgia
$3.35M +$1.45K +13 +0%
Rafferty Asset Management
162
Rafferty Asset Management
New York
$3.17M +$67.5K +604 +2%
State of Tennessee, Department of Treasury
163
State of Tennessee, Department of Treasury
Tennessee
$3.07M -$27.5K -246 -0.9%
PI
164
Putnam Investments
Massachusetts
$3.04M +$3.12M +27,961 New
National Bank of Canada
165
National Bank of Canada
Quebec, Canada
$3.01M -$695K -6,226 -18%
IIM
166
INTECH Investment Management
Florida
$3M +$2.47M +22,102 +404%
Nomura Asset Management
167
Nomura Asset Management
Japan
$3M -$320K -2,870 -9%
AM
168
AGF Management
Ontario, Canada
$2.94M -$601K -5,382 -17%
SGA
169
Strategic Global Advisors
California
$2.91M -$119K -1,062 -4%
GIA
170
GHP Investment Advisors
Colorado
$2.91M -$2.35K -21 -0.1%
Mirae Asset Global Investments
171
Mirae Asset Global Investments
South Korea
$2.89M +$22.9K +205 +0.8%
VA
172
Vident Advisory
Georgia
$2.8M +$2.88M +25,749 New
B
173
Bridgeworth
Alabama
$2.78M
UB
174
UMB Bank
Missouri
$2.78M
Wealthfront Advisers
175
Wealthfront Advisers
California
$2.78M +$67.7K +606 +2%

GL Hedge Fund Activity: Q3 2023 in Review

542 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Globe Life (GL) for Q3 2023, worth a combined $8.28B — down 1.6% from $8.42B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new GL positions and 52 closed out — a net gain of 5 holders — while 174 added to existing stakes and 187 trimmed.

The largest buyer was Qube Research & Technologies (QRT), adding an estimated $30.5M. The largest seller was Berkshire Hathaway, cutting an estimated $188M.

  • 542 institutional investors held Globe Life (GL) as of Q3 2023, up from 541 in Q2 2023.
  • Funds reported $8.28B of Globe Life stock for Q3 2023, down 1.6% quarter-over-quarter.
  • 57 funds opened new Globe Life positions in Q3 2023 and 52 closed out, a net change of +5 holders.
  • The largest Globe Life buyer in Q3 2023 was Qube Research & Technologies (QRT), an estimated $30.5M added.
  • The largest Globe Life seller in Q3 2023 was Berkshire Hathaway, an estimated $188M sold.

Based on aggregated 13F filings for Q3 2023.