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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
KFA
176
Kays Financial Advisory
Georgia
$2.2M +$155K +2,263 +8%
XK
177
Xact Kapitalforvaltning
Sweden
$2.13M +$188K +2,749 +11%
SAM
178
Shell Asset Management
Netherlands
$2.11M +$117K +1,701 +6%
BMO
179
Beck Mack & Oliver
New York
$2.07M -$30.8K -450 -2%
CG
180
Colony Group
Massachusetts
$2.06M +$33.9K +495 +2%
QIM
181
Quantitative Investment Management
Virginia
$2.04M +$1.03M +15,000 +119%
ASRS
182
Arizona State Retirement System
Arizona
$2.01M -$6.86K -100 -0.4%
WG
183
Welch Group
Alabama
$1.98M -$7.75K -113 -0.4%
GHCM
184
Glen Harbor Capital Management
California
$1.97M +$1.83M +26,740 New
MERSOM
185
Municipal Employees' Retirement System of Michigan
Michigan
$1.97M +$1.59M +23,150 +652%
JG
186
Jefferies Group
New York
$1.91M +$620K +9,037 +53%
MRCM
187
M&R Capital Management
New Jersey
$1.91M – – –
EIM
188
ExxonMobil Investment Management
Texas
$1.88M -$199K -2,898 -10%
Public Sector Pension Investment Board (PSP Investments)
189
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.81M -$13.7K -200 -0.8%
B
190
Bridgeworth
Alabama
$1.78M +$1.66M +24,143 New
PS
191
Pensionfund Sabic
Netherlands
$1.77M – – –
RCM
192
Riverhead Capital Management
Delaware
$1.77M -$466K -6,800 -22%
EAM
193
EULAV Asset Management
Florida
$1.76M – – –
FAF
194
Fjarde Ap-fonden
Sweden
$1.76M -$211K -3,083 -11%
Public Employees Retirement Association of Colorado
195
Public Employees Retirement Association of Colorado
Colorado
$1.74M -$146K -2,123 -8%
BSB
196
Bangor Savings Bank
Maine
$1.66M -$8.78K -128 -0.6%
CIP
197
Convergence Investment Partners
Florida
$1.65M +$1.54M +22,397 New
LIA
198
LS Investment Advisors
Michigan
$1.61M -$123K -1,796 -8%
URS
199
Utah Retirement Systems
Utah
$1.6M +$6.86K +100 +0.5%
SI
200
Stephens Inc
Arkansas
$1.59M -$60.5K -883 -4%
6 7
8
9 10

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.