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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
SOMRS
176
State of Michigan Retirement System
Michigan
$2.36M +$7.91K +78 +0.3%
Aviva
177
Aviva
United Kingdom
$2.35M -$660K -6,509 -22%
GIA
178
GHP Investment Advisors
Colorado
$2.32M +$105K +1,033 +5%
PCM
179
Parsons Capital Management
Rhode Island
$2.32M -$27.3K -269 -1%
Teacher Retirement System of Texas
180
Teacher Retirement System of Texas
Texas
$2.32M +$438K +4,321 +23%
ACM
181
AlphaCrest Capital Management
New York
$2.23M +$699K +6,899 +45%
OC
182
Oakworth Capital
Alabama
$2.22M -$117K -1,153 -5%
SO
183
STRS Ohio
Ohio
$2.21M +$27.2K +268 +1%
CWM
184
CIBC World Markets
New York
$2.19M -$1.78M -17,590 -45%
BMO
185
Beck Mack & Oliver
New York
$2.13M – – –
TRCT
186
Tower Research Capital (TRC)
New York
$2.1M +$1.37M +13,478 +183%
UIA
187
UBP Investment Advisors
Switzerland
$2.04M -$519K -5,120 -43%
PWM
188
Pinnacle Wealth Management
California
$2.02M +$2.04M +20,085 New
CIA
189
Choate Investment Advisors
Massachusetts
$2M +$1.55M +15,306 +337%
IA
190
IFG Advisory
Georgia
$1.96M +$101K +998 +5%
BCM
191
Bienville Capital Management
New York
$1.93M – – –
DnB Asset Management
192
DnB Asset Management
Norway
$1.91M +$233K +2,296 +14%
MOACM
193
Mutual of America Capital Management
New York
$1.9M +$13.2K +130 +0.7%
JMPWA
194
JP Morgan Private Wealth Advisors
California
$1.9M -$6.59K -65 -0.3%
Fuller & Thaler Asset Management
195
Fuller & Thaler Asset Management
California
$1.89M +$223K +2,200 +13%
Wealthfront Advisers
196
Wealthfront Advisers
California
$1.89M +$1.03M +10,134 +117%
BA
197
Bridgewater Associates
Connecticut
$1.87M +$968K +9,548 +106%
NIPH
198
NN Investment Partners Holdings
Netherlands
$1.8M -$2.65M -26,092 -59%
URS
199
Utah Retirement Systems
Utah
$1.8M -$30.4K -300 -2%
OPERF
200
Oregon Public Employees Retirement Fund
Oregon
$1.79M – – –
6 7
8
9 10

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.