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Globe Life
GL

467 hedge funds and large institutions have $7.26B invested in Globe Life in 2021 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 140 increasing their positions, 180 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

7.48% more ownership

Funds ownership: 66.83% → 74.31% (+7.5%)

8% more call options, than puts

Call options by funds: $7.52M | Put options by funds: $6.99M

3% less capital invested

Capital invested by funds: $7.45B → $7.26B (-$190M)

4% less funds holding

Funds holding: 484 → 467 (-17)

22% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 180

28% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 46

Holders
467
Holders Change
-17
Holders Change %
-3.51%
% of All Funds
8.13%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
33
Increased
140
Reduced
180
Closed
46
Calls
$7.52M
Puts
$6.99M
Net Calls
+$533K
Net Calls Change
+$1.33M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$31.7M
2
CB
Cooke & Bieler
Pennsylvania
+$27.8M
3
WBC
Westpac Banking Corp
Australia
+$23.5M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$18.7M
5
Invesco
Invesco
Georgia
+$16.5M

Top Sellers

1
California Public Employees Retirement System
California Public Employees Retirement System
California
-$55.9M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$50.1M
3
EVM
Eaton Vance Management
Massachusetts
-$29M
4
BlackRock
BlackRock
New York
-$17.9M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$15.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
WG
201
Winton Group
United Kingdom
$1.54M +$611K +5,971 +59%
RP
202
Rowlandmiller & Partners
Georgia
$1.53M – – –
JMPWA
203
JP Morgan Private Wealth Advisors
California
$1.53M -$37.6K -367 -2%
Verition Fund Management
204
Verition Fund Management
Connecticut
$1.53M +$243K +2,371 +17%
GC
205
Guggenheim Capital
Illinois
$1.51M -$188K -1,836 -10%
TPSF
206
Texas Permanent School Fund
Texas
$1.5M -$12.1K -118 -0.7%
OAM
207
Optimal Asset Management
California
$1.46M – – –
CC
208
Centiva Capital
New York
$1.46M +$1.35M +13,199 +635%
DnB Asset Management
209
DnB Asset Management
Norway
$1.45M +$118K +1,155 +8%
PAM
210
Palisade Asset Management
Minnesota
$1.43M – – –
ACA
211
Aptus Capital Advisors
Alabama
$1.42M -$2.76K -27 -0.2%
Public Sector Pension Investment Board (PSP Investments)
212
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.42M +$601K +5,870 +65%
MSL
213
Mackay Shields LLC
New York
$1.4M -$127K -1,238 -8%
RJFSA
214
Raymond James Financial Services Advisors
Florida
$1.35M -$118K -1,153 -8%
DTL
215
Dynamic Technology Lab
Singapore
$1.32M -$356K -3,478 -20%
LNWWM
216
Laird Norton Wetherby Wealth Management
California
$1.3M +$956K +9,340 +219%
MA
217
Montag & Associates
Georgia
$1.29M – – –
LBC
218
Lowe Brockenbrough & Co
Virginia
$1.22M – – –
Public Employees Retirement Association of Colorado
219
Public Employees Retirement Association of Colorado
Colorado
$1.22M – – –
KF
220
Krilogy Financial
Missouri
$1.19M -$102 -1 -0%
AIC
221
Aurora Investment Counsel
Georgia
$1.18M -$6.14K -60 -0.5%
HIMCH
222
Hartford Investment Management Co (HIMCO)
Connecticut
$1.17M -$9.83K -96 -0.8%
COPPSERS
223
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.13M -$512 -5 -0%
VWM
224
Venturi Wealth Management
Texas
$1.13M +$1.21M +11,812 New
Fuller & Thaler Asset Management
225
Fuller & Thaler Asset Management
California
$1.12M +$502K +4,905 +71%
7 8
9
10 11

GL Hedge Fund Activity: Q2 2021 in Review

467 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Globe Life (GL) for Q2 2021, worth a combined $7.26B — down 2.5% from $7.45B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of GL and 33 opened new positions — a net loss of 13 holders — while 180 trimmed existing stakes and 140 added.

The largest buyer was Wellington Management Group, adding an estimated $31.7M. The largest seller was California Public Employees Retirement System, cutting an estimated $55.9M.

  • 467 institutional investors held Globe Life (GL) as of Q2 2021, down from 484 in Q1 2021.
  • Funds reported $7.26B of Globe Life stock for Q2 2021, down 2.5% quarter-over-quarter.
  • 33 funds opened new Globe Life positions in Q2 2021 and 46 closed out, a net change of -13 holders.
  • The largest Globe Life buyer in Q2 2021 was Wellington Management Group, an estimated $31.7M added.
  • The largest Globe Life seller in Q2 2021 was California Public Employees Retirement System, an estimated $55.9M sold.

Based on aggregated 13F filings for Q2 2021.