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Globe Life

363 hedge funds and large institutions have $5.45B invested in Globe Life in 2014 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 110 increasing their positions, 159 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more call options, than puts

Call options by funds: $6.66M | Put options by funds: $4.57M

13% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 24

4% more capital invested

Capital invested by funds: $5.26B → $5.45B (+$186M)

0.65% more ownership

Funds ownership: 113.51%114.16% (+0.65%)

0% more funds holding

Funds holding: 363363 (0)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

31% less repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 159

Holders
363
Holders Change
Holders Change %
0%
% of All Funds
10.43%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
27
Increased
110
Reduced
159
Closed
24
Calls
$6.66M
Puts
$4.57M
Net Calls
+$2.09M
Net Calls Change
-$668K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$538M +$6.65M +124,299 +1%
Berkshire Hathaway
2
Berkshire Hathaway
Nebraska
$347M
State Street
3
State Street
Massachusetts
$338M -$3.6M -67,311 -1%
Boston Partners
4
Boston Partners
Massachusetts
$277M +$16M +298,884 +6%
Artisan Partners
5
Artisan Partners
Wisconsin
$275M +$4M +74,651 +2%
PIM
6
Perkins Investment Management
Illinois
$214M -$8.91M -166,549 -4%
BIT
7
BlackRock Institutional Trust
California
$189M -$3.65M -68,140 -2%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$171M -$1.2M -22,470 -0.7%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$126M -$2.36M -44,070 -2%
Invesco
10
Invesco
Georgia
$123M +$2.34M +43,710 +2%
RFC
11
Regions Financial Corp
Alabama
$120M -$812K -15,171 -0.7%
WG
12
Winton Group
United Kingdom
$105M +$103M +1,918,604 New
Northern Trust
13
Northern Trust
Illinois
$104M +$15.1M +281,331 +17%
JHIU
14
Janus Henderson Investors US
Colorado
$104M -$4.43M -82,725 -4%
Capital Research Global Investors
15
Capital Research Global Investors
California
$98.3M
BFA
16
BlackRock Fund Advisors
California
$93.8M -$1.23M -22,959 -1%
Nordea Investment Management
17
Nordea Investment Management
Sweden
$91.1M -$283K -5,292 -0.3%
TBC
18
Tweedy, Browne Co
Connecticut
$80.5M -$43.5K -813 -0.1%
RIM
19
RS Investment Management
California
$76.6M -$36.9M -690,195 -33%
Caisse de Depot et Placement du Quebec (CDPQ)
20
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$67.4M +$4.17M +78,000 +7%
JHC
21
JFB Holdings Corp
Georgia
$63.3M +$6.21M +116,072 +11%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$53.2M -$1.72M -32,112 -3%
Schroder Investment Management Group
23
Schroder Investment Management Group
United Kingdom
$52.4M +$9.08M +169,668 +21%
BG
24
BlackRock Group
United Kingdom
$52M +$1.22M +22,704 +2%
Goldman Sachs
25
Goldman Sachs
New York
$48.5M +$14.5M +270,401 +44%

GL Hedge Fund Activity: Q2 2014 in Review

363 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Globe Life (GL) for Q2 2014, worth a combined $5.45B — up 3.5% from $5.26B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new GL positions and 24 closed out — a net gain of 3 holders — while 110 added to existing stakes and 159 trimmed.

The largest buyer was Boston Partners, adding an estimated $16M. The largest seller was RS Investment Management, cutting an estimated $36.9M.

  • 363 institutional investors held Globe Life (GL) as of Q2 2014, unchanged from Q1 2014.
  • Funds reported $5.45B of Globe Life stock for Q2 2014, up 3.5% quarter-over-quarter.
  • 27 funds opened new Globe Life positions in Q2 2014 and 24 closed out, a net change of +3 holders.
  • The largest Globe Life buyer in Q2 2014 was Boston Partners, an estimated $16M added.
  • The largest Globe Life seller in Q2 2014 was RS Investment Management, an estimated $36.9M sold.

Based on aggregated 13F filings for Q2 2014.