We are live on ! Find out more
GL icon

Globe Life

377 hedge funds and large institutions have $4.82B invested in Globe Life in 2016 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 119 increasing their positions, 149 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,350% more call options, than puts

Call options by funds: $2.79M | Put options by funds: $114K

1.84% more ownership

Funds ownership: 74.4%76.24% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2% less funds holding

Funds holding: 383377 (-6)

7% less capital invested

Capital invested by funds: $5.19B → $4.82B (-$372M)

11% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 36

20% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 149

Holders
377
Holders Change
-6
Holders Change %
-1.57%
% of All Funds
10.05%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
32
Increased
119
Reduced
149
Closed
36
Calls
$2.79M
Puts
$114K
Net Calls
+$2.68M
Net Calls Change
-$16.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$583M +$54.4M +1,021,035 +10%
Berkshire Hathaway
2
Berkshire Hathaway
Nebraska
$344M
State Street
3
State Street
Massachusetts
$291M -$3.73M -70,049 -1%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$213M -$10.9M -204,181 -5%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$192M -$10M -188,096 -5%
BIT
6
BlackRock Institutional Trust
California
$180M +$4.61M +86,539 +3%
Artisan Partners
7
Artisan Partners
Wisconsin
$146M -$24M -450,402 -14%
Caisse de Depot et Placement du Quebec (CDPQ)
8
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$140M -$5.41M -101,508 -4%
Invesco
9
Invesco
Georgia
$137M +$2.67M +50,174 +2%
Boston Partners
10
Boston Partners
Massachusetts
$136M -$1.48M -27,867 -1%
RFC
11
Regions Financial Corp
Alabama
$114M -$98.7K -1,853 -0.1%
PIM
12
Perkins Investment Management
Illinois
$109M -$137K -2,570 -0.1%
BFA
13
BlackRock Fund Advisors
California
$104M -$1.89M -35,480 -2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$88.3M +$22.9M +429,182 +36%
NIPH
15
NN Investment Partners Holdings
Netherlands
$84.8M +$83.4M +1,565,605 New
Schroder Investment Management Group
16
Schroder Investment Management Group
United Kingdom
$66.1M +$891K +16,724 +1%
Northern Trust
17
Northern Trust
Illinois
$65.5M -$1.6M -30,118 -2%
JHC
18
JFB Holdings Corp
Georgia
$61.2M -$1.24M -23,265 -2%
AIM
19
abrdn Investment Management
United Kingdom
$59.8M -$6.01M -112,766 -9%
JHIU
20
Janus Henderson Investors US
Colorado
$54.9M -$6.85M -128,574 -11%
TD Asset Management
21
TD Asset Management
Ontario, Canada
$51.7M +$3.1M +58,276 +6%
Pzena Investment Management
22
Pzena Investment Management
New York
$51.3M +$6.26M +117,477 +14%
BG
23
BlackRock Group
United Kingdom
$50.1M +$17K +319 +0%
PRO
24
Pensioenfonds Rail & OV
Netherlands
$46.6M +$3.64M +68,336 +8%
American Century Companies
25
American Century Companies
Missouri
$40.1M +$62.7K +1,178 +0.2%

GL Hedge Fund Activity: Q1 2016 in Review

377 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Globe Life (GL) for Q1 2016, worth a combined $4.82B — down 7.2% from $5.19B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of GL and 32 opened new positions — a net loss of 4 holders — while 149 trimmed existing stakes and 119 added.

The largest buyer was Royal London Asset Management, adding an estimated $78.2M. The largest seller was ING Group, exiting entirely with an estimated $90.6M sold.

  • 377 institutional investors held Globe Life (GL) as of Q1 2016, down from 383 in Q4 2015.
  • Funds reported $4.82B of Globe Life stock for Q1 2016, down 7.2% quarter-over-quarter.
  • 32 funds opened new Globe Life positions in Q1 2016 and 36 closed out, a net change of -4 holders.
  • The largest Globe Life buyer in Q1 2016 was Royal London Asset Management, an estimated $78.2M added.
  • The largest Globe Life seller in Q1 2016 was ING Group, an estimated $90.6M sold.

Based on aggregated 13F filings for Q1 2016.