Globe Life
400 hedge funds and large institutions have $5.55B invested in Globe Life in 2016 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 127 increasing their positions, 154 reducing their positions, and 27 closing their positions.
1,025% more call options, than puts
Call options by funds: $3.02M | Put options by funds: $269K
19% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 27
1% more funds holding
Funds holding: 398 → 400 (+2)
1% less capital invested
Capital invested by funds: $5.59B → $5.55B (-$39.8M)
2.38% less ownership
Funds ownership: 75.07% → 72.69% (-2.4%)
18% less repeat investments, than reductions
Existing positions increased: 127 | Existing positions reduced: 154
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$29.2M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$14.5M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
+$6.31M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$5.96M |
| 5 |
Zurich Cantonal Bank
Zurich,
Switzerland
|
+$4.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$44.9M |
| 2 |
WG
Winton Group
London,
United Kingdom
|
-$25.4M |
| 3 |
Pzena Investment Management
New York
|
-$20.8M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$18.9M |
| 5 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$16.7M |
GL Hedge Fund Activity: Q3 2016 in Review
400 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Globe Life (GL) for Q3 2016, worth a combined $5.55B — down 0.71% from $5.59B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new GL positions and 27 closed out — a net gain of 5 holders — while 127 added to existing stakes and 154 trimmed.
The largest buyer was Victory Capital Management, adding an estimated $29.2M. The largest seller was Wellington Management Group, cutting an estimated $44.9M.
- 400 institutional investors held Globe Life (GL) as of Q3 2016, up from 398 in Q2 2016.
- Funds reported $5.55B of Globe Life stock for Q3 2016, down 0.71% quarter-over-quarter.
- 32 funds opened new Globe Life positions in Q3 2016 and 27 closed out, a net change of +5 holders.
- The largest Globe Life buyer in Q3 2016 was Victory Capital Management, an estimated $29.2M added.
- The largest Globe Life seller in Q3 2016 was Wellington Management Group, an estimated $44.9M sold.
Based on aggregated 13F filings for Q3 2016.