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Globe Life
GL

431 hedge funds and large institutions have $6.42B invested in Globe Life in 2016 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 129 increasing their positions, 161 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

174% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 23

17% more capital invested

Capital invested by funds: $5.5B → $6.42B (+$913M)

8% more funds holding

Funds holding: 399 → 431 (+32)

0.67% more ownership

Funds ownership: 72.69% → 73.35% (+0.67%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

12% less call options, than puts

Call options by funds: $4.02M | Put options by funds: $4.59M

20% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 161

Holders
431
Holders Change
+32
Holders Change %
+8.02%
% of All Funds
10.78%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
63
Increased
129
Reduced
161
Closed
23
Calls
$4.02M
Puts
$4.59M
Net Calls
-$566K
Net Calls Change
-$3.32M

Top Buyers

1
AIM
abrdn Investment Management
United Kingdom
+$33.4M
2
State Street
State Street
Massachusetts
+$29M
3
CS
Credit Suisse
Switzerland
+$23M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$21.6M
5
Citadel Advisors
Citadel Advisors
Florida
+$14.2M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$43.9M
2
NIPH
NN Investment Partners Holdings
Netherlands
-$39.4M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$34.1M
4
GL
Globe Life
Texas
-$27.4M
5
Invesco
Invesco
Georgia
-$15.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$845M +$21.6M +314,363 +3%
Berkshire Hathaway
2
Berkshire Hathaway
Nebraska
$469M – – –
State Street
3
State Street
Massachusetts
$421M +$29M +423,222 +8%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$288M -$9.91M -144,574 -4%
BIT
5
BlackRock Institutional Trust
California
$253M +$4.57M +66,637 +2%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$197M -$10.8M -158,200 -6%
Boston Partners
7
Boston Partners
Massachusetts
$194M +$9.85M +143,731 +6%
Artisan Partners
8
Artisan Partners
Wisconsin
$160M -$6.94M -101,237 -4%
BFA
9
BlackRock Fund Advisors
California
$160M +$11.4M +165,920 +8%
Caisse de Depot et Placement du Quebec (CDPQ)
10
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$147M -$43.9M -640,000 -24%
RFC
11
Regions Financial Corp
Alabama
$146M -$3.32M -48,380 -2%
Invesco
12
Invesco
Georgia
$120M -$15.1M -220,738 -12%
AIM
13
abrdn Investment Management
United Kingdom
$116M +$33.4M +487,707 +45%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$113M -$147K -2,150 -0.1%
PIM
15
Perkins Investment Management
Illinois
$106M -$11.9M -173,267 -11%
Northern Trust
16
Northern Trust
Illinois
$90.3M +$1.28M +18,660 +2%
Citadel Advisors
17
Citadel Advisors
Florida
$86.1M +$14.2M +206,537 +22%
NIPH
18
NN Investment Partners Holdings
Netherlands
$84.1M -$39.4M -574,187 -33%
Goldman Sachs
19
Goldman Sachs
New York
$78.9M +$8.22M +119,969 +13%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$77.1M +$3.7M +53,935 +5%
TD Asset Management
21
TD Asset Management
Ontario, Canada
$75.5M -$154K -2,249 -0.2%
BG
22
BlackRock Group
United Kingdom
$70M +$1.33M +19,364 +2%
EIC
23
Equity Investment Corp
Georgia
$68.4M +$63.6M +927,006 New
PRO
24
Pensioenfonds Rail & OV
Netherlands
$63.6M -$1.33M -19,470 -2%
AQR Capital Management
25
AQR Capital Management
Connecticut
$54.2M +$9.14M +133,320 +22%
1
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GL Hedge Fund Activity: Q4 2016 in Review

431 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Globe Life (GL) for Q4 2016, worth a combined $6.42B — up 17% from $5.5B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new GL positions and 23 closed out — a net gain of 40 holders — while 129 added to existing stakes and 161 trimmed.

The largest buyer was abrdn Investment Management, adding an estimated $33.4M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), cutting an estimated $43.9M.

  • 431 institutional investors held Globe Life (GL) as of Q4 2016, up from 399 in Q3 2016.
  • Funds reported $6.42B of Globe Life stock for Q4 2016, up 17% quarter-over-quarter.
  • 63 funds opened new Globe Life positions in Q4 2016 and 23 closed out, a net change of +40 holders.
  • The largest Globe Life buyer in Q4 2016 was abrdn Investment Management, an estimated $33.4M added.
  • The largest Globe Life seller in Q4 2016 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $43.9M sold.

Based on aggregated 13F filings for Q4 2016.