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Globe Life

423 hedge funds and large institutions have $6.68B invested in Globe Life in 2017 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 137 increasing their positions, 179 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

264,000% more call options, than puts

Call options by funds: $2.64M | Put options by funds: $1K

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

4% more capital invested

Capital invested by funds: $6.42B → $6.68B (+$269M)

0.39% more ownership

Funds ownership: 73.35%73.74% (+0.39%)

0% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 35

2% less funds holding

Funds holding: 431423 (-8)

23% less repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 179

Holders
423
Holders Change
-8
Holders Change %
-1.86%
% of All Funds
10.53%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
35
Increased
137
Reduced
179
Closed
35
Calls
$2.64M
Puts
$1K
Net Calls
+$2.64M
Net Calls Change
+$3.21M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$918M +$34.8M +458,913 +4%
BlackRock
2
BlackRock
New York
$576M +$548M +7,217,094 +2,765%
Berkshire Hathaway
3
Berkshire Hathaway
Nebraska
$489M
State Street
4
State Street
Massachusetts
$451M +$11.4M +150,546 +3%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$297M -$4.41M -58,030 -1%
Boston Partners
6
Boston Partners
Massachusetts
$193M -$9.75M -128,403 -5%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$190M -$15.7M -207,120 -8%
Artisan Partners
8
Artisan Partners
Wisconsin
$166M -$1.5M -19,807 -0.9%
Caisse de Depot et Placement du Quebec (CDPQ)
9
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$156M +$1.75M +23,100 +1%
RFC
10
Regions Financial Corp
Alabama
$151M -$1.42M -18,697 -0.9%
AIM
11
abrdn Investment Management
United Kingdom
$108M -$13.3M -174,767 -11%
PIM
12
Perkins Investment Management
Illinois
$106M -$4.22M -55,562 -4%
Invesco
13
Invesco
Georgia
$102M -$22.7M -299,181 -18%
Northern Trust
14
Northern Trust
Illinois
$97M +$2.66M +34,999 +3%
Goldman Sachs
15
Goldman Sachs
New York
$92.2M +$9.66M +127,185 +12%
JHIU
16
Janus Henderson Investors US
Colorado
$87.8M +$58.3M +767,124 +206%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$87.7M +$7.1M +93,507 +9%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$84.7M -$32.6M -429,853 -28%
TD Asset Management
19
TD Asset Management
Ontario, Canada
$78.9M +$114K +1,500 +0.1%
NIPH
20
NN Investment Partners Holdings
Netherlands
$70.3M -$17.3M -227,505 -20%
EIC
21
Equity Investment Corp
Georgia
$67.3M -$4.02M -52,974 -6%
PRO
22
Pensioenfonds Rail & OV
Netherlands
$64.3M -$5.67M -74,719 -8%
AQR Capital Management
23
AQR Capital Management
Connecticut
$64M +$7.29M +95,999 +13%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$52.9M +$480K +6,316 +0.9%
Schroder Investment Management Group
25
Schroder Investment Management Group
United Kingdom
$52.8M +$7.59M +99,952 +17%

GL Hedge Fund Activity: Q1 2017 in Review

423 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Globe Life (GL) for Q1 2017, worth a combined $6.68B — up 4.2% from $6.42B a quarter earlier.

Fund positioning in GL was balanced in Q1 2017: 35 funds opened new positions, 35 closed out, 137 added to existing stakes and 179 trimmed.

The largest buyer was BlackRock, adding an estimated $548M. The largest seller was Citadel Advisors, cutting an estimated $38M.

  • 423 institutional investors held Globe Life (GL) as of Q1 2017, down from 431 in Q4 2016.
  • Funds reported $6.68B of Globe Life stock for Q1 2017, up 4.2% quarter-over-quarter.
  • 35 funds opened new Globe Life positions in Q1 2017 and 35 closed out, a net change of 0 holders.
  • The largest Globe Life buyer in Q1 2017 was BlackRock, an estimated $548M added.
  • The largest Globe Life seller in Q1 2017 was Citadel Advisors, an estimated $38M sold.

Based on aggregated 13F filings for Q1 2017.