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Globe Life

444 hedge funds and large institutions have $6.49B invested in Globe Life in 2017 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 130 increasing their positions, 182 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 21

5% more funds holding

Funds holding: 423444 (+21)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less capital invested

Capital invested by funds: $6.68B → $6.49B (-$192M)

1.18% less ownership

Funds ownership: 73.74%72.56% (-1.2%)

29% less repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 182

Holders
444
Holders Change
+21
Holders Change %
+4.96%
% of All Funds
11.07%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
46
Increased
130
Reduced
182
Closed
21
Calls
$4.74M
Puts
Net Calls
+$4.74M
Net Calls Change
+$2.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$921M +$9.31M +122,391 +1%
BlackRock
2
BlackRock
New York
$569M -$2.64M -34,677 -0.5%
Berkshire Hathaway
3
Berkshire Hathaway
Nebraska
$486M
State Street
4
State Street
Massachusetts
$430M -$17.4M -229,361 -4%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$225M -$69.4M -912,400 -24%
Janus Henderson Group
6
Janus Henderson Group
United Kingdom
$194M +$191M +2,514,320 +14,668%
Artisan Partners
7
Artisan Partners
Wisconsin
$162M -$2.16M -28,441 -1%
Caisse de Depot et Placement du Quebec (CDPQ)
8
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$154M -$312K -4,100 -0.2%
RFC
9
Regions Financial Corp
Alabama
$149M -$1.09M -14,358 -0.7%
Boston Partners
10
Boston Partners
Massachusetts
$143M -$48.1M -632,550 -25%
Invesco
11
Invesco
Georgia
$120M +$18.2M +238,762 +18%
AIM
12
abrdn Investment Management
United Kingdom
$105M -$2.6M -34,123 -2%
Norges Bank
13
Norges Bank
Norway
$105M +$86.2M +1,133,675 +487%
Goldman Sachs
14
Goldman Sachs
New York
$102M +$10.3M +134,897 +11%
Northern Trust
15
Northern Trust
Illinois
$94.7M -$1.62M -21,365 -2%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$88.9M +$1.84M +24,184 +2%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$78.3M -$5.78M -75,975 -7%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$74.8M -$113M -1,491,380 -60%
TD Asset Management
19
TD Asset Management
Ontario, Canada
$66.3M -$12M -158,103 -15%
PRO
20
Pensioenfonds Rail & OV
Netherlands
$65.2M +$1.35M +17,713 +2%
AQR Capital Management
21
AQR Capital Management
Connecticut
$63.8M +$176K +2,308 +0.3%
NIPH
22
NN Investment Partners Holdings
Netherlands
$62.1M -$7.67M -100,802 -11%
EIC
23
Equity Investment Corp
Georgia
$61.8M -$5.02M -66,015 -8%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$54.4M +$1.85M +24,349 +4%
Schroder Investment Management Group
25
Schroder Investment Management Group
United Kingdom
$54.3M +$2.04M +26,789 +4%

GL Hedge Fund Activity: Q2 2017 in Review

444 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Globe Life (GL) for Q2 2017, worth a combined $6.49B — down 2.9% from $6.68B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new GL positions and 21 closed out — a net gain of 25 holders — while 130 added to existing stakes and 182 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $191M. The largest seller was Wellington Management Group, cutting an estimated $113M.

  • 444 institutional investors held Globe Life (GL) as of Q2 2017, up from 423 in Q1 2017.
  • Funds reported $6.49B of Globe Life stock for Q2 2017, down 2.9% quarter-over-quarter.
  • 46 funds opened new Globe Life positions in Q2 2017 and 21 closed out, a net change of +25 holders.
  • The largest Globe Life buyer in Q2 2017 was Janus Henderson Group, an estimated $191M added.
  • The largest Globe Life seller in Q2 2017 was Wellington Management Group, an estimated $113M sold.

Based on aggregated 13F filings for Q2 2017.