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Globe Life

483 hedge funds and large institutions have $7.73B invested in Globe Life in 2017 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 134 increasing their positions, 176 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

405% more call options, than puts

Call options by funds: $4.53M | Put options by funds: $897K

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

150% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 32

13% more capital invested

Capital invested by funds: $6.81B → $7.73B (+$912M)

11% more funds holding

Funds holding: 436483 (+47)

0.63% more ownership

Funds ownership: 73.19%73.82% (+0.63%)

24% less repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 176

Holders
483
Holders Change
+47
Holders Change %
+10.78%
% of All Funds
10.95%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.14%
New
80
Increased
134
Reduced
176
Closed
32
Calls
$4.53M
Puts
$897K
Net Calls
+$3.63M
Net Calls Change
+$604K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.11B +$11.8M +137,257 +1%
BlackRock
2
BlackRock
New York
$702M +$11.3M +131,170 +2%
Berkshire Hathaway
3
Berkshire Hathaway
Nebraska
$576M
State Street
4
State Street
Massachusetts
$510M +$7.62M +88,849 +2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$262M +$1.99M +23,135 +0.8%
Caisse de Depot et Placement du Quebec (CDPQ)
6
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$183M -$240K -2,800 -0.1%
Artisan Partners
7
Artisan Partners
Wisconsin
$182M -$2.14M -24,955 -1%
RFC
8
Regions Financial Corp
Alabama
$169M -$2.86M -33,368 -2%
Goldman Sachs
9
Goldman Sachs
New York
$166M +$36.6M +426,500 +30%
Boston Partners
10
Boston Partners
Massachusetts
$160M -$10.5M -122,146 -6%
Janus Henderson Group
11
Janus Henderson Group
United Kingdom
$157M -$46.6M -543,510 -24%
Norges Bank
12
Norges Bank
Norway
$132M +$85K +991 +0.1%
Invesco
13
Invesco
Georgia
$132M -$7.08M -82,527 -5%
Northern Trust
14
Northern Trust
Illinois
$121M +$296K +3,444 +0.3%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$113M +$3.72M +43,407 +4%
NIPH
16
NN Investment Partners Holdings
Netherlands
$99M -$43.2M -503,506 -32%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$90.2M -$1.15M -13,347 -1%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$83.4M -$25.8M -300,554 -25%
PRO
19
Pensioenfonds Rail & OV
Netherlands
$80.6M -$1.59M -18,583 -2%
TD Asset Management
20
TD Asset Management
Ontario, Canada
$75.9M -$2.45M -28,509 -3%
Aberdeen Group
21
Aberdeen Group
United Kingdom
$74.7M -$7.16M -83,494 -9%
AQR Capital Management
22
AQR Capital Management
Connecticut
$74.1M +$1.64M +19,108 +2%
EIC
23
Equity Investment Corp
Georgia
$64.7M -$3.28M -38,218 -5%
Schroder Investment Management Group
24
Schroder Investment Management Group
United Kingdom
$63.7M +$1.65M +19,274 +3%
Acadian Asset Management
25
Acadian Asset Management
Massachusetts
$60.6M +$40.7M +474,661 +246%

GL Hedge Fund Activity: Q4 2017 in Review

483 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Globe Life (GL) for Q4 2017, worth a combined $7.73B — up 13% from $6.81B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new GL positions and 32 closed out — a net gain of 48 holders — while 134 added to existing stakes and 176 trimmed.

The largest buyer was Acadian Asset Management, adding an estimated $40.7M. The largest seller was Janus Henderson Group, cutting an estimated $46.6M.

  • 483 institutional investors held Globe Life (GL) as of Q4 2017, up from 436 in Q3 2017.
  • Funds reported $7.73B of Globe Life stock for Q4 2017, up 13% quarter-over-quarter.
  • 80 funds opened new Globe Life positions in Q4 2017 and 32 closed out, a net change of +48 holders.
  • The largest Globe Life buyer in Q4 2017 was Acadian Asset Management, an estimated $40.7M added.
  • The largest Globe Life seller in Q4 2017 was Janus Henderson Group, an estimated $46.6M sold.

Based on aggregated 13F filings for Q4 2017.