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Globe Life

483 hedge funds and large institutions have $7.12B invested in Globe Life in 2018 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 145 increasing their positions, 188 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 47

0.54% more ownership

Funds ownership: 73.82%74.36% (+0.54%)

0% more funds holding

Funds holding: 483483 (0)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

8% less capital invested

Capital invested by funds: $7.73B → $7.12B (-$606M)

23% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 188

56% less call options, than puts

Call options by funds: $5.43M | Put options by funds: $12.3M

Holders
483
Holders Change
Holders Change %
0%
% of All Funds
11.07%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
55
Increased
145
Reduced
188
Closed
47
Calls
$5.43M
Puts
$12.3M
Net Calls
-$6.82M
Net Calls Change
-$10.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.06B +$30.6M +350,274 +3%
BlackRock
2
BlackRock
New York
$673M +$22.4M +256,203 +3%
Berkshire Hathaway
3
Berkshire Hathaway
Nebraska
$535M
State Street
4
State Street
Massachusetts
$461M -$13.2M -151,128 -3%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$197M -$47.9M -547,298 -19%
Goldman Sachs
6
Goldman Sachs
New York
$173M +$20.3M +231,851 +13%
Caisse de Depot et Placement du Quebec (CDPQ)
7
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$164M -$6.02M -68,835 -3%
Artisan Partners
8
Artisan Partners
Wisconsin
$161M -$8.72M -99,672 -5%
RFC
9
Regions Financial Corp
Alabama
$157M -$284K -3,251 -0.2%
Janus Henderson Group
10
Janus Henderson Group
United Kingdom
$146M -$311K -3,561 -0.2%
Boston Partners
11
Boston Partners
Massachusetts
$129M -$20.1M -229,980 -13%
Invesco
12
Invesco
Georgia
$126M +$3.66M +41,854 +3%
Northern Trust
13
Northern Trust
Illinois
$110M -$3.23M -36,961 -3%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$109M +$26.4M +301,618 +30%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$109M +$4.47M +51,114 +4%
Acadian Asset Management
16
Acadian Asset Management
Massachusetts
$95.6M +$40.9M +467,867 +70%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$87.3M +$10.4M +118,367 +13%
Norges Bank
18
Norges Bank
Norway
$85.6M -$38.5M -440,480 -30%
PRO
19
Pensioenfonds Rail & OV
Netherlands
$75.3M +$546K +6,245 +0.7%
Aberdeen Group
20
Aberdeen Group
United Kingdom
$70.3M +$1.02M +11,653 +1%
TD Asset Management
21
TD Asset Management
Ontario, Canada
$66.8M -$3.7M -42,353 -5%
Schroder Investment Management Group
22
Schroder Investment Management Group
United Kingdom
$60.7M +$1.6M +18,351 +3%
Legal & General Group
23
Legal & General Group
United Kingdom
$60.7M +$8.38M +95,848 +15%
EIC
24
Equity Investment Corp
Georgia
$58.6M -$1.47M -16,769 -2%
American Century Companies
25
American Century Companies
Missouri
$57.7M +$13.2M +151,385 +28%

GL Hedge Fund Activity: Q1 2018 in Review

483 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Globe Life (GL) for Q1 2018, worth a combined $7.12B — down 7.8% from $7.73B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new GL positions and 47 closed out — a net gain of 8 holders — while 145 added to existing stakes and 188 trimmed.

The largest buyer was Acadian Asset Management, adding an estimated $40.9M. The largest seller was NN Investment Partners Holdings, cutting an estimated $95.2M.

  • 483 institutional investors held Globe Life (GL) as of Q1 2018, unchanged from Q4 2017.
  • Funds reported $7.12B of Globe Life stock for Q1 2018, down 7.8% quarter-over-quarter.
  • 55 funds opened new Globe Life positions in Q1 2018 and 47 closed out, a net change of +8 holders.
  • The largest Globe Life buyer in Q1 2018 was Acadian Asset Management, an estimated $40.9M added.
  • The largest Globe Life seller in Q1 2018 was NN Investment Partners Holdings, an estimated $95.2M sold.

Based on aggregated 13F filings for Q1 2018.