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Globe Life

463 hedge funds and large institutions have $6.85B invested in Globe Life in 2018 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 160 increasing their positions, 171 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

371% more call options, than puts

Call options by funds: $11.5M | Put options by funds: $2.45M

0.17% less ownership

Funds ownership: 74.36%74.19% (-0.17%)

4% less capital invested

Capital invested by funds: $7.12B → $6.85B (-$266M)

6% less repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 171

4% less funds holding

Funds holding: 483463 (-20)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

31% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 48

Holders
463
Holders Change
-20
Holders Change %
-4.14%
% of All Funds
10.6%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
33
Increased
160
Reduced
171
Closed
48
Calls
$11.5M
Puts
$2.45M
Net Calls
+$9.08M
Net Calls Change
+$15.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.01B -$13.6M -160,311 -1%
BlackRock
2
BlackRock
New York
$619M -$33.2M -390,711 -5%
Berkshire Hathaway
3
Berkshire Hathaway
Nebraska
$517M
State Street
4
State Street
Massachusetts
$434M -$12.7M -150,032 -3%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$197M +$6.39M +75,235 +3%
Caisse de Depot et Placement du Quebec (CDPQ)
6
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$160M +$1.68M +19,800 +1%
Goldman Sachs
7
Goldman Sachs
New York
$160M -$7.63M -89,838 -4%
RFC
8
Regions Financial Corp
Alabama
$150M -$1.48M -17,456 -0.9%
Artisan Partners
9
Artisan Partners
Wisconsin
$150M -$5.88M -69,239 -4%
Invesco
10
Invesco
Georgia
$146M +$25.2M +297,203 +20%
Janus Henderson Group
11
Janus Henderson Group
United Kingdom
$136M -$5.49M -64,617 -4%
Boston Partners
12
Boston Partners
Massachusetts
$127M +$2.56M +30,116 +2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$122M +$17.3M +203,149 +16%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$111M +$5.53M +65,088 +5%
Northern Trust
15
Northern Trust
Illinois
$103M -$3.38M -39,813 -3%
Acadian Asset Management
16
Acadian Asset Management
Massachusetts
$96.8M +$4.52M +53,224 +5%
Norges Bank
17
Norges Bank
Norway
$87.1M +$4.52M +53,241 +5%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$79.7M -$4.96M -58,387 -6%
PRO
19
Pensioenfonds Rail & OV
Netherlands
$74.3M +$1.49M +17,509 +2%
Schroder Investment Management Group
20
Schroder Investment Management Group
United Kingdom
$69M +$11M +129,185 +18%
TD Asset Management
21
TD Asset Management
Ontario, Canada
$65.2M +$563K +6,629 +0.8%
AQR Capital Management
22
AQR Capital Management
Connecticut
$59.7M +$16.8M +198,232 +37%
EIC
23
Equity Investment Corp
Georgia
$55.1M -$1.63M -19,209 -3%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$54.2M +$2.62M +30,800 +5%
American Century Companies
25
American Century Companies
Missouri
$54.1M -$1.84M -21,700 -3%

GL Hedge Fund Activity: Q2 2018 in Review

463 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Globe Life (GL) for Q2 2018, worth a combined $6.85B — down 3.7% from $7.12B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of GL and 33 opened new positions — a net loss of 15 holders — while 171 trimmed existing stakes and 160 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $29.8M. The largest seller was Aberdeen Group, cutting an estimated $64.4M.

  • 463 institutional investors held Globe Life (GL) as of Q2 2018, down from 483 in Q1 2018.
  • Funds reported $6.85B of Globe Life stock for Q2 2018, down 3.7% quarter-over-quarter.
  • 33 funds opened new Globe Life positions in Q2 2018 and 48 closed out, a net change of -15 holders.
  • The largest Globe Life buyer in Q2 2018 was Citadel Advisors, an estimated $29.8M added.
  • The largest Globe Life seller in Q2 2018 was Aberdeen Group, an estimated $64.4M sold.

Based on aggregated 13F filings for Q2 2018.