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Globe Life

455 hedge funds and large institutions have $7.29B invested in Globe Life in 2018 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 128 increasing their positions, 180 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more call options, than puts

Call options by funds: $8.01M | Put options by funds: $3.41M

6% more capital invested

Capital invested by funds: $6.85B → $7.29B (+$439M)

0.82% more ownership

Funds ownership: 74.19%75.02% (+0.82%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

7% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 42

2% less funds holding

Funds holding: 463455 (-8)

29% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 180

Holders
455
Holders Change
-8
Holders Change %
-1.73%
% of All Funds
10.4%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
39
Increased
128
Reduced
180
Closed
42
Calls
$8.01M
Puts
$3.41M
Net Calls
+$4.6M
Net Calls Change
-$4.48M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.1B +$18.2M +210,422 +2%
BlackRock
2
BlackRock
New York
$646M -$13.3M -154,332 -2%
Berkshire Hathaway
3
Berkshire Hathaway
Nebraska
$551M
State Street
4
State Street
Massachusetts
$477M +$15.4M +178,453 +3%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$222M +$12M +139,310 +6%
Caisse de Depot et Placement du Quebec (CDPQ)
6
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$170M -$674K -7,800 -0.4%
Goldman Sachs
7
Goldman Sachs
New York
$160M -$10.1M -116,358 -6%
RFC
8
Regions Financial Corp
Alabama
$160M -$109K -1,258 -0.1%
Invesco
9
Invesco
Georgia
$159M +$3.67M +42,533 +2%
Artisan Partners
10
Artisan Partners
Wisconsin
$154M -$5.63M -65,200 -4%
Boston Partners
11
Boston Partners
Massachusetts
$141M +$5.22M +60,454 +4%
Janus Henderson Group
12
Janus Henderson Group
United Kingdom
$140M -$4.65M -53,806 -3%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$129M -$1.42M -16,443 -1%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$118M +$437K +5,063 +0.4%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$115M +$29.6M +342,427 +35%
Northern Trust
16
Northern Trust
Illinois
$107M -$1.97M -22,768 -2%
Norges Bank
17
Norges Bank
Norway
$92.8M
Acadian Asset Management
18
Acadian Asset Management
Massachusetts
$88.4M -$14.6M -168,595 -14%
PRO
19
Pensioenfonds Rail & OV
Netherlands
$79M -$94.8K -1,097 -0.1%
Schroder Investment Management Group
20
Schroder Investment Management Group
United Kingdom
$73.1M -$539K -6,236 -0.7%
TD Asset Management
21
TD Asset Management
Ontario, Canada
$69.4M -$53.9K -624 -0.1%
Legal & General Group
22
Legal & General Group
United Kingdom
$65.3M +$8.72M +100,946 +15%
AQR Capital Management
23
AQR Capital Management
Connecticut
$62.9M -$594K -6,873 -0.9%
Citadel Advisors
24
Citadel Advisors
Florida
$58.5M +$27.9M +323,321 +92%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$58.3M +$638K +7,389 +1%

GL Hedge Fund Activity: Q3 2018 in Review

455 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Globe Life (GL) for Q3 2018, worth a combined $7.29B — up 6.4% from $6.85B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of GL and 39 opened new positions — a net loss of 3 holders — while 180 trimmed existing stakes and 128 added.

The largest buyer was Jupiter Investment Management, adding an estimated $33.1M. The largest seller was Balyasny Asset Management, cutting an estimated $29M.

  • 455 institutional investors held Globe Life (GL) as of Q3 2018, down from 463 in Q2 2018.
  • Funds reported $7.29B of Globe Life stock for Q3 2018, up 6.4% quarter-over-quarter.
  • 39 funds opened new Globe Life positions in Q3 2018 and 42 closed out, a net change of -3 holders.
  • The largest Globe Life buyer in Q3 2018 was Jupiter Investment Management, an estimated $33.1M added.
  • The largest Globe Life seller in Q3 2018 was Balyasny Asset Management, an estimated $29M sold.

Based on aggregated 13F filings for Q3 2018.