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Globe Life

490 hedge funds and large institutions have $7.39B invested in Globe Life in 2019 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 137 increasing their positions, 193 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 38

7% more capital invested

Capital invested by funds: $6.89B → $7.39B (+$507M)

3% more funds holding

Funds holding: 475490 (+15)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

7% less call options, than puts

Call options by funds: $7.68M | Put options by funds: $8.28M

1.03% less ownership

Funds ownership: 76.49%75.46% (-1%)

29% less repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 193

Holders
490
Holders Change
+15
Holders Change %
+3.16%
% of All Funds
10.64%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
60
Increased
137
Reduced
193
Closed
38
Calls
$7.68M
Puts
$8.28M
Net Calls
-$596K
Net Calls Change
-$7.45M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.14B -$18.3M -210,064 -2%
BlackRock
2
BlackRock
New York
$680M +$16.9M +194,138 +3%
Berkshire Hathaway
3
Berkshire Hathaway
Nebraska
$568M
State Street
4
State Street
Massachusetts
$474M -$3.11M -35,680 -0.7%
Invesco
5
Invesco
Georgia
$185M +$1.38M +15,793 +0.8%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$179M +$1.78M +20,428 +1%
Caisse de Depot et Placement du Quebec (CDPQ)
7
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$176M -$105K -1,200 -0.1%
RFC
8
Regions Financial Corp
Alabama
$158M +$37.4K +429 +0%
Acadian Asset Management
9
Acadian Asset Management
Massachusetts
$144M +$17M +194,675 +14%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$141M -$11.9M -136,401 -8%
APG Asset Management
11
APG Asset Management
Netherlands
$134M +$48.9M +560,518 +49%
Artisan Partners
12
Artisan Partners
Wisconsin
$133M -$10.3M -117,816 -7%
Boston Partners
13
Boston Partners
Massachusetts
$125M +$4.92M +56,407 +4%
Janus Henderson Group
14
Janus Henderson Group
United Kingdom
$118M -$8.43M -96,640 -7%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$118M -$5.38M -61,645 -4%
Northern Trust
16
Northern Trust
Illinois
$112M +$423K +4,854 +0.4%
Norges Bank
17
Norges Bank
Norway
$102M
Fidelity Investments
18
Fidelity Investments
Massachusetts
$91.6M -$105M -1,206,632 -54%
Citadel Advisors
19
Citadel Advisors
Florida
$91.4M +$4.59M +52,672 +5%
Goldman Sachs
20
Goldman Sachs
New York
$88.5M +$1.95M +22,348 +2%
PRO
21
Pensioenfonds Rail & OV
Netherlands
$82.1M -$67.3K -771 -0.1%
Legal & General Group
22
Legal & General Group
United Kingdom
$81.3M +$6.15M +70,551 +8%
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$77.9M +$10.2M +116,814 +15%
TD Asset Management
24
TD Asset Management
Ontario, Canada
$69.2M -$2.18M -24,949 -3%
Schroder Investment Management Group
25
Schroder Investment Management Group
United Kingdom
$65.8M +$94.7K +1,085 +0.1%

GL Hedge Fund Activity: Q2 2019 in Review

490 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Globe Life (GL) for Q2 2019, worth a combined $7.39B — up 7.4% from $6.89B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new GL positions and 38 closed out — a net gain of 22 holders — while 137 added to existing stakes and 193 trimmed.

The largest buyer was APG Asset Management, adding an estimated $48.9M. The largest seller was Fidelity Investments, cutting an estimated $105M.

  • 490 institutional investors held Globe Life (GL) as of Q2 2019, up from 475 in Q1 2019.
  • Funds reported $7.39B of Globe Life stock for Q2 2019, up 7.4% quarter-over-quarter.
  • 60 funds opened new Globe Life positions in Q2 2019 and 38 closed out, a net change of +22 holders.
  • The largest Globe Life buyer in Q2 2019 was APG Asset Management, an estimated $48.9M added.
  • The largest Globe Life seller in Q2 2019 was Fidelity Investments, an estimated $105M sold.

Based on aggregated 13F filings for Q2 2019.