Globe Life
440 hedge funds and large institutions have $5.79B invested in Globe Life in 2020 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 139 increasing their positions, 164 reducing their positions, and 72 closing their positions.
0.22% more ownership
Funds ownership: 74.69% → 74.92% (+0.22%)
7% less funds holding
Funds holding: 473 → 440 (-33)
15% less repeat investments, than reductions
Existing positions increased: 139 | Existing positions reduced: 164
32% less capital invested
Capital invested by funds: $8.48B → $5.79B (-$2.69B)
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
38% less first-time investments, than exits
New positions opened: 45 | Existing positions closed: 72
48% less call options, than puts
Call options by funds: $7.18M | Put options by funds: $13.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
+$47.6M |
| 2 |
BlackRock
New York
|
+$46M |
| 3 |
JP Morgan Chase
New York
|
+$27.7M |
| 4 |
NIMC
NWQ Investment Management Company
Los Angeles,
California
|
+$26M |
| 5 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
+$24.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$49.5M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$40.3M |
| 3 |
Public Sector Pension Investment Board (PSP Investments)
Montreal,
Quebec, Canada
|
-$35.6M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$30.9M |
| 5 |
TD Asset Management
Toronto,
Ontario, Canada
|
-$21.1M |
GL Hedge Fund Activity: Q1 2020 in Review
440 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Globe Life (GL) for Q1 2020, worth a combined $5.79B — down 32% from $8.48B a quarter earlier.
Sellers outnumbered buyers: 72 funds closed out of GL and 45 opened new positions — a net loss of 27 holders — while 164 trimmed existing stakes and 139 added.
The largest buyer was Schroder Investment Management Group, adding an estimated $47.6M. The largest seller was Citadel Advisors, cutting an estimated $49.5M.
- 440 institutional investors held Globe Life (GL) as of Q1 2020, down from 473 in Q4 2019.
- Funds reported $5.79B of Globe Life stock for Q1 2020, down 32% quarter-over-quarter.
- 45 funds opened new Globe Life positions in Q1 2020 and 72 closed out, a net change of -27 holders.
- The largest Globe Life buyer in Q1 2020 was Schroder Investment Management Group, an estimated $47.6M added.
- The largest Globe Life seller in Q1 2020 was Citadel Advisors, an estimated $49.5M sold.
Based on aggregated 13F filings for Q1 2020.