Globe Life
458 hedge funds and large institutions have $6.2B invested in Globe Life in 2020 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 133 increasing their positions, 187 reducing their positions, and 46 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
5% more capital invested
Capital invested by funds: $5.93B → $6.2B (+$274M)
7% less first-time investments, than exits
New positions opened: 43 | Existing positions closed: 46
1% less funds holding
Funds holding: 463 → 458 (-5)
2.52% less ownership
Funds ownership: 75.79% → 73.27% (-2.5%)
29% less repeat investments, than reductions
Existing positions increased: 133 | Existing positions reduced: 187
52% less call options, than puts
Call options by funds: $2.14M | Put options by funds: $4.44M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$42.5M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$33.4M |
| 3 |
Goldman Sachs
New York
|
+$31.3M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
+$27.5M |
| 5 |
MDSL
M.D. Sass LLC
New York
|
+$13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
-$52.4M |
| 2 |
Acadian Asset Management
Boston,
Massachusetts
|
-$46M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$35.1M |
| 4 |
BlackRock
New York
|
-$31.1M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$25.4M |
GL Hedge Fund Activity: Q3 2020 in Review
458 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Globe Life (GL) for Q3 2020, worth a combined $6.2B — up 4.6% from $5.93B a quarter earlier.
Sellers outnumbered buyers: 46 funds closed out of GL and 43 opened new positions — a net loss of 3 holders — while 187 trimmed existing stakes and 133 added.
The largest buyer was Wellington Management Group, adding an estimated $42.5M. The largest seller was Schroder Investment Management Group, cutting an estimated $52.4M.
- 458 institutional investors held Globe Life (GL) as of Q3 2020, down from 463 in Q2 2020.
- Funds reported $6.2B of Globe Life stock for Q3 2020, up 4.6% quarter-over-quarter.
- 43 funds opened new Globe Life positions in Q3 2020 and 46 closed out, a net change of -3 holders.
- The largest Globe Life buyer in Q3 2020 was Wellington Management Group, an estimated $42.5M added.
- The largest Globe Life seller in Q3 2020 was Schroder Investment Management Group, an estimated $52.4M sold.
Based on aggregated 13F filings for Q3 2020.