Globe Life
493 hedge funds and large institutions have $7.3B invested in Globe Life in 2020 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 146 increasing their positions, 186 reducing their positions, and 30 closing their positions.
127% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 30
87% more call options, than puts
Call options by funds: $9.42M | Put options by funds: $5.03M
17% more capital invested
Capital invested by funds: $6.21B → $7.3B (+$1.08B)
7% more funds holding
Funds holding: 459 → 493 (+34)
0.5% more ownership
Funds ownership: 73.25% → 73.75% (+0.5%)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
22% less repeat investments, than reductions
Existing positions increased: 146 | Existing positions reduced: 186
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Rockefeller Capital Management
New York
|
+$115M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$24.6M |
| 3 |
Nuveen
Charlotte,
North Carolina
|
+$22.3M |
| 4 |
BlackRock
New York
|
+$18.3M |
| 5 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
+$14.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$86.8M |
| 2 |
Acadian Asset Management
Boston,
Massachusetts
|
-$60M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
-$37.9M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$28.2M |
| 5 |
State Street
Boston,
Massachusetts
|
-$18.2M |
GL Hedge Fund Activity: Q4 2020 in Review
493 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Globe Life (GL) for Q4 2020, worth a combined $7.3B — up 17% from $6.21B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new GL positions and 30 closed out — a net gain of 38 holders — while 146 added to existing stakes and 186 trimmed.
The largest buyer was Rockefeller Capital Management, adding an estimated $115M. The largest seller was Citadel Advisors, cutting an estimated $86.8M.
- 493 institutional investors held Globe Life (GL) as of Q4 2020, up from 459 in Q3 2020.
- Funds reported $7.3B of Globe Life stock for Q4 2020, up 17% quarter-over-quarter.
- 68 funds opened new Globe Life positions in Q4 2020 and 30 closed out, a net change of +38 holders.
- The largest Globe Life buyer in Q4 2020 was Rockefeller Capital Management, an estimated $115M added.
- The largest Globe Life seller in Q4 2020 was Citadel Advisors, an estimated $86.8M sold.
Based on aggregated 13F filings for Q4 2020.