Globe Life
484 hedge funds and large institutions have $7.45B invested in Globe Life in 2021 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 145 increasing their positions, 187 reducing their positions, and 57 closing their positions.
2% more capital invested
Capital invested by funds: $7.31B → $7.45B (+$148M)
2% less funds holding
Funds holding: 492 → 484 (-8)
6.93% less ownership
Funds ownership: 73.76% → 66.83% (-6.9%)
11% less first-time investments, than exits
New positions opened: 51 | Existing positions closed: 57
19% less call options, than puts
Call options by funds: $3.37M | Put options by funds: $4.17M
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
22% less repeat investments, than reductions
Existing positions increased: 145 | Existing positions reduced: 187
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$154M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$24.8M |
| 3 |
PCM
Prana Capital Management
Greenwich,
Connecticut
|
+$17.4M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
+$17M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$14.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$74.9M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$51.6M |
| 3 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
-$35.6M |
| 4 |
APG Asset Management
Amsterdam,
Netherlands
|
-$21.9M |
| 5 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$18.9M |
GL Hedge Fund Activity: Q1 2021 in Review
484 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Globe Life (GL) for Q1 2021, worth a combined $7.45B — up 2% from $7.31B a quarter earlier.
Sellers outnumbered buyers: 57 funds closed out of GL and 51 opened new positions — a net loss of 6 holders — while 187 trimmed existing stakes and 145 added.
The largest buyer was Wellington Management Group, adding an estimated $154M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $74.9M sold.
- 484 institutional investors held Globe Life (GL) as of Q1 2021, down from 492 in Q4 2020.
- Funds reported $7.45B of Globe Life stock for Q1 2021, up 2% quarter-over-quarter.
- 51 funds opened new Globe Life positions in Q1 2021 and 57 closed out, a net change of -6 holders.
- The largest Globe Life buyer in Q1 2021 was Wellington Management Group, an estimated $154M added.
- The largest Globe Life seller in Q1 2021 was Lord, Abbett & Co, an estimated $74.9M sold.
Based on aggregated 13F filings for Q1 2021.