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Globe Life

462 hedge funds and large institutions have $7.03B invested in Globe Life in 2021 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 147 increasing their positions, 159 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 50

4% more capital invested

Capital invested by funds: $6.74B → $7.03B (+$293M)

0% more funds holding

Funds holding: 460462 (+2)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.11% less ownership

Funds ownership: 74.61%74.5% (-0.11%)

8% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 159

44% less call options, than puts

Call options by funds: $5.73M | Put options by funds: $10.3M

Holders
462
Holders Change
+2
Holders Change %
+0.43%
% of All Funds
7.11%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
57
Increased
147
Reduced
159
Closed
50
Calls
$5.73M
Puts
$10.3M
Net Calls
-$4.55M
Net Calls Change
-$760K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.01B -$980K -10,602 -0.1%
BlackRock
2
BlackRock
New York
$606M -$59.8M -646,421 -9%
Berkshire Hathaway
3
Berkshire Hathaway
Nebraska
$595M
Wellington Management Group
4
Wellington Management Group
Massachusetts
$500M +$8.16M +88,251 +2%
State Street
5
State Street
Massachusetts
$426M +$6.6M +71,366 +2%
Boston Partners
6
Boston Partners
Massachusetts
$236M +$20.9M +226,388 +10%
CB
7
Cooke & Bieler
Pennsylvania
$165M +$58.3M +630,881 +56%
RFC
8
Regions Financial Corp
Alabama
$165M -$749K -8,096 -0.5%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$162M +$2.74M +29,648 +2%
Goldman Sachs
10
Goldman Sachs
New York
$145M +$8.37M +90,477 +6%
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$143M -$1.56M -16,844 -1%
APG Asset Management
12
APG Asset Management
Netherlands
$135M +$6.2M +67,071 +4%
Invesco
13
Invesco
Georgia
$131M +$20.8M +224,803 +19%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$105M +$3.38M +36,502 +3%
Artisan Partners
15
Artisan Partners
Wisconsin
$95.9M -$3.21M -34,758 -3%
Northern Trust
16
Northern Trust
Illinois
$90.9M -$3.55M -38,352 -4%
PRO
17
Pensioenfonds Rail & OV
Netherlands
$89.1M +$176K +1,903 +0.2%
Norges Bank
18
Norges Bank
Norway
$88.2M +$337K +3,644 +0.4%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$87.7M +$2.2M +23,814 +3%
EIC
20
Equity Investment Corp
Georgia
$84.1M +$21.4M +231,325 +35%
Bank of America
21
Bank of America
North Carolina
$70.9M +$8.86M +95,802 +15%
Legal & General Group
22
Legal & General Group
United Kingdom
$66M -$4.57M -49,465 -7%
Charles Schwab
23
Charles Schwab
California
$64.9M +$1.68M +18,136 +3%
ACA
24
Anchor Capital Advisors
Massachusetts
$62.3M +$582K +6,290 +1%
Schroder Investment Management Group
25
Schroder Investment Management Group
United Kingdom
$55.4M +$4.62M +50,003 +9%

GL Hedge Fund Activity: Q4 2021 in Review

462 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Globe Life (GL) for Q4 2021, worth a combined $7.03B — up 4.3% from $6.74B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new GL positions and 50 closed out — a net gain of 7 holders — while 147 added to existing stakes and 159 trimmed.

The largest buyer was Cooke & Bieler, adding an estimated $58.3M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), exiting entirely with an estimated $95.7M sold.

  • 462 institutional investors held Globe Life (GL) as of Q4 2021, up from 460 in Q3 2021.
  • Funds reported $7.03B of Globe Life stock for Q4 2021, up 4.3% quarter-over-quarter.
  • 57 funds opened new Globe Life positions in Q4 2021 and 50 closed out, a net change of +7 holders.
  • The largest Globe Life buyer in Q4 2021 was Cooke & Bieler, an estimated $58.3M added.
  • The largest Globe Life seller in Q4 2021 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $95.7M sold.

Based on aggregated 13F filings for Q4 2021.