Globe Life
588 hedge funds and large institutions have $9.27B invested in Globe Life in 2023 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 185 increasing their positions, 202 reducing their positions, and 38 closing their positions.
142% more first-time investments, than exits
New positions opened: 92 | Existing positions closed: 38
12% more capital invested
Capital invested by funds: $8.28B → $9.27B (+$993M)
8% more funds holding
Funds holding: 542 → 588 (+46)
0.85% more ownership
Funds ownership: 80.24% → 81.09% (+0.85%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
8% less repeat investments, than reductions
Existing positions increased: 185 | Existing positions reduced: 202
58% less call options, than puts
Call options by funds: $5.39M | Put options by funds: $13M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$73.6M |
| 2 |
BlackRock
New York
|
+$58.5M |
| 3 |
Neuberger Berman Group
New York
|
+$42M |
| 4 |
Corient Private Wealth
Miami,
Florida
|
+$39.7M |
| 5 |
California Public Employees Retirement System
Sacramento,
California
|
+$35.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Berkshire Hathaway
Omaha,
Nebraska
|
-$90.4M |
| 2 |
Goldman Sachs
New York
|
-$57.8M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
-$49.5M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$43.4M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$39.6M |
GL Hedge Fund Activity: Q4 2023 in Review
588 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Globe Life (GL) for Q4 2023, worth a combined $9.27B — up 12% from $8.28B a quarter earlier.
Buyers outnumbered sellers: 92 funds opened new GL positions and 38 closed out — a net gain of 54 holders — while 185 added to existing stakes and 202 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $73.6M. The largest seller was Berkshire Hathaway, exiting entirely with an estimated $90.4M sold.
- 588 institutional investors held Globe Life (GL) as of Q4 2023, up from 542 in Q3 2023.
- Funds reported $9.27B of Globe Life stock for Q4 2023, up 12% quarter-over-quarter.
- 92 funds opened new Globe Life positions in Q4 2023 and 38 closed out, a net change of +54 holders.
- The largest Globe Life buyer in Q4 2023 was Fidelity Investments, an estimated $73.6M added.
- The largest Globe Life seller in Q4 2023 was Berkshire Hathaway, an estimated $90.4M sold.
Based on aggregated 13F filings for Q4 2023.