We are live on ! Find out more
GL icon

Globe Life

502 hedge funds and large institutions have $6.09B invested in Globe Life in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 158 increasing their positions, 199 reducing their positions, and 162 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more call options, than puts

Call options by funds: $128M | Put options by funds: $108M

4.8% less ownership

Funds ownership: 84.96%80.17% (-4.8%)

16% less funds holding

Funds holding: 598502 (-96)

21% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 199

34% less capital invested

Capital invested by funds: $9.23B → $6.09B (-$3.15B)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

54% less first-time investments, than exits

New positions opened: 74 | Existing positions closed: 162

Holders
502
Holders Change
-96
Holders Change %
-16.05%
% of All Funds
7.25%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
74
Increased
158
Reduced
199
Closed
162
Calls
$128M
Puts
$108M
Net Calls
+$19.6M
Net Calls Change
+$133M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$937M +$10.6M +127,872 +1%
BlackRock
2
BlackRock
New York
$502M -$82.1M -991,725 -14%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$489M +$117M +1,410,889 +31%
Invesco
4
Invesco
Georgia
$345M +$191M +2,306,162 +122%
State Street
5
State Street
Massachusetts
$282M -$32.8M -395,863 -10%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$209M +$12.8M +154,447 +7%
Morgan Stanley
7
Morgan Stanley
New York
$138M +$34.8M +419,959 +33%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$133M +$68.1M +822,638 +104%
Millennium Management
9
Millennium Management
New York
$105M +$68M +821,360 +179%
UBS AM
10
UBS AM
Illinois
$102M +$70.6M +852,132 +218%
N
11
Nuveen
North Carolina
$102M +$37.5M +452,270 +57%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$102M -$4.94M -59,650 -5%
Norges Bank
13
Norges Bank
Norway
$96.1M -$9.15M -110,469 -9%
Voloridge Investment Management
14
Voloridge Investment Management
Florida
$88.8M +$87.4M +1,055,457 +4,458%
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$88.4M +$71.2M +859,146 +399%
EIC
16
Equity Investment Corp
Georgia
$85.3M +$15.4M +185,859 +22%
Nordea Investment Management
17
Nordea Investment Management
Sweden
$83.9M +$616K +7,433 +0.7%
RFC
18
Regions Financial Corp
Alabama
$79.7M -$16.5M -199,399 -17%
Pzena Investment Management
19
Pzena Investment Management
New York
$76.6M +$45.8M +552,634 +146%
Northern Trust
20
Northern Trust
Illinois
$71.4M -$2.66M -32,168 -4%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$70M -$148M -1,792,733 -68%
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$62.2M +$33M +398,646 +111%
Charles Schwab
23
Charles Schwab
California
$62M +$1.49M +18,013 +2%
Artisan Partners
24
Artisan Partners
Wisconsin
$56.5M -$403K -4,868 -0.7%
Jacobs Levy Equity Management
25
Jacobs Levy Equity Management
New Jersey
$54M +$54.3M +655,968 New

GL Hedge Fund Activity: Q2 2024 in Review

502 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Globe Life (GL) for Q2 2024, worth a combined $6.09B — down 34% from $9.23B a quarter earlier.

Sellers outnumbered buyers: 162 funds closed out of GL and 74 opened new positions — a net loss of 88 holders — while 199 trimmed existing stakes and 158 added.

The largest buyer was Invesco, adding an estimated $191M. The largest seller was Cooke & Bieler, exiting entirely with an estimated $252M sold.

  • 502 institutional investors held Globe Life (GL) as of Q2 2024, down from 598 in Q1 2024.
  • Funds reported $6.09B of Globe Life stock for Q2 2024, down 34% quarter-over-quarter.
  • 74 funds opened new Globe Life positions in Q2 2024 and 162 closed out, a net change of -88 holders.
  • The largest Globe Life buyer in Q2 2024 was Invesco, an estimated $191M added.
  • The largest Globe Life seller in Q2 2024 was Cooke & Bieler, an estimated $252M sold.

Based on aggregated 13F filings for Q2 2024.