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NWLI

National Western Life Group, Inc. Class A

Delisted

NWLI was delisted on the 8th of July, 2024.

95 hedge funds and large institutions have $447M invested in National Western Life Group, Inc. Class A in 2015 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,250% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 2

1,055% more capital invested

Capital invested by funds: $38.7M → $447M (+$409M)

850% more funds holding

Funds holding: 1095 (+85)

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

33% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 3

Holders
95
Holders Change
+85
Holders Change %
+850%
% of All Funds
2.49%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
87
Increased
4
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FC
26
FCA Corp
Texas
$2.44M -$112K -440 -4%
RFC
27
Russell Frank Company
Washington
$2.42M +$2.45M +9,605 New
BIM
28
BlackRock Investment Management
Delaware
$2.08M +$2.1M +8,237 New
PPA
29
Parametric Portfolio Associates
Washington
$1.94M +$1.96M +7,693 New
TCIM
30
TIAA CREF Investment Management
New York
$1.92M +$1.94M +7,638 New
Morgan Stanley
31
Morgan Stanley
New York
$1.64M +$1.66M +6,517 New
ZCM
32
Zebra Capital Management
Connecticut
$1.51M +$99.6K +391 +7%
Invesco
33
Invesco
Georgia
$1.49M +$1.51M +5,923 New
RA
34
Royce & Associates
New York
$1.49M +$1.5M +5,900 New
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$1.4M +$1.41M +5,549 New
Renaissance Technologies
36
Renaissance Technologies
New York
$1.26M +$1.27M +5,000 New
LSV Asset Management
37
LSV Asset Management
Illinois
$1.23M +$1.25M +4,900 New
MAM
38
Martingale Asset Management
Massachusetts
$1.11M +$28.3K +111 +3%
AG
39
Aperio Group
California
$1.09M +$1.1M +4,313 New
Los Angeles Capital Management
40
Los Angeles Capital Management
California
$1.07M +$1.08M +4,245 New
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$1.06M +$65.4K +257 +6%
BGIM
42
Brandywine Global Investment Management
Pennsylvania
$1.03M +$1.05M +4,107 New
California State Teachers Retirement System (CalSTRS)
43
California State Teachers Retirement System (CalSTRS)
California
$1.03M +$1.04M +4,086 New
TA
44
Teachers Advisors
New York
$951K +$961K +3,775 New
WBC
45
Westpac Banking Corp
Australia
$949K +$959K +3,765 New
BIP
46
Brandes Investment Partners
California
$917K +$927K +3,640 New
MC
47
Menta Capital
California
$885K +$894K +3,512 New
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$884K +$893K +3,508 New
Deutsche Bank
49
Deutsche Bank
Germany
$855K +$866K +3,403 New
Acadian Asset Management
50
Acadian Asset Management
Massachusetts
$780K +$789K +3,097 New

NWLI Hedge Fund Activity: Q4 2015 in Review

95 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q4 2015, worth a combined $447M — up 1,055% from $38.7M a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new NWLI positions and 2 closed out — a net gain of 85 holders — while 4 added to existing stakes and 3 trimmed.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $132M. The largest seller was Westport Asset Management, cutting an estimated $3.87M.

  • 95 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q4 2015, up from 10 in Q3 2015.
  • Funds reported $447M of National Western Life Group, Inc. Class A stock for Q4 2015, up 1,055% quarter-over-quarter.
  • 87 funds opened new National Western Life Group, Inc. Class A positions in Q4 2015 and 2 closed out, a net change of +85 holders.
  • The largest National Western Life Group, Inc. Class A buyer in Q4 2015 was Balyasny Asset Management, an estimated $132M added.
  • The largest National Western Life Group, Inc. Class A seller in Q4 2015 was Westport Asset Management, an estimated $3.87M sold.

Based on aggregated 13F filings for Q4 2015.