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NWLI

National Western Life Group, Inc. Class A

Delisted

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

100 hedge funds and large institutions have $545M invested in National Western Life Group, Inc. Class A in 2016 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 34 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

45% more capital invested

Capital invested by funds: $376M → $545M (+$169M)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

6% more funds holding

Funds holding: 94100 (+6)

3% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 34

Holders
100
Holders Change
+6
Holders Change %
+6.38%
% of All Funds
2.67%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
12
Increased
35
Reduced
34
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BIP
26
Brandes Investment Partners
California
$1.97M +$834K +3,906 +63%
Boston Partners
27
Boston Partners
Massachusetts
$1.91M -$82.9K -388 -4%
ACP
28
Aviance Capital Partners
Florida
$1.9M +$2.08M +9,744 New
BIM
29
BlackRock Investment Management
Delaware
$1.9M +$201K +939 +11%
Prudential Financial
30
Prudential Financial
New Jersey
$1.83M -$494K -2,310 -20%
EA
31
Emerald Acquisition
Washington
$1.61M +$1.76M +8,254 New
ZCM
32
Zebra Capital Management
Connecticut
$1.46M +$216K +1,009 +16%
First Trust Advisors
33
First Trust Advisors
Illinois
$1.43M +$1.56M +7,320 New
TCIM
34
TIAA CREF Investment Management
New York
$1.35M -$156K -728 -10%
Invesco
35
Invesco
Georgia
$1.34M -$4.27K -20 -0.3%
CS
36
Credit Suisse
Switzerland
$1.31M +$904K +4,233 +171%
California Public Employees Retirement System
37
California Public Employees Retirement System
California
$1.24M -$85.5K -400 -6%
LSV Asset Management
38
LSV Asset Management
Illinois
$1.19M
RA
39
Royce & Associates
New York
$1.15M
PPA
40
Parametric Portfolio Associates
Washington
$1.08M -$108K -506 -8%
Renaissance Technologies
41
Renaissance Technologies
New York
$957K -$21.4K -100 -2%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$933K +$19.2K +90 +2%
California State Teachers Retirement System (CalSTRS)
43
California State Teachers Retirement System (CalSTRS)
California
$923K -$9.4K -44 -0.9%
Los Angeles Capital Management
44
Los Angeles Capital Management
California
$922K +$54.5K +255 +6%
AQR Capital Management
45
AQR Capital Management
Connecticut
$864K +$200K +937 +27%
MAM
46
Martingale Asset Management
Massachusetts
$856K
AG
47
Aperio Group
California
$794K +$16K +75 +2%
MC
48
Menta Capital
California
$768K +$90.4K +423 +12%
BGIM
49
Brandywine Global Investment Management
Pennsylvania
$760K -$4.27K -20 -0.5%
Swiss National Bank
50
Swiss National Bank
Switzerland
$752K +$42.7K +200 +5%

NWLI Hedge Fund Activity: Q2 2016 in Review

100 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q2 2016, worth a combined $545M — up 45% from $376M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new NWLI positions and 4 closed out — a net gain of 8 holders — while 35 added to existing stakes and 34 trimmed.

The largest buyer was Moody National Bank Trust Division, opening a new position worth an estimated $247M. The largest seller was Nuance Investments, cutting an estimated $6.88M.

  • 100 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q2 2016, up from 94 in Q1 2016.
  • Funds reported $545M of National Western Life Group, Inc. Class A stock for Q2 2016, up 45% quarter-over-quarter.
  • 12 funds opened new National Western Life Group, Inc. Class A positions in Q2 2016 and 4 closed out, a net change of +8 holders.
  • The largest National Western Life Group, Inc. Class A buyer in Q2 2016 was Moody National Bank Trust Division, an estimated $247M added.
  • The largest National Western Life Group, Inc. Class A seller in Q2 2016 was Nuance Investments, an estimated $6.88M sold.

Based on aggregated 13F filings for Q2 2016.