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NWLI

National Western Life Group, Inc. Class A

Delisted

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

103 hedge funds and large institutions have $856M invested in National Western Life Group, Inc. Class A in 2016 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 39 increasing their positions, 28 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

52% more capital invested

Capital invested by funds: $563M → $856M (+$293M)

39% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 28

7% more funds holding

Funds holding: 96103 (+7)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
103
Holders Change
+7
Holders Change %
+7.29%
% of All Funds
2.58%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
16
Increased
39
Reduced
28
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FC
26
FCA Corp
Texas
$3.32M +$37.7K +150 +1%
ACP
27
Aviance Capital Partners
Florida
$3.13M -$25.1K -100 -1%
Boston Partners
28
Boston Partners
Massachusetts
$3.04M
BIM
29
BlackRock Investment Management
Delaware
$2.86M -$32.4K -129 -1%
Russell Investments Group
30
Russell Investments Group
United Kingdom
$2.69M +$2.19M +8,707 New
Morgan Stanley
31
Morgan Stanley
New York
$2.63M +$1.45M +5,781 +217%
TCIM
32
TIAA CREF Investment Management
New York
$2.4M +$1K +4 +0.1%
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$2.36M +$339K +1,351 +22%
Invesco
34
Invesco
Georgia
$2.28M -$150K -599 -8%
LSV Asset Management
35
LSV Asset Management
Illinois
$2.1M +$170K +675 +11%
Acadian Asset Management
36
Acadian Asset Management
Massachusetts
$1.93M +$1.14M +4,537 +271%
ZCM
37
Zebra Capital Management
Connecticut
$1.89M +$32.4K +129 +2%
Los Angeles Capital Management
38
Los Angeles Capital Management
California
$1.62M
PPA
39
Parametric Portfolio Associates
Washington
$1.59M -$51.2K -204 -4%
MAM
40
Martingale Asset Management
Massachusetts
$1.59M +$171K +680 +15%
California State Teachers Retirement System (CalSTRS)
41
California State Teachers Retirement System (CalSTRS)
California
$1.47M
AQR Capital Management
42
AQR Capital Management
Connecticut
$1.44M -$123K -490 -10%
JP Morgan Chase
43
JP Morgan Chase
New York
$1.33M +$1.07M +4,271 New
Swiss National Bank
44
Swiss National Bank
Switzerland
$1.23M +$75.4K +300 +8%
MC
45
Menta Capital
California
$1.22M -$5.02K -20 -0.5%
TA
46
Teachers Advisors
New York
$1.17M +$22.6K +90 +2%
AG
47
Aperio Group
California
$1.14M -$198K -788 -18%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$1.12M
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$1.12M -$43.2K -172 -5%
American Century Companies
50
American Century Companies
Missouri
$1.12M +$902K +3,590 New

NWLI Hedge Fund Activity: Q4 2016 in Review

103 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q4 2016, worth a combined $856M — up 52% from $563M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new NWLI positions and 7 closed out — a net gain of 9 holders — while 39 added to existing stakes and 28 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $2.89M. The largest seller was Nuance Investments, exiting entirely with an estimated $3.59M sold.

  • 103 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q4 2016, up from 96 in Q3 2016.
  • Funds reported $856M of National Western Life Group, Inc. Class A stock for Q4 2016, up 52% quarter-over-quarter.
  • 16 funds opened new National Western Life Group, Inc. Class A positions in Q4 2016 and 7 closed out, a net change of +9 holders.
  • The largest National Western Life Group, Inc. Class A buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $2.89M added.
  • The largest National Western Life Group, Inc. Class A seller in Q4 2016 was Nuance Investments, an estimated $3.59M sold.

Based on aggregated 13F filings for Q4 2016.