We are live on ! Find out more
NWLI

National Western Life Group, Inc. Class A

Delisted

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

98 hedge funds and large institutions have $852M invested in National Western Life Group, Inc. Class A in 2017 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 37 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 31

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

0% less capital invested

Capital invested by funds: $856M → $852M (-$3.6M)

5% less funds holding

Funds holding: 10398 (-5)

Holders
98
Holders Change
-5
Holders Change %
-4.85%
% of All Funds
2.44%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
8
Increased
37
Reduced
31
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FC
26
FCA Corp
Texas
$3.31M +$65K +210 +2%
Boston Partners
27
Boston Partners
Massachusetts
$2.97M
Fiera Capital (Canada)
28
Fiera Capital (Canada)
Quebec, Canada
$2.92M +$2.97M +9,605 New
Acadian Asset Management
29
Acadian Asset Management
Massachusetts
$2.51M +$636K +2,055 +33%
ACP
30
Aviance Capital Partners
Florida
$2.5M -$577K -1,865 -19%
AllianceBernstein
31
AllianceBernstein
Tennessee
$2.47M +$1.58M +5,100 +168%
AQR Capital Management
32
AQR Capital Management
Connecticut
$2.46M +$1.07M +3,459 +75%
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$2.37M +$61.9K +200 +3%
Bank of America
34
Bank of America
North Carolina
$2.29M +$2.2M +7,106 +1,672%
Russell Investments Group
35
Russell Investments Group
United Kingdom
$2.09M -$565K -1,826 -21%
Invesco
36
Invesco
Georgia
$2.09M -$147K -474 -6%
American Century Companies
37
American Century Companies
Missouri
$1.86M +$780K +2,518 +70%
TCIM
38
TIAA CREF Investment Management
New York
$1.78M -$580K -1,874 -24%
Morgan Stanley
39
Morgan Stanley
New York
$1.75M -$833K -2,689 -32%
ZCM
40
Zebra Capital Management
Connecticut
$1.74M -$119K -385 -6%
OSAM
41
O'Shaughnessy Asset Management
Connecticut
$1.64M +$1.49M +4,828 +843%
MAM
42
Martingale Asset Management
Massachusetts
$1.55M
Los Angeles Capital Management
43
Los Angeles Capital Management
California
$1.55M -$31K -100 -2%
PPA
44
Parametric Portfolio Associates
Washington
$1.53M -$22.3K -72 -1%
Arrowstreet Capital
45
Arrowstreet Capital
Massachusetts
$1.52M +$1.55M +5,003 New
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$1.35M -$92.9K -300 -6%
Swiss National Bank
47
Swiss National Bank
Switzerland
$1.2M
TA
48
Teachers Advisors
New York
$1.19M +$49.2K +159 +4%
AG
49
Aperio Group
California
$1.18M +$66.3K +214 +6%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$1.16M +$66.3K +214 +6%

NWLI Hedge Fund Activity: Q1 2017 in Review

98 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q1 2017, worth a combined $852M — down 0.42% from $856M a quarter earlier.

Fund positioning in NWLI was balanced in Q1 2017: 8 funds opened new positions, 8 closed out, 37 added to existing stakes and 31 trimmed.

The largest buyer was BlackRock, adding an estimated $45.1M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $936K sold.

  • 98 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q1 2017, down from 103 in Q4 2016.
  • Funds reported $852M of National Western Life Group, Inc. Class A stock for Q1 2017, down 0.42% quarter-over-quarter.
  • 8 funds opened new National Western Life Group, Inc. Class A positions in Q1 2017 and 8 closed out, a net change of 0 holders.
  • The largest National Western Life Group, Inc. Class A buyer in Q1 2017 was BlackRock, an estimated $45.1M added.
  • The largest National Western Life Group, Inc. Class A seller in Q1 2017 was Susquehanna International Group, an estimated $936K sold.

Based on aggregated 13F filings for Q1 2017.