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NWLI

National Western Life Group, Inc. Class A

Delisted

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

105 hedge funds and large institutions have $1.01B invested in National Western Life Group, Inc. Class A in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 44 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 30

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

10% more capital invested

Capital invested by funds: $911M → $1.01B (+$94.5M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less funds holding

Funds holding: 106105 (-1)

Holders
105
Holders Change
-1
Holders Change %
-0.94%
% of All Funds
2.62%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
8
Increased
44
Reduced
30
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
26
Westport Asset Management
Connecticut
$4.03M
FC
27
FCA Corp
Texas
$3.87M +$42.3K +126 +1%
RA
28
Royce & Associates
New York
$3.87M -$127K -378 -3%
BIP
29
Brandes Investment Partners
California
$3.85M -$9.73K -29 -0.3%
Deutsche Bank
30
Deutsche Bank
Germany
$3.58M +$15.1K +45 +0.4%
NI
31
Numeric Investors
Massachusetts
$3.1M +$2.39M +7,108 +403%
PPA
32
Parametric Portfolio Associates
Washington
$3.04M +$210K +626 +8%
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$2.85M +$387K +1,154 +16%
AllianceBernstein
34
AllianceBernstein
Tennessee
$2.8M
Acadian Asset Management
35
Acadian Asset Management
Massachusetts
$2.58M +$193K +574 +8%
Invesco
36
Invesco
Georgia
$2.4M +$73.2K +218 +3%
ZCM
37
Zebra Capital Management
Connecticut
$2.34M +$153K +456 +7%
AG
38
Aperio Group
California
$2.19M +$114K +341 +6%
TCIM
39
TIAA CREF Investment Management
New York
$2.12M +$16.1K +48 +0.8%
Los Angeles Capital Management
40
Los Angeles Capital Management
California
$2.1M
Russell Investments Group
41
Russell Investments Group
United Kingdom
$1.96M -$54.7K -163 -3%
Bank of America
42
Bank of America
North Carolina
$1.94M +$122K +362 +7%
OSAM
43
O'Shaughnessy Asset Management
Connecticut
$1.92M +$18.8K +56 +1%
Morgan Stanley
44
Morgan Stanley
New York
$1.88M +$123K +366 +7%
First Trust Advisors
45
First Trust Advisors
Illinois
$1.78M -$127K -377 -7%
MAM
46
Martingale Asset Management
Massachusetts
$1.76M
Arrowstreet Capital
47
Arrowstreet Capital
Massachusetts
$1.75M
CS
48
Credit Suisse
Switzerland
$1.65M +$1.08M +3,208 +210%
ACP
49
Aviance Capital Partners
Florida
$1.46M -$892K -2,656 -39%
Swiss National Bank
50
Swiss National Bank
Switzerland
$1.38M

NWLI Hedge Fund Activity: Q3 2017 in Review

105 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q3 2017, worth a combined $1.01B — up 10% from $911M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new NWLI positions and 7 closed out — a net gain of 1 holder — while 44 added to existing stakes and 30 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $2.9M. The largest seller was Boston Partners, exiting entirely with an estimated $2.6M sold.

  • 105 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q3 2017, down from 106 in Q2 2017.
  • Funds reported $1.01B of National Western Life Group, Inc. Class A stock for Q3 2017, up 10% quarter-over-quarter.
  • 8 funds opened new National Western Life Group, Inc. Class A positions in Q3 2017 and 7 closed out, a net change of +1 holder.
  • The largest National Western Life Group, Inc. Class A buyer in Q3 2017 was AQR Capital Management, an estimated $2.9M added.
  • The largest National Western Life Group, Inc. Class A seller in Q3 2017 was Boston Partners, an estimated $2.6M sold.

Based on aggregated 13F filings for Q3 2017.