National Western Life Group, Inc. Class A
NWLI
NWLI was delisted on the 8th of July, 2024.
114 hedge funds and large institutions have $961M invested in National Western Life Group, Inc. Class A in 2017 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 38 increasing their positions, 38 reducing their positions, and 9 closing their positions.
100% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 9
9% more funds holding
Funds holding: 105 → 114 (+9)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 38
4% less capital invested
Capital invested by funds: $1.01B → $961M (-$44.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$2.42M |
| 2 |
Russell Investments Group
London,
United Kingdom
|
+$2.15M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
+$2.12M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$1.69M |
| 5 |
MAM
Martingale Asset Management
Boston,
Massachusetts
|
+$1.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
-$5.39M |
| 2 |
NI
Numeric Investors
Boston,
Massachusetts
|
-$2.22M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$1.36M |
| 4 |
ZCM
Zebra Capital Management
Stamford,
Connecticut
|
-$1.27M |
| 5 |
TBC
Tweedy, Browne Co
Stamford,
Connecticut
|
-$987K |
NWLI Hedge Fund Activity: Q4 2017 in Review
114 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q4 2017, worth a combined $961M — down 4.5% from $1.01B a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new NWLI positions and 9 closed out — a net gain of 9 holders — while 38 added to existing stakes and 38 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $2.42M. The largest seller was Cooke & Bieler, cutting an estimated $5.39M.
- 114 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q4 2017, up from 105 in Q3 2017.
- Funds reported $961M of National Western Life Group, Inc. Class A stock for Q4 2017, down 4.5% quarter-over-quarter.
- 18 funds opened new National Western Life Group, Inc. Class A positions in Q4 2017 and 9 closed out, a net change of +9 holders.
- The largest National Western Life Group, Inc. Class A buyer in Q4 2017 was Fidelity Investments, an estimated $2.42M added.
- The largest National Western Life Group, Inc. Class A seller in Q4 2017 was Cooke & Bieler, an estimated $5.39M sold.
Based on aggregated 13F filings for Q4 2017.