National Western Life Group, Inc. Class A
NWLI
NWLI was delisted on the 8th of July, 2024.
110 hedge funds and large institutions have $758M invested in National Western Life Group, Inc. Class A in 2019 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 46 increasing their positions, 32 reducing their positions, and 9 closing their positions.
44% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 32
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
3% less funds holding
Funds holding: 113 → 110 (-3)
12% less capital invested
Capital invested by funds: $861M → $758M (-$103M)
33% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.74M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.71M |
| 3 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$1.46M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.09M |
| 5 |
MAM
Martingale Asset Management
Boston,
Massachusetts
|
+$1.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$6.08M |
| 2 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
-$3.66M |
| 3 |
BlackRock
New York
|
-$1.24M |
| 4 |
ACP
Aviance Capital Partners
Naples,
Florida
|
-$1.19M |
| 5 |
JIR
James Investment Research
Alpha,
Ohio
|
-$1.08M |
NWLI Hedge Fund Activity: Q1 2019 in Review
110 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q1 2019, worth a combined $758M — down 12% from $861M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of NWLI and 6 opened new positions — a net loss of 3 holders — while 32 trimmed existing stakes and 46 added.
The largest buyer was Ameriprise, adding an estimated $1.74M. The largest seller was Franklin Resources, cutting an estimated $6.08M.
- 110 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q1 2019, down from 113 in Q4 2018.
- Funds reported $758M of National Western Life Group, Inc. Class A stock for Q1 2019, down 12% quarter-over-quarter.
- 6 funds opened new National Western Life Group, Inc. Class A positions in Q1 2019 and 9 closed out, a net change of -3 holders.
- The largest National Western Life Group, Inc. Class A buyer in Q1 2019 was Ameriprise, an estimated $1.74M added.
- The largest National Western Life Group, Inc. Class A seller in Q1 2019 was Franklin Resources, an estimated $6.08M sold.
Based on aggregated 13F filings for Q1 2019.