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NWLI

National Western Life Group, Inc. Class A

Delisted

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

99 hedge funds and large institutions have $593M invested in National Western Life Group, Inc. Class A in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 40 increasing their positions, 36 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

20% more capital invested

Capital invested by funds: $493M → $593M (+$99.6M)

11% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 36

3% less funds holding

Funds holding: 10299 (-3)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

Holders
99
Holders Change
-3
Holders Change %
-2.94%
% of All Funds
2.03%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
8
Increased
40
Reduced
36
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FC
26
FCA Corp
Texas
$2.15M -$572 -3 -0%
ARM
27
Adirondack Research & Management
New York
$2.08M -$145K -759 -7%
N
28
Nuveen
North Carolina
$1.98M +$168K +880 +10%
Schroder Investment Management Group
29
Schroder Investment Management Group
United Kingdom
$1.51M -$269K -1,412 -16%
New York State Common Retirement Fund
30
New York State Common Retirement Fund
New York
$1.42M +$191K +1,000 +17%
Acadian Asset Management
31
Acadian Asset Management
Massachusetts
$1.33M
BIP
32
Brandes Investment Partners
California
$1.32M -$76.8K -403 -6%
Morgan Stanley
33
Morgan Stanley
New York
$1.3M +$615K +3,229 +101%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$1.23M +$213K +1,119 +23%
First Trust Advisors
35
First Trust Advisors
Illinois
$1.17M -$43.1K -226 -4%
Citadel Advisors
36
Citadel Advisors
Florida
$1.15M -$542K -2,842 -33%
Swiss National Bank
37
Swiss National Bank
Switzerland
$1.09M +$133K +700 +15%
AG
38
Aperio Group
California
$1.05M -$180K -943 -15%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$924K +$46.7K +245 +6%
MAM
40
Martingale Asset Management
Massachusetts
$875K -$896K -4,700 -52%
LSV Asset Management
41
LSV Asset Management
Illinois
$873K -$160K -840 -16%
Bank of America
42
Bank of America
North Carolina
$852K +$295K +1,549 +58%
Victory Capital Management
43
Victory Capital Management
Texas
$822K -$816K -4,279 -51%
ZCM
44
Ziegler Capital Management
Illinois
$809K -$91.3K -479 -11%
Invesco
45
Invesco
Georgia
$787K -$4K -21 -0.5%
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$787K +$87.1K +457 +13%
Los Angeles Capital Management
47
Los Angeles Capital Management
California
$728K -$12K -63 -2%
Neuberger Berman Group
48
Neuberger Berman Group
New York
$650K
JIM
49
Jupiter Investment Management
United Kingdom
$607K
Barclays
50
Barclays
United Kingdom
$576K +$254K +1,335 +89%

NWLI Hedge Fund Activity: Q2 2020 in Review

99 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q2 2020, worth a combined $593M — up 20% from $493M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of NWLI and 8 opened new positions — a net loss of 3 holders — while 36 trimmed existing stakes and 40 added.

The largest buyer was Vanguard Group, adding an estimated $10.3M. The largest seller was Fidelity Investments, cutting an estimated $5.46M.

  • 99 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q2 2020, down from 102 in Q1 2020.
  • Funds reported $593M of National Western Life Group, Inc. Class A stock for Q2 2020, up 20% quarter-over-quarter.
  • 8 funds opened new National Western Life Group, Inc. Class A positions in Q2 2020 and 11 closed out, a net change of -3 holders.
  • The largest National Western Life Group, Inc. Class A buyer in Q2 2020 was Vanguard Group, an estimated $10.3M added.
  • The largest National Western Life Group, Inc. Class A seller in Q2 2020 was Fidelity Investments, an estimated $5.46M sold.

Based on aggregated 13F filings for Q2 2020.