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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 $528M invested in National Western Life Group, Inc. Class A in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 43 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

1% less funds holding

Funds holding: 9998 (-1)

11% less capital invested

Capital invested by funds: $593M → $528M (-$64.5M)

44% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 43

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
98
Holders Change
-1
Holders Change %
-1.01%
% of All Funds
1.98%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
9
Increased
24
Reduced
43
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
26
Renaissance Technologies
New York
$1.96M -$1.29M -6,260 -37%
FC
27
FCA Corp
Texas
$1.93M -$2.26K -11 -0.1%
ARM
28
Adirondack Research & Management
New York
$1.75M -$131K -639 -6%
Arrowstreet Capital
29
Arrowstreet Capital
Massachusetts
$1.44M +$1.25M +6,088 +339%
Schroder Investment Management Group
30
Schroder Investment Management Group
United Kingdom
$1.36M -$138K -670 -9%
New York State Common Retirement Fund
31
New York State Common Retirement Fund
New York
$1.28M
First Trust Advisors
32
First Trust Advisors
Illinois
$1.2M +$164K +800 +14%
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$1.14M +$44.2K +215 +4%
Swiss National Bank
34
Swiss National Bank
Switzerland
$996K +$20.5K +100 +2%
AG
35
Aperio Group
California
$942K -$6.16K -30 -0.6%
BIP
36
Brandes Investment Partners
California
$929K -$294K -1,430 -22%
Bank of America
37
Bank of America
North Carolina
$894K +$143K +694 +17%
Citadel Advisors
38
Citadel Advisors
Florida
$878K -$180K -878 -15%
Acadian Asset Management
39
Acadian Asset Management
Massachusetts
$876K -$360K -1,752 -27%
MAM
40
Martingale Asset Management
Massachusetts
$787K -$205 -1 -0%
Victory Capital Management
41
Victory Capital Management
Texas
$724K -$17.5K -85 -2%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$722K -$123K -599 -13%
ZCM
43
Ziegler Capital Management
Illinois
$709K -$20.8K -101 -3%
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$708K
Morgan Stanley
45
Morgan Stanley
New York
$701K -$530K -2,581 -40%
Invesco
46
Invesco
Georgia
$690K -$19.7K -96 -2%
Los Angeles Capital Management
47
Los Angeles Capital Management
California
$620K -$39K -190 -5%
LSV Asset Management
48
LSV Asset Management
Illinois
$584K -$226K -1,100 -26%
Russell Investments Group
49
Russell Investments Group
United Kingdom
$581K +$302K +1,470 +86%
JP Morgan Chase
50
JP Morgan Chase
New York
$551K +$125K +609 +26%

NWLI Hedge Fund Activity: Q3 2020 in Review

98 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q3 2020, worth a combined $528M — down 11% from $593M a quarter earlier.

Fund positioning in NWLI was balanced in Q3 2020: 9 funds opened new positions, 9 closed out, 24 added to existing stakes and 43 trimmed.

The largest buyer was Wells Fargo, adding an estimated $2.69M. The largest seller was Shufro Rose & Co, cutting an estimated $4.22M.

  • 98 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q3 2020, down from 99 in Q2 2020.
  • Funds reported $528M of National Western Life Group, Inc. Class A stock for Q3 2020, down 11% quarter-over-quarter.
  • 9 funds opened new National Western Life Group, Inc. Class A positions in Q3 2020 and 9 closed out, a net change of 0 holders.
  • The largest National Western Life Group, Inc. Class A buyer in Q3 2020 was Wells Fargo, an estimated $2.69M added.
  • The largest National Western Life Group, Inc. Class A seller in Q3 2020 was Shufro Rose & Co, an estimated $4.22M sold.

Based on aggregated 13F filings for Q3 2020.