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NWLI

National Western Life Group, Inc. Class A

Delisted

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

96 hedge funds and large institutions have $599M invested in National Western Life Group, Inc. Class A in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $528M → $599M (+$71M)

7% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 30

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less funds holding

Funds holding: 9896 (-2)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

Holders
96
Holders Change
-2
Holders Change %
-2.04%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
32
Reduced
30
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FC
26
FCA Corp
Texas
$2.2M +$16.3K +84 +0.8%
AQR Capital Management
27
AQR Capital Management
Connecticut
$2.1M -$139K -716 -7%
WAM
28
Westport Asset Management
Connecticut
$2.07M -$293K -1,512 -13%
Citadel Advisors
29
Citadel Advisors
Florida
$1.93M +$886K +4,565 +95%
ARM
30
Adirondack Research & Management
New York
$1.69M -$270K -1,389 -14%
Millennium Management
31
Millennium Management
New York
$1.65M +$450K +2,321 +41%
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$1.44M -$5.82K -30 -0.4%
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$1.25M -$33.6K -173 -3%
Morgan Stanley
34
Morgan Stanley
New York
$1.25M +$426K +2,195 +57%
JP Morgan Chase
35
JP Morgan Chase
New York
$1.21M +$552K +2,842 +95%
Schroder Investment Management Group
36
Schroder Investment Management Group
United Kingdom
$1.18M -$196K -1,009 -15%
Bank of America
37
Bank of America
North Carolina
$1.13M +$113K +580 +12%
Swiss National Bank
38
Swiss National Bank
Switzerland
$1.13M
SRC
39
Shufro Rose & Co
New York
$1.06M -$4.94M -25,472 -83%
Renaissance Technologies
40
Renaissance Technologies
New York
$995K -$1.15M -5,924 -55%
Victory Capital Management
41
Victory Capital Management
Texas
$947K +$122K +627 +16%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$927K +$105K +541 +14%
Invesco
43
Invesco
Georgia
$839K +$56.7K +292 +8%
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$799K
AG
45
Aperio Group
California
$754K -$292K -1,503 -29%
ZCM
46
Ziegler Capital Management
Illinois
$709K -$86.8K -447 -12%
MSL
47
Mackay Shields LLC
New York
$702K +$155K +800 +31%
Los Angeles Capital Management
48
Los Angeles Capital Management
California
$700K
Barclays
49
Barclays
United Kingdom
$648K +$170K +877 +39%
MAM
50
Martingale Asset Management
Massachusetts
$641K -$233K -1,200 -28%

NWLI Hedge Fund Activity: Q4 2020 in Review

96 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q4 2020, worth a combined $599M — up 13% from $528M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of NWLI and 8 opened new positions — a net loss of 2 holders — while 30 trimmed existing stakes and 32 added.

The largest buyer was Brandes Investment Partners, adding an estimated $3.33M. The largest seller was Shufro Rose & Co, cutting an estimated $4.94M.

  • 96 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q4 2020, down from 98 in Q3 2020.
  • Funds reported $599M of National Western Life Group, Inc. Class A stock for Q4 2020, up 13% quarter-over-quarter.
  • 8 funds opened new National Western Life Group, Inc. Class A positions in Q4 2020 and 10 closed out, a net change of -2 holders.
  • The largest National Western Life Group, Inc. Class A buyer in Q4 2020 was Brandes Investment Partners, an estimated $3.33M added.
  • The largest National Western Life Group, Inc. Class A seller in Q4 2020 was Shufro Rose & Co, an estimated $4.94M sold.

Based on aggregated 13F filings for Q4 2020.