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NWLI

National Western Life Group, Inc. Class A

Delisted

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

94 hedge funds and large institutions have $736M invested in National Western Life Group, Inc. Class A in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 27 increasing their positions, 38 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

23% more capital invested

Capital invested by funds: $599M → $736M (+$136M)

2% less funds holding

Funds holding: 9694 (-2)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

29% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 38

Holders
94
Holders Change
-2
Holders Change %
-2.08%
% of All Funds
1.65%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
6
Increased
27
Reduced
38
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
26
Westport Asset Management
Connecticut
$2.5M
Bank of America
27
Bank of America
North Carolina
$2.21M +$728K +3,391 +62%
ARM
28
Adirondack Research & Management
New York
$2.04M
AQR Capital Management
29
AQR Capital Management
Connecticut
$2.02M -$445K -2,074 -20%
New York State Common Retirement Fund
30
New York State Common Retirement Fund
New York
$1.74M
CM
31
CM Management
Florida
$1.49M +$858K +4,000 +200%
JP Morgan Chase
32
JP Morgan Chase
New York
$1.42M -$32.8K -153 -3%
Citadel Advisors
33
Citadel Advisors
Florida
$1.4M -$801K -3,732 -40%
Deutsche Bank
34
Deutsche Bank
Germany
$1.39M -$1.19M -5,567 -50%
Victory Capital Management
35
Victory Capital Management
Texas
$1.39M +$209K +974 +21%
Schroder Investment Management Group
36
Schroder Investment Management Group
United Kingdom
$1.38M -$42.9K -200 -3%
Swiss National Bank
37
Swiss National Bank
Switzerland
$1.36M
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$1.27M -$212K -990 -16%
SRC
39
Shufro Rose & Co
New York
$1.26M -$15.9K -74 -1%
ZCM
40
Zebra Capital Management
Connecticut
$1.17M +$1.01M +4,712 New
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$1.07M -$42.5K -198 -4%
Barclays
42
Barclays
United Kingdom
$1.07M +$245K +1,144 +36%
California State Teachers Retirement System (CalSTRS)
43
California State Teachers Retirement System (CalSTRS)
California
$964K
Invesco
44
Invesco
Georgia
$921K -$78.5K -366 -9%
Thrivent Financial for Lutherans
45
Thrivent Financial for Lutherans
Minnesota
$904K +$353K +1,647 +83%
ZCM
46
Ziegler Capital Management
Illinois
$833K -$19.1K -89 -3%
Los Angeles Capital Management
47
Los Angeles Capital Management
California
$831K -$11.4K -53 -2%
MAM
48
Martingale Asset Management
Massachusetts
$773K
JAM
49
Jupiter Asset Management
United Kingdom
$733K
Morgan Stanley
50
Morgan Stanley
New York
$711K -$682K -3,179 -53%

NWLI Hedge Fund Activity: Q1 2021 in Review

94 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q1 2021, worth a combined $736M — up 23% from $599M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of NWLI and 6 opened new positions — a net loss of 1 holder — while 38 trimmed existing stakes and 27 added.

The largest buyer was Brandes Investment Partners, adding an estimated $5.02M. The largest seller was Tweedy, Browne Co, cutting an estimated $3.82M.

  • 94 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q1 2021, down from 96 in Q4 2020.
  • Funds reported $736M of National Western Life Group, Inc. Class A stock for Q1 2021, up 23% quarter-over-quarter.
  • 6 funds opened new National Western Life Group, Inc. Class A positions in Q1 2021 and 7 closed out, a net change of -1 holder.
  • The largest National Western Life Group, Inc. Class A buyer in Q1 2021 was Brandes Investment Partners, an estimated $5.02M added.
  • The largest National Western Life Group, Inc. Class A seller in Q1 2021 was Tweedy, Browne Co, an estimated $3.82M sold.

Based on aggregated 13F filings for Q1 2021.