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NWLI

National Western Life Group, Inc. Class A
NWLI

Delisted

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

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97 hedge funds and large institutions have $606M invested in National Western Life Group, Inc. Class A in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 29 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

9% more funds holding

Funds holding: 89 → 97 (+8)

3% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 30

8% less capital invested

Capital invested by funds: $656M → $606M (-$49.6M)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
97
Holders Change
+8
Holders Change %
+8.99%
% of All Funds
1.7%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
16
Increased
29
Reduced
30
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BIP
Brandes Investment Partners
California
+$4.36M
2
Ameriprise
Ameriprise
Minnesota
+$2.69M
3
HF
HRT Financial
New York
+$2.62M
4
MI
M3F Inc
Utah
+$1.89M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.84M

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$18.9M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$5.19M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$2.46M
4
CB
Cooke & Bieler
Pennsylvania
-$1.45M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$788K
Name Holding Trade Value Shares
Change 		Change in
Stake
Arrowstreet Capital
26
Arrowstreet Capital
Massachusetts
$2.14M -$359K -1,655 -14%
WAM
27
Westport Asset Management
Connecticut
$2.12M – – –
N
28
Nuveen
North Carolina
$2.09M -$232K -1,070 -10%
MI
29
M3F Inc
Utah
$1.83M +$1.89M +8,687 New
Bank of America
30
Bank of America
North Carolina
$1.62M +$133K +612 +9%
ARM
31
Adirondack Research & Management
New York
$1.54M -$124K -570 -7%
CM
32
CM Management
Florida
$1.47M +$217K +1,000 +17%
New York State Common Retirement Fund
33
New York State Common Retirement Fund
New York
$1.47M – – –
ACM
34
Axar Capital Management
New York
$1.39M – – –
Renaissance Technologies
35
Renaissance Technologies
New York
$1.16M +$1.19M +5,500 New
Deutsche Bank
36
Deutsche Bank
Germany
$1.14M -$10.9K -50 -0.9%
Swiss National Bank
37
Swiss National Bank
Switzerland
$1.13M – – –
Millennium Management
38
Millennium Management
New York
$1.1M +$1.13M +5,213 New
Invesco
39
Invesco
Georgia
$905K +$62.5K +288 +7%
ZCM
40
Zebra Capital Management
Connecticut
$875K -$96.4K -444 -10%
E
41
Ergoteles
New York
$874K +$901K +4,152 New
Victory Capital Management
42
Victory Capital Management
Texas
$826K -$254K -1,169 -23%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$826K +$25.8K +119 +3%
Marshall Wace
44
Marshall Wace
United Kingdom
$820K +$845K +3,894 New
Morgan Stanley
45
Morgan Stanley
New York
$813K +$46.2K +213 +6%
AQR Capital Management
46
AQR Capital Management
Connecticut
$803K -$784K -3,611 -49%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$792K +$186K +855 +29%
SRC
48
Shufro Rose & Co
New York
$741K -$282K -1,300 -27%
ZCM
49
Ziegler Capital Management
Illinois
$737K +$57.7K +266 +8%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$724K -$19.3K -89 -3%
1
2
3 4 5

NWLI Hedge Fund Activity: Q3 2021 in Review

97 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q3 2021, worth a combined $606M — down 7.6% from $656M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new NWLI positions and 7 closed out — a net gain of 9 holders — while 29 added to existing stakes and 30 trimmed.

The largest buyer was Brandes Investment Partners, adding an estimated $4.36M. The largest seller was Vanguard Group, cutting an estimated $18.9M.

  • 97 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q3 2021, up from 89 in Q2 2021.
  • Funds reported $606M of National Western Life Group, Inc. Class A stock for Q3 2021, down 7.6% quarter-over-quarter.
  • 16 funds opened new National Western Life Group, Inc. Class A positions in Q3 2021 and 7 closed out, a net change of +9 holders.
  • The largest National Western Life Group, Inc. Class A buyer in Q3 2021 was Brandes Investment Partners, an estimated $4.36M added.
  • The largest National Western Life Group, Inc. Class A seller in Q3 2021 was Vanguard Group, an estimated $18.9M sold.

Based on aggregated 13F filings for Q3 2021.