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NWLI

National Western Life Group, Inc. Class A

Delisted

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

104 hedge funds and large institutions have $610M invested in National Western Life Group, Inc. Class A in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 41 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

7% more funds holding

Funds holding: 97104 (+7)

1% more capital invested

Capital invested by funds: $606M → $610M (+$3.94M)

29% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 41

Holders
104
Holders Change
+7
Holders Change %
+7.22%
% of All Funds
1.6%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
12
Increased
29
Reduced
41
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DA
26
Denali Advisors
California
$1.87M -$370K -1,700 -16%
Bank of America
27
Bank of America
North Carolina
$1.84M +$192K +883 +11%
CM
28
CM Management
Florida
$1.72M +$218K +1,000 +14%
HF
29
HRT Financial
New York
$1.7M -$906K -4,164 -34%
ACM
30
Axar Capital Management
New York
$1.42M
Citadel Advisors
31
Citadel Advisors
Florida
$1.36M -$1.74M -7,980 -56%
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$1.31M -$196K -899 -13%
Renaissance Technologies
33
Renaissance Technologies
New York
$1.16M -$21.8K -100 -2%
Swiss National Bank
34
Swiss National Bank
Switzerland
$1.15M
Invesco
35
Invesco
Georgia
$883K -$39.4K -181 -4%
AQR Capital Management
36
AQR Capital Management
Connecticut
$871K +$53.7K +247 +6%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$834K -$7.62K -35 -0.9%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$830K +$24.4K +112 +3%
JP Morgan Chase
39
JP Morgan Chase
New York
$805K +$578K +2,658 +242%
Marshall Wace
40
Marshall Wace
United Kingdom
$795K -$40.9K -188 -5%
First Trust Advisors
41
First Trust Advisors
Illinois
$789K +$99K +455 +14%
Victory Capital Management
42
Victory Capital Management
Texas
$756K -$86.6K -398 -10%
SRC
43
Shufro Rose & Co
New York
$755K
WC
44
Westhampton Capital
North Carolina
$740K +$34.4K +158 +5%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$730K -$6.96K -32 -0.9%
Morgan Stanley
46
Morgan Stanley
New York
$693K -$138K -633 -16%
ZCM
47
Zebra Capital Management
Connecticut
$680K -$215K -986 -24%
Barclays
48
Barclays
United Kingdom
$668K +$408K +1,874 +151%
JAM
49
Jupiter Asset Management
United Kingdom
$637K
GCP
50
GSA Capital Partners
United Kingdom
$625K +$288K +1,325 +83%

NWLI Hedge Fund Activity: Q4 2021 in Review

104 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q4 2021, worth a combined $610M — up 0.65% from $606M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new NWLI positions and 4 closed out — a net gain of 8 holders — while 29 added to existing stakes and 41 trimmed.

The largest buyer was Vanguard Group, adding an estimated $794K. The largest seller was Wells Fargo, cutting an estimated $18.7M.

  • 104 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q4 2021, up from 97 in Q3 2021.
  • Funds reported $610M of National Western Life Group, Inc. Class A stock for Q4 2021, up 0.65% quarter-over-quarter.
  • 12 funds opened new National Western Life Group, Inc. Class A positions in Q4 2021 and 4 closed out, a net change of +8 holders.
  • The largest National Western Life Group, Inc. Class A buyer in Q4 2021 was Vanguard Group, an estimated $794K added.
  • The largest National Western Life Group, Inc. Class A seller in Q4 2021 was Wells Fargo, an estimated $18.7M sold.

Based on aggregated 13F filings for Q4 2021.