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NWLI

National Western Life Group, Inc. Class A

Delisted

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

102 hedge funds and large institutions have $600M invested in National Western Life Group, Inc. Class A in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 41 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

2% less capital invested

Capital invested by funds: $610M → $600M (-$10.2M)

2% less funds holding

Funds holding: 104102 (-2)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

32% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 41

Holders
102
Holders Change
-2
Holders Change %
-1.92%
% of All Funds
1.61%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
8
Increased
28
Reduced
41
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$1.82M +$12.4K +58 +0.7%
CM
27
CM Management
Florida
$1.68M
DA
28
Denali Advisors
California
$1.41M -$426K -1,995 -23%
ACM
29
Axar Capital Management
New York
$1.39M
Swiss National Bank
30
Swiss National Bank
Switzerland
$1.19M +$64K +300 +6%
New York State Common Retirement Fund
31
New York State Common Retirement Fund
New York
$1.14M -$149K -698 -11%
SRC
32
Shufro Rose & Co
New York
$1.1M +$367K +1,717 +49%
Citadel Advisors
33
Citadel Advisors
Florida
$1.02M -$317K -1,485 -23%
Renaissance Technologies
34
Renaissance Technologies
New York
$884K -$256K -1,200 -22%
ZCM
35
Zebra Capital Management
Connecticut
$803K +$138K +646 +20%
AQR Capital Management
36
AQR Capital Management
Connecticut
$757K -$98.2K -460 -11%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$750K -$68.5K -321 -8%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$736K -$79K -370 -10%
First Trust Advisors
39
First Trust Advisors
Illinois
$732K -$43.1K -202 -5%
WC
40
Westhampton Capital
North Carolina
$723K -$3.2K -15 -0.4%
Victory Capital Management
41
Victory Capital Management
Texas
$721K +$22K +103 +3%
Invesco
42
Invesco
Georgia
$716K -$152K -714 -17%
California State Teachers Retirement System (CalSTRS)
43
California State Teachers Retirement System (CalSTRS)
California
$663K -$54.4K -255 -7%
Marshall Wace
44
Marshall Wace
United Kingdom
$656K -$126K -588 -16%
Morgan Stanley
45
Morgan Stanley
New York
$652K -$26.9K -126 -4%
JAM
46
Jupiter Asset Management
United Kingdom
$628K
Two Sigma Investments
47
Two Sigma Investments
New York
$616K +$412K +1,932 +194%
GCP
48
GSA Capital Partners
United Kingdom
$591K -$23.1K -108 -4%
Assenagon Asset Management
49
Assenagon Asset Management
Luxembourg
$582K +$590K +2,765 New
T. Rowe Price Associates
50
T. Rowe Price Associates
Maryland
$563K +$205K +960 +56%

NWLI Hedge Fund Activity: Q1 2022 in Review

102 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q1 2022, worth a combined $600M — down 1.7% from $610M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of NWLI and 8 opened new positions — a net loss of 2 holders — while 41 trimmed existing stakes and 28 added.

The largest buyer was M3F Inc, opening a new position worth an estimated $6.63M. The largest seller was HRT Financial, cutting an estimated $1.41M.

  • 102 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q1 2022, down from 104 in Q4 2021.
  • Funds reported $600M of National Western Life Group, Inc. Class A stock for Q1 2022, down 1.7% quarter-over-quarter.
  • 8 funds opened new National Western Life Group, Inc. Class A positions in Q1 2022 and 10 closed out, a net change of -2 holders.
  • The largest National Western Life Group, Inc. Class A buyer in Q1 2022 was M3F Inc, an estimated $6.63M added.
  • The largest National Western Life Group, Inc. Class A seller in Q1 2022 was HRT Financial, an estimated $1.41M sold.

Based on aggregated 13F filings for Q1 2022.