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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 $569M invested in National Western Life Group, Inc. Class A in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 42 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

2% more funds holding

Funds holding: 102104 (+2)

5% less capital invested

Capital invested by funds: $600M → $569M (-$30.8M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

26% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 42

Holders
104
Holders Change
+2
Holders Change %
+1.96%
% of All Funds
1.75%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
10
Increased
31
Reduced
42
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CM
26
CM Management
Florida
$1.62M
DA
27
Denali Advisors
California
$1.36M +$409 +2 +0%
Morgan Stanley
28
Morgan Stanley
New York
$1.27M +$646K +3,158 +102%
Assenagon Asset Management
29
Assenagon Asset Management
Luxembourg
$1.26M +$703K +3,434 +124%
Swiss National Bank
30
Swiss National Bank
Switzerland
$1.15M
Renaissance Technologies
31
Renaissance Technologies
New York
$1.11M +$266K +1,300 +31%
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$1.09M -$1.43K -7 -0.1%
Citadel Advisors
33
Citadel Advisors
Florida
$1.08M +$96.4K +471 +10%
SRC
34
Shufro Rose & Co
New York
$1.05M -$11.7K -57 -1%
Millennium Management
35
Millennium Management
New York
$876K +$493K +2,408 +126%
Invesco
36
Invesco
Georgia
$854K +$165K +807 +24%
AQR Capital Management
37
AQR Capital Management
Connecticut
$783K +$54K +264 +7%
ZCM
38
Zebra Capital Management
Connecticut
$753K -$21.3K -104 -3%
Two Sigma Investments
39
Two Sigma Investments
New York
$751K +$160K +780 +27%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$727K +$4.71K +23 +0.6%
Victory Capital Management
41
Victory Capital Management
Texas
$719K -$17K -83 -2%
WC
42
Westhampton Capital
North Carolina
$689K -$8.19K -40 -1%
First Trust Advisors
43
First Trust Advisors
Illinois
$686K -$19K -93 -3%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$680K -$29.7K -145 -4%
Two Sigma Advisers
45
Two Sigma Advisers
New York
$649K +$184K +900 +39%
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$612K -$26.6K -130 -4%
JAM
47
Jupiter Asset Management
United Kingdom
$594K -$9.62K -47 -2%
American Century Companies
48
American Century Companies
Missouri
$565K +$116K +566 +25%
T. Rowe Price Associates
49
T. Rowe Price Associates
Maryland
$539K -$3.68K -18 -0.7%
Marshall Wace
50
Marshall Wace
United Kingdom
$532K -$100K -491 -16%

NWLI Hedge Fund Activity: Q2 2022 in Review

104 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q2 2022, worth a combined $569M — down 5.1% from $600M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new NWLI positions and 6 closed out — a net gain of 4 holders — while 31 added to existing stakes and 42 trimmed.

The largest buyer was Brandes Investment Partners, adding an estimated $6.55M. The largest seller was BlackRock, cutting an estimated $1.93M.

  • 104 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q2 2022, up from 102 in Q1 2022.
  • Funds reported $569M of National Western Life Group, Inc. Class A stock for Q2 2022, down 5.1% quarter-over-quarter.
  • 10 funds opened new National Western Life Group, Inc. Class A positions in Q2 2022 and 6 closed out, a net change of +4 holders.
  • The largest National Western Life Group, Inc. Class A buyer in Q2 2022 was Brandes Investment Partners, an estimated $6.55M added.
  • The largest National Western Life Group, Inc. Class A seller in Q2 2022 was BlackRock, an estimated $1.93M sold.

Based on aggregated 13F filings for Q2 2022.