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NWLI

National Western Life Group, Inc. Class A

Delisted

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

114 hedge funds and large institutions have $759M invested in National Western Life Group, Inc. Class A in 2022 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 30 increasing their positions, 38 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 7

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

58% more capital invested

Capital invested by funds: $479M → $759M (+$280M)

16% more funds holding

Funds holding: 98114 (+16)

21% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 38

Holders
114
Holders Change
+16
Holders Change %
+16.33%
% of All Funds
1.83%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
24
Increased
30
Reduced
38
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
N
26
Nuveen
North Carolina
$2.01M -$272K -1,277 -15%
Morgan Stanley
27
Morgan Stanley
New York
$1.88M -$54.6K -256 -4%
Invesco
28
Invesco
Georgia
$1.75M +$539K +2,528 +68%
First Trust Advisors
29
First Trust Advisors
Illinois
$1.66M -$87.6K -411 -6%
Swiss National Bank
30
Swiss National Bank
Switzerland
$1.64M +$42.7K +200 +4%
LTAS
31
Linden Thomas Advisory Services
North Carolina
$1.59M +$1.2M +5,644 New
WAM
32
Westport Asset Management
Connecticut
$1.56M -$960K -4,500 -45%
DA
33
Denali Advisors
California
$1.12M -$577K -2,707 -40%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$1.08M +$14.3K +67 +2%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$1.07M +$49K +230 +6%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$1.06M -$341K -1,600 -30%
WC
37
Westhampton Capital
North Carolina
$932K -$17.7K -83 -2%
JAM
38
Jupiter Asset Management
United Kingdom
$854K +$25K +117 +4%
California State Teachers Retirement System (CalSTRS)
39
California State Teachers Retirement System (CalSTRS)
California
$844K +$8.32K +39 +1%
AQR Capital Management
40
AQR Capital Management
Connecticut
$811K -$10.4K -49 -2%
Mackenzie Financial
41
Mackenzie Financial
Ontario, Canada
$758K +$32K +150 +6%
CS
42
Credit Suisse
Switzerland
$682K +$58K +272 +13%
Millennium Management
43
Millennium Management
New York
$675K -$328K -1,539 -39%
Two Sigma Advisers
44
Two Sigma Advisers
New York
$674K -$64K -300 -11%
CSC
45
Caldwell Sutter Capital
California
$674K +$512K +2,400 New
AllianceBernstein
46
AllianceBernstein
Tennessee
$590K +$64K +300 +17%
Renaissance Technologies
47
Renaissance Technologies
New York
$590K -$405K -1,900 -48%
GPA
48
Garrison Point Advisors
California
$562K
ZCM
49
Zebra Capital Management
Connecticut
$554K -$117K -547 -22%
T. Rowe Price Associates
50
T. Rowe Price Associates
Maryland
$545K -$225K -1,053 -35%

NWLI Hedge Fund Activity: Q4 2022 in Review

114 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q4 2022, worth a combined $759M — up 58% from $479M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new NWLI positions and 7 closed out — a net gain of 17 holders — while 30 added to existing stakes and 38 trimmed.

The largest buyer was BlackRock, adding an estimated $926K. The largest seller was Cooke & Bieler, cutting an estimated $8.34M.

  • 114 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q4 2022, up from 98 in Q3 2022.
  • Funds reported $759M of National Western Life Group, Inc. Class A stock for Q4 2022, up 58% quarter-over-quarter.
  • 24 funds opened new National Western Life Group, Inc. Class A positions in Q4 2022 and 7 closed out, a net change of +17 holders.
  • The largest National Western Life Group, Inc. Class A buyer in Q4 2022 was BlackRock, an estimated $926K added.
  • The largest National Western Life Group, Inc. Class A seller in Q4 2022 was Cooke & Bieler, an estimated $8.34M sold.

Based on aggregated 13F filings for Q4 2022.