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NWLI

National Western Life Group, Inc. Class A

Delisted

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

112 hedge funds and large institutions have $714M invested in National Western Life Group, Inc. Class A in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 37 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 35

2% less funds holding

Funds holding: 114112 (-2)

6% less capital invested

Capital invested by funds: $759M → $714M (-$44.8M)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
112
Holders Change
-2
Holders Change %
-1.75%
% of All Funds
1.78%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
7
Increased
37
Reduced
35
Closed
8
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
$2.16M +$59.2K +227 +3%
Morgan Stanley
27
Morgan Stanley
New York
$2.16M +$570K +2,187 +33%
N
28
Nuveen
North Carolina
$1.57M -$175K -670 -9%
First Trust Advisors
29
First Trust Advisors
Illinois
$1.55M +$127K +488 +8%
LTAS
30
Linden Thomas Advisory Services
North Carolina
$1.47M +$106K +405 +7%
WAM
31
Westport Asset Management
Connecticut
$1.34M
Invesco
32
Invesco
Georgia
$1.28M -$246K -942 -15%
Swiss National Bank
33
Swiss National Bank
Switzerland
$1.27M -$156K -600 -10%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$970K +$40.7K +156 +4%
Millennium Management
35
Millennium Management
New York
$853K +$290K +1,114 +46%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$832K -$96.4K -370 -10%
WC
37
Westhampton Capital
North Carolina
$804K
JAM
38
Jupiter Asset Management
United Kingdom
$734K
California State Teachers Retirement System (CalSTRS)
39
California State Teachers Retirement System (CalSTRS)
California
$717K -$12.2K -47 -2%
CS
40
Credit Suisse
Switzerland
$677K +$95.4K +366 +15%
CSC
41
Caldwell Sutter Capital
California
$582K
Two Sigma Advisers
42
Two Sigma Advisers
New York
$582K
JP Morgan Chase
43
JP Morgan Chase
New York
$566K +$175K +673 +41%
Renaissance Technologies
44
Renaissance Technologies
New York
$510K
AllianceBernstein
45
AllianceBernstein
Tennessee
$485K -$26.1K -100 -5%
GPA
46
Garrison Point Advisors
California
$485K
T. Rowe Price Associates
47
T. Rowe Price Associates
Maryland
$478K +$7.3K +28 +1%
NYLIM
48
New York Life Investment Management
New York
$477K +$513K +1,968 New
ZCM
49
Ziegler Capital Management
Illinois
$468K +$4.69K +18 +0.9%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$458K -$495K -1,901 -50%

NWLI Hedge Fund Activity: Q1 2023 in Review

112 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q1 2023, worth a combined $714M — down 5.9% from $759M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of NWLI and 7 opened new positions — a net loss of 1 holder — while 35 trimmed existing stakes and 37 added.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $20.1M. The largest seller was Cooke & Bieler, cutting an estimated $883K.

  • 112 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q1 2023, down from 114 in Q4 2022.
  • Funds reported $714M of National Western Life Group, Inc. Class A stock for Q1 2023, down 5.9% quarter-over-quarter.
  • 7 funds opened new National Western Life Group, Inc. Class A positions in Q1 2023 and 8 closed out, a net change of -1 holder.
  • The largest National Western Life Group, Inc. Class A buyer in Q1 2023 was Envestnet Asset Management, an estimated $20.1M added.
  • The largest National Western Life Group, Inc. Class A seller in Q1 2023 was Cooke & Bieler, an estimated $883K sold.

Based on aggregated 13F filings for Q1 2023.