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NWLI

National Western Life Group, Inc. Class A

Delisted

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

116 hedge funds and large institutions have $1.31B invested in National Western Life Group, Inc. Class A in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 31 increasing their positions, 47 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $1.24B → $1.31B (+$73M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

1% less funds holding

Funds holding: 117116 (-1)

34% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 47

Holders
116
Holders Change
-1
Holders Change %
-0.85%
% of All Funds
1.84%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
11
Increased
31
Reduced
47
Closed
11
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
$3.74M +$16.7K +38 +0.4%
EF
27
Empowered Funds
Pennsylvania
$3.48M +$278K +632 +9%
N
28
Nuveen
North Carolina
$2.86M -$33.8K -77 -1%
Goldman Sachs
29
Goldman Sachs
New York
$2.8M +$331K +752 +13%
WAM
30
Westport Asset Management
Connecticut
$2.42M
Morgan Stanley
31
Morgan Stanley
New York
$2.33M -$257K -584 -10%
Citadel Advisors
32
Citadel Advisors
Florida
$2.33M +$2.34M +5,329 New
Swiss National Bank
33
Swiss National Bank
Switzerland
$2.17M -$132K -300 -6%
CS
34
Credit Suisse
Switzerland
$1.98M -$36.5K -83 -2%
Prudential Financial
35
Prudential Financial
New Jersey
$1.88M -$360K -820 -16%
SSA
36
Schonfeld Strategic Advisors
New York
$1.88M +$1.45M +3,300 +330%
QOP
37
Quinn Opportunity Partners
Virginia
$1.73M -$244K -555 -12%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$1.72M +$37.8K +86 +2%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$1.6M +$13.2K +30 +0.8%
JAM
40
Jupiter Asset Management
United Kingdom
$1.34M
JP Morgan Chase
41
JP Morgan Chase
New York
$1.13M -$71.6K -163 -6%
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$1.08M -$175K -398 -14%
APCM
43
Arbiter Partners Capital Management
New York
$1.05M -$593K -1,350 -36%
Renaissance Technologies
44
Renaissance Technologies
New York
$1.05M -$132K -300 -11%
CSC
45
Caldwell Sutter Capital
California
$1.05M
UBS AM
46
UBS AM
Illinois
$1.02M +$304K +691 +42%
WC
47
Westhampton Capital
North Carolina
$1.02M -$176K -400 -15%
Legal & General Group
48
Legal & General Group
United Kingdom
$898K +$105K +238 +13%
AllianceBernstein
49
AllianceBernstein
Tennessee
$875K
GPA
50
Garrison Point Advisors
California
$831K -$44K -100 -5%

NWLI Hedge Fund Activity: Q3 2023 in Review

116 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q3 2023, worth a combined $1.31B — up 5.9% from $1.24B a quarter earlier.

Fund positioning in NWLI was balanced in Q3 2023: 11 funds opened new positions, 11 closed out, 31 added to existing stakes and 47 trimmed.

The largest buyer was Continental General Insurance Company, adding an estimated $40.2M. The largest seller was Fidelity Investments, cutting an estimated $11.4M.

  • 116 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q3 2023, down from 117 in Q2 2023.
  • Funds reported $1.31B of National Western Life Group, Inc. Class A stock for Q3 2023, up 5.9% quarter-over-quarter.
  • 11 funds opened new National Western Life Group, Inc. Class A positions in Q3 2023 and 11 closed out, a net change of 0 holders.
  • The largest National Western Life Group, Inc. Class A buyer in Q3 2023 was Continental General Insurance Company, an estimated $40.2M added.
  • The largest National Western Life Group, Inc. Class A seller in Q3 2023 was Fidelity Investments, an estimated $11.4M sold.

Based on aggregated 13F filings for Q3 2023.