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NWLI

National Western Life Group, Inc. Class A

Delisted

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

152 hedge funds and large institutions have $1.45B invested in National Western Life Group, Inc. Class A in 2023 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 40 increasing their positions, 36 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 20

31% more funds holding

Funds holding: 116152 (+36)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

11% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 36

11% more capital invested

Capital invested by funds: $1.31B → $1.45B (+$139M)

Holders
152
Holders Change
+36
Holders Change %
+31.03%
% of All Funds
2.22%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
56
Increased
40
Reduced
36
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WCMNY
26
Westchester Capital Management (New York)
New York
$7.64M +$7.52M +15,807 New
BCM
27
Bridgeway Capital Management
Texas
$7.38M -$1.65M -3,458 -18%
American Century Companies
28
American Century Companies
Missouri
$7.29M +$5.23K +11 +0.1%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$6.83M -$1.06M -2,237 -14%
Renaissance Technologies
30
Renaissance Technologies
New York
$6.52M +$5.28M +11,100 +463%
CS
31
Credit Suisse
Switzerland
$5.95M +$3.71M +7,803 +173%
FC
32
FCA Corp
Texas
$5.08M -$17.1K -36 -0.3%
Bank of America
33
Bank of America
North Carolina
$5.07M +$918K +1,930 +23%
TMAM
34
Tokio Marine Asset Management
Japan
$4.98M +$4.9M +10,300 New
Fidelity Investments
35
Fidelity Investments
Massachusetts
$4.6M -$54.6M -114,839 -92%
State of Wisconsin Investment Board
36
State of Wisconsin Investment Board
Wisconsin
$4.34M +$3.72M +7,825 +669%
Ohio Public Employees Retirement System (OPERS)
37
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.06M +$4M +8,400 New
CCM
38
Crabel Capital Management
California
$4.03M +$3.96M +8,333 New
BIP
39
Brandes Investment Partners
California
$3.94M -$29.4M -61,766 -88%
YCM
40
Yakira Capital Management
Connecticut
$3.86M +$3.81M +8,001 New
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$3.62M +$3.56M +7,476 New
Skandinaviska Enskilda Banken (SEB)
42
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.44M +$3.39M +7,131 New
Ameriprise
43
Ameriprise
Minnesota
$3.29M -$20.6M -43,250 -86%
N
44
Nuveen
North Carolina
$3.18M +$29K +61 +0.9%
Invesco
45
Invesco
Georgia
$3.09M -$2.75M -5,774 -47%
EF
46
Empowered Funds
Pennsylvania
$2.89M -$931K -1,958 -25%
JP Morgan Chase
47
JP Morgan Chase
New York
$2.84M +$1.57M +3,309 +129%
Barclays
48
Barclays
United Kingdom
$2.43M +$2.01M +4,222 +523%
MCM
49
Moore Capital Management
New York
$2.42M +$2.38M +5,000 New
NYLIM
50
New York Life Investment Management
New York
$2.37M +$1.64M +3,438 +235%

NWLI Hedge Fund Activity: Q4 2023 in Review

152 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q4 2023, worth a combined $1.45B — up 11% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new NWLI positions and 20 closed out — a net gain of 36 holders — while 40 added to existing stakes and 36 trimmed.

The largest buyer was Glazer Capital LLC, opening a new position worth an estimated $44.1M. The largest seller was Continental General Insurance Company, exiting entirely with an estimated $129M sold.

  • 152 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q4 2023, up from 116 in Q3 2023.
  • Funds reported $1.45B of National Western Life Group, Inc. Class A stock for Q4 2023, up 11% quarter-over-quarter.
  • 56 funds opened new National Western Life Group, Inc. Class A positions in Q4 2023 and 20 closed out, a net change of +36 holders.
  • The largest National Western Life Group, Inc. Class A buyer in Q4 2023 was Glazer Capital LLC, an estimated $44.1M added.
  • The largest National Western Life Group, Inc. Class A seller in Q4 2023 was Continental General Insurance Company, an estimated $129M sold.

Based on aggregated 13F filings for Q4 2023.