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NWLI

National Western Life Group, Inc. Class A
NWLI

Delisted

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

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155 hedge funds and large institutions have $1.48B invested in National Western Life Group, Inc. Class A in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 53 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 15

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

2% more funds holding

Funds holding: 152 → 155 (+3)

2% more capital invested

Capital invested by funds: $1.45B → $1.48B (+$29.8M)

17% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 53

Holders
155
Holders Change
+3
Holders Change %
+1.97%
% of All Funds
2.23%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
18
Increased
44
Reduced
53
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$13.5M
2
GCL
Glazer Capital LLC
New York
+$13.3M
3
WCMNY
Westchester Capital Management (New York)
New York
+$11.6M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$9.01M
5
Millennium Management
Millennium Management
New York
+$8.82M

Top Sellers

Rank Fund Capital Flow
1
Allspring Global Investments
Allspring Global Investments
North Carolina
-$42.9M
2
Morgan Stanley
Morgan Stanley
New York
-$23.4M
3
MI
M3F Inc
Utah
-$14M
4
MNBTD
Moody National Bank Trust Division
Texas
-$9.7M
5
BCM
Bridgeway Capital Management
Texas
-$5.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
26
Charles Schwab
California
$8.69M +$117K +242 +1%
AA
27
AQR Arbitrage
Connecticut
$8.27M – – –
Renaissance Technologies
28
Renaissance Technologies
New York
$7.96M +$1.3M +2,682 +20%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$7.2M +$3.47M +7,164 +96%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$6.09M -$854K -1,760 -12%
AAM
31
Alpine Associates Management
Florida
$5.48M +$5.41M +11,148 New
GF
32
Gabelli Funds
New York
$5.39M +$4.34M +8,956 +448%
FC
33
FCA Corp
Texas
$5.18M +$4.85K +10 +0.1%
Fidelity Investments
34
Fidelity Investments
Massachusetts
$4.68M -$9.21K -19 -0.2%
CM
35
Capula Management
Cayman Islands
$4.64M +$4.57M +9,424 New
LP
36
LMR Partners
United Kingdom
$4.53M +$4.47M +9,213 New
YCM
37
Yakira Capital Management
Connecticut
$4.42M +$475K +979 +12%
State of Wisconsin Investment Board
38
State of Wisconsin Investment Board
Wisconsin
$4.41M -$16K -33 -0.4%
BIP
39
Brandes Investment Partners
California
$4.41M +$387K +797 +10%
CS
40
Credit Suisse
Switzerland
$4.38M -$1.66M -3,416 -28%
Ohio Public Employees Retirement System (OPERS)
41
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.13M – – –
CCM
42
Crabel Capital Management
California
$4.1M – – –
American Century Companies
43
American Century Companies
Missouri
$3.96M -$3.41M -7,040 -47%
Skandinaviska Enskilda Banken (SEB)
44
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.67M +$164K +339 +5%
Ameriprise
45
Ameriprise
Minnesota
$3.35M – – –
PAMP
46
Polar Asset Management Partners
Ontario, Canada
$2.95M +$2.91M +6,000 New
Tudor Investment Corp
47
Tudor Investment Corp
Connecticut
$2.77M +$548K +1,129 +25%
N
48
Natixis
France
$2.72M +$2.68M +5,520 New
Verition Fund Management
49
Verition Fund Management
Connecticut
$2.71M +$630K +1,300 +31%
Invesco
50
Invesco
Georgia
$2.51M -$633K -1,305 -20%
1
2
3 4 5

NWLI Hedge Fund Activity: Q1 2024 in Review

155 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q1 2024, worth a combined $1.48B — up 2.1% from $1.45B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new NWLI positions and 15 closed out — a net gain of 3 holders — while 44 added to existing stakes and 53 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $13.5M. The largest seller was Allspring Global Investments, exiting entirely with an estimated $42.9M sold.

  • 155 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q1 2024, up from 152 in Q4 2023.
  • Funds reported $1.48B of National Western Life Group, Inc. Class A stock for Q1 2024, up 2.1% quarter-over-quarter.
  • 18 funds opened new National Western Life Group, Inc. Class A positions in Q1 2024 and 15 closed out, a net change of +3 holders.
  • The largest National Western Life Group, Inc. Class A buyer in Q1 2024 was JP Morgan Chase, an estimated $13.5M added.
  • The largest National Western Life Group, Inc. Class A seller in Q1 2024 was Allspring Global Investments, an estimated $42.9M sold.

Based on aggregated 13F filings for Q1 2024.