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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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153 hedge funds and large institutions have $1.53B invested in National Western Life Group, Inc. Class A in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 44 increasing their positions, 40 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more funds holding in top 10

Funds holding in top 10: 7 → 9 (+2)

10% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 40

3% more capital invested

Capital invested by funds: $1.48B → $1.53B (+$45.6M)

4% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 27

1% less funds holding

Funds holding: 155 → 153 (-2)

Holders
153
Holders Change
-2
Holders Change %
-1.29%
% of All Funds
2.21%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.13%
New
26
Increased
44
Reduced
40
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Tudor Investment Corp
Tudor Investment Corp
Connecticut
+$51.1M
2
GCL
Glazer Capital LLC
New York
+$18.5M
3
GF
Gabelli Funds
New York
+$11.9M
4
VAM
Vazirani Asset Management
New York
+$10.5M
5
GCIA
Gabelli & Co Investment Advisers
New York
+$9.89M

Top Sellers

Rank Fund Capital Flow
1
FTCM
First Trust Capital Management
Illinois
-$19.4M
2
MI
M3F Inc
Utah
-$15.7M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$15.5M
4
JP Morgan Chase
JP Morgan Chase
New York
-$14.1M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$12.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Millennium Management
26
Millennium Management
New York
$9M -$8.33M -16,975 -48%
Charles Schwab
27
Charles Schwab
California
$8.96M +$178K +363 +2%
AA
28
AQR Arbitrage
Connecticut
$8.57M +$212K +433 +3%
TC
29
Trium Capital
United Kingdom
$8.22M +$8.11M +16,539 New
FIA
30
FNY Investment Advisers
New York
$7.45M +$7.36M +15,000 New
Bank of New York Mellon
31
Bank of New York Mellon
New York
$6.47M +$316K +644 +5%
PP
32
Paloma Partners
Connecticut
$5.79M +$5.71M +11,646 New
N
33
Natixis
France
$5.61M +$2.83M +5,766 +104%
AAM
34
Alpine Associates Management
Florida
$5.54M – – –
FC
35
FCA Corp
Texas
$5.24M +$6.87K +14 +0.1%
GLAM
36
Gardner Lewis Asset Management
Pennsylvania
$5.16M +$5.1M +10,386 New
UBS AM
37
UBS AM
Illinois
$5.06M +$3.27M +6,673 +191%
Fidelity Investments
38
Fidelity Investments
Massachusetts
$4.98M +$257K +523 +6%
YCM
39
Yakira Capital Management
Connecticut
$4.46M – – –
State of Wisconsin Investment Board
40
State of Wisconsin Investment Board
Wisconsin
$4.46M +$6.87K +14 +0.2%
Ohio Public Employees Retirement System (OPERS)
41
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.17M – – –
Skandinaviska Enskilda Banken (SEB)
42
Skandinaviska Enskilda Banken (SEB)
Sweden
$4.16M +$438K +892 +12%
CCM
43
Crabel Capital Management
California
$4.14M – – –
American Century Companies
44
American Century Companies
Missouri
$3.93M -$68.7K -140 -2%
BIP
45
Brandes Investment Partners
California
$3.58M -$859K -1,751 -20%
Norges Bank
46
Norges Bank
Norway
$3.28M +$3.24M +6,600 New
WIC
47
Water Island Capital
New York
$3.22M +$2.65M +5,404 +503%
Ameriprise
48
Ameriprise
Minnesota
$2.77M -$599K -1,220 -18%
N
49
Nuveen
North Carolina
$2.54M +$141K +287 +6%
JP Morgan Chase
50
JP Morgan Chase
New York
$2.53M -$14.1M -28,680 -85%
1
2
3 4 5

NWLI Hedge Fund Activity: Q2 2024 in Review

153 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q2 2024, worth a combined $1.53B — up 3.1% from $1.48B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of NWLI and 26 opened new positions — a net loss of 1 holder — while 40 trimmed existing stakes and 44 added.

The largest buyer was Tudor Investment Corp, adding an estimated $51.1M. The largest seller was First Trust Capital Management, cutting an estimated $19.4M.

  • 153 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q2 2024, down from 155 in Q1 2024.
  • Funds reported $1.53B of National Western Life Group, Inc. Class A stock for Q2 2024, up 3.1% quarter-over-quarter.
  • 26 funds opened new National Western Life Group, Inc. Class A positions in Q2 2024 and 27 closed out, a net change of -1 holder.
  • The largest National Western Life Group, Inc. Class A buyer in Q2 2024 was Tudor Investment Corp, an estimated $51.1M added.
  • The largest National Western Life Group, Inc. Class A seller in Q2 2024 was First Trust Capital Management, an estimated $19.4M sold.

Based on aggregated 13F filings for Q2 2024.