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NWLI

National Western Life Group, Inc. Class A

Delisted

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

107 hedge funds and large institutions have $926M invested in National Western Life Group, Inc. Class A in 2018 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 37 increasing their positions, 33 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 33

4% more capital invested

Capital invested by funds: $890M → $926M (+$35.6M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less funds holding

Funds holding: 110107 (-3)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
107
Holders Change
-3
Holders Change %
-2.73%
% of All Funds
2.45%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
2
Increased
37
Reduced
33
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
51
Neuberger Berman Group
New York
$1.02M
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$913K +$43.4K +135 +5%
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$894K
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$830K
SO
55
STRS Ohio
Ohio
$798K
GC
56
Gratus Capital
Georgia
$690K
CS
57
Credit Suisse
Switzerland
$645K -$212K -659 -25%
T. Rowe Price Associates
58
T. Rowe Price Associates
Maryland
$640K +$7.71K +24 +1%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$617K
Citadel Advisors
60
Citadel Advisors
Florida
$613K -$182K -567 -23%
BIP
61
Brandes Investment Partners
California
$609K -$30.2K -94 -5%
Bessemer Group
62
Bessemer Group
New Jersey
$575K
WS
63
Wedbush Securities
California
$546K
DIM
64
DC Investments Management
Virginia
$532K -$6.43K -20 -1%
Manulife (Manufacturers Life Insurance)
65
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$504K -$72.3K -225 -12%
SRAM
66
Stone Ridge Asset Management
New York
$501K -$161K -500 -24%
ACI
67
AMP Capital Investors
Australia
$488K -$321K -1,000 -40%
AIG
68
American International Group
New York
$483K +$9K +28 +2%
RC
69
RBF Capital
California
$479K
UBS Group
70
UBS Group
Switzerland
$470K +$84.5K +263 +22%
Janney Montgomery Scott
71
Janney Montgomery Scott
Pennsylvania
$443K -$5.79K -18 -1%
Bank of America
72
Bank of America
North Carolina
$439K +$55.9K +174 +14%
USAA
73
United Services Automobile Association
Texas
$404K +$45.3K +141 +13%
VOYA Investment Management
74
VOYA Investment Management
Georgia
$379K
Millennium Management
75
Millennium Management
New York
$370K +$110K +341 +42%

NWLI Hedge Fund Activity: Q3 2018 in Review

107 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q3 2018, worth a combined $926M — up 4% from $890M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of NWLI and 2 opened new positions — a net loss of 3 holders — while 33 trimmed existing stakes and 37 added.

The largest buyer was Dimensional Fund Advisors, adding an estimated $3.33M. The largest seller was Schroder Investment Management Group, cutting an estimated $6.1M.

  • 107 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q3 2018, down from 110 in Q2 2018.
  • Funds reported $926M of National Western Life Group, Inc. Class A stock for Q3 2018, up 4% quarter-over-quarter.
  • 2 funds opened new National Western Life Group, Inc. Class A positions in Q3 2018 and 5 closed out, a net change of -3 holders.
  • The largest National Western Life Group, Inc. Class A buyer in Q3 2018 was Dimensional Fund Advisors, an estimated $3.33M added.
  • The largest National Western Life Group, Inc. Class A seller in Q3 2018 was Schroder Investment Management Group, an estimated $6.1M sold.

Based on aggregated 13F filings for Q3 2018.