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NWLI

National Western Life Group, Inc. Class A

Delisted

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

110 hedge funds and large institutions have $744M invested in National Western Life Group, Inc. Class A in 2019 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 40 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 30

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

0% more funds holding

Funds holding: 110110 (0)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2% less capital invested

Capital invested by funds: $758M → $744M (-$13.4M)

Holders
110
Holders Change
Holders Change %
0%
% of All Funds
2.39%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
9
Increased
40
Reduced
30
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ZCM
51
Zebra Capital Management
Connecticut
$749K +$557K +2,093 +255%
Mackenzie Financial
52
Mackenzie Financial
Ontario, Canada
$743K +$106K +400 +16%
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$694K +$106K +400 +17%
DA
54
Denali Advisors
California
$694K +$502K +1,888 +232%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$679K -$4.79K -18 -0.7%
Barrow, Hanley, Mewhinney & Strauss
56
Barrow, Hanley, Mewhinney & Strauss
Texas
$668K -$26.3K -99 -4%
Assenagon Asset Management
57
Assenagon Asset Management
Luxembourg
$644K +$666K +2,505 New
Bank of America
58
Bank of America
North Carolina
$606K +$208K +781 +50%
WG
59
Winton Group
United Kingdom
$590K +$611K +2,297 New
SEI Investments
60
SEI Investments
Pennsylvania
$557K +$85.1K +320 +17%
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$543K +$51.3K +193 +10%
CS
62
Credit Suisse
Switzerland
$537K +$27.1K +102 +5%
Deutsche Bank
63
Deutsche Bank
Germany
$529K -$1.17M -4,409 -68%
GPA
64
Garrison Point Advisors
California
$514K
APCM
65
Arbiter Partners Capital Management
New York
$502K +$520K +1,955 New
Thrivent Financial for Lutherans
66
Thrivent Financial for Lutherans
Minnesota
$485K
LAM
67
Lingohr Asset Management
Germany
$479K
T. Rowe Price Associates
68
T. Rowe Price Associates
Maryland
$457K +$532 +2 +0.1%
USAA
69
United Services Automobile Association
Texas
$449K +$49.5K +186 +12%
JP Morgan Chase
70
JP Morgan Chase
New York
$439K -$236K -886 -34%
Man Group
71
Man Group
United Kingdom
$409K +$160K +602 +61%
Citigroup
72
Citigroup
New York
$407K +$187K +704 +80%
Barclays
73
Barclays
United Kingdom
$390K +$163K +613 +68%
RC
74
RBF Capital
California
$386K
SO
75
STRS Ohio
Ohio
$385K -$213K -800 -35%

NWLI Hedge Fund Activity: Q2 2019 in Review

110 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q2 2019, worth a combined $744M — down 1.8% from $758M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new NWLI positions and 7 closed out — a net gain of 2 holders — while 40 added to existing stakes and 30 trimmed.

The largest buyer was BlackRock, adding an estimated $3.03M. The largest seller was Franklin Resources, exiting entirely with an estimated $2.77M sold.

  • 110 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q2 2019, unchanged from Q1 2019.
  • Funds reported $744M of National Western Life Group, Inc. Class A stock for Q2 2019, down 1.8% quarter-over-quarter.
  • 9 funds opened new National Western Life Group, Inc. Class A positions in Q2 2019 and 7 closed out, a net change of +2 holders.
  • The largest National Western Life Group, Inc. Class A buyer in Q2 2019 was BlackRock, an estimated $3.03M added.
  • The largest National Western Life Group, Inc. Class A seller in Q2 2019 was Franklin Resources, an estimated $2.77M sold.

Based on aggregated 13F filings for Q2 2019.