National Western Life Group, Inc. Class A
NWLI
NWLI was delisted on the 8th of July, 2024.
108 hedge funds and large institutions have $854M invested in National Western Life Group, Inc. Class A in 2019 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 35 increasing their positions, 43 reducing their positions, and 9 closing their positions.
9% more capital invested
Capital invested by funds: $784M → $854M (+$70.4M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
4% less funds holding
Funds holding: 112 → 108 (-4)
19% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 43
44% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
+$6.7M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$3.91M |
| 3 |
SRC
Shufro Rose & Co
New York
|
+$1.88M |
| 4 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$1.56M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
-$3.92M |
| 2 |
Charles Schwab
San Francisco,
California
|
-$1.89M |
| 3 |
Russell Investments Group
London,
United Kingdom
|
-$1.16M |
| 4 |
TBC
Tweedy, Browne Co
Stamford,
Connecticut
|
-$1.14M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
-$998K |
NWLI Hedge Fund Activity: Q4 2019 in Review
108 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q4 2019, worth a combined $854M — up 9% from $784M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of NWLI and 5 opened new positions — a net loss of 4 holders — while 43 trimmed existing stakes and 35 added.
The largest buyer was Cooke & Bieler, adding an estimated $6.7M. The largest seller was Schroder Investment Management Group, cutting an estimated $3.92M.
- 108 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q4 2019, down from 112 in Q3 2019.
- Funds reported $854M of National Western Life Group, Inc. Class A stock for Q4 2019, up 9% quarter-over-quarter.
- 5 funds opened new National Western Life Group, Inc. Class A positions in Q4 2019 and 9 closed out, a net change of -4 holders.
- The largest National Western Life Group, Inc. Class A buyer in Q4 2019 was Cooke & Bieler, an estimated $6.7M added.
- The largest National Western Life Group, Inc. Class A seller in Q4 2019 was Schroder Investment Management Group, an estimated $3.92M sold.
Based on aggregated 13F filings for Q4 2019.