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NWLI

National Western Life Group, Inc. Class A

Delisted

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

99 hedge funds and large institutions have $593M invested in National Western Life Group, Inc. Class A in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 40 increasing their positions, 36 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

20% more capital invested

Capital invested by funds: $493M → $593M (+$99.6M)

11% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 36

3% less funds holding

Funds holding: 10299 (-3)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

Holders
99
Holders Change
-3
Holders Change %
-2.94%
% of All Funds
2.03%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
8
Increased
40
Reduced
36
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$549K -$56.6K -297 -10%
Axa
52
Axa
France
$508K +$477K +2,500 New
JP Morgan Chase
53
JP Morgan Chase
New York
$486K -$301K -1,577 -40%
SEI Investments
54
SEI Investments
Pennsylvania
$469K +$85.8K +450 +22%
CS
55
Credit Suisse
Switzerland
$422K +$51.3K +269 +15%
Thrivent Financial for Lutherans
56
Thrivent Financial for Lutherans
Minnesota
$409K
GPA
57
Garrison Point Advisors
California
$406K
SG Americas Securities
58
SG Americas Securities
New York
$387K +$192K +1,007 +112%
SFI
59
Susquehanna Fundamental Investments
Pennsylvania
$386K +$362K +1,900 New
UBS Group
60
UBS Group
Switzerland
$366K -$70.5K -370 -17%
Arrowstreet Capital
61
Arrowstreet Capital
Massachusetts
$365K +$43.7K +229 +15%
WS
62
Wedbush Securities
California
$343K -$17.7K -93 -5%
Russell Investments Group
63
Russell Investments Group
United Kingdom
$342K +$144K +755 +79%
PAM
64
Panagora Asset Management
Massachusetts
$325K +$305K +1,600 New
AIG
65
American International Group
New York
$319K +$41.9K +220 +16%
Manulife (Manufacturers Life Insurance)
66
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$316K +$31.3K +164 +11%
Jane Street
67
Jane Street
New York
$314K +$294K +1,541 New
Deutsche Bank
68
Deutsche Bank
Germany
$312K -$12.6K -66 -4%
Mackenzie Financial
69
Mackenzie Financial
Ontario, Canada
$305K -$38.1K -200 -12%
RC
70
RBF Capital
California
$305K
MIM
71
MetLife Investment Management
New Jersey
$299K +$79.3K +416 +39%
T. Rowe Price Associates
72
T. Rowe Price Associates
Maryland
$249K -$128K -671 -35%
PPA
73
Parametric Portfolio Associates
Washington
$231K -$140K -734 -39%
SO
74
STRS Ohio
Ohio
$223K +$19.1K +100 +10%
MLICM
75
Metropolitan Life Insurance Company (MetLife)
New York
$206K +$54.7K +287 +40%

NWLI Hedge Fund Activity: Q2 2020 in Review

99 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q2 2020, worth a combined $593M — up 20% from $493M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of NWLI and 8 opened new positions — a net loss of 3 holders — while 36 trimmed existing stakes and 40 added.

The largest buyer was Vanguard Group, adding an estimated $10.3M. The largest seller was Fidelity Investments, cutting an estimated $5.46M.

  • 99 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q2 2020, down from 102 in Q1 2020.
  • Funds reported $593M of National Western Life Group, Inc. Class A stock for Q2 2020, up 20% quarter-over-quarter.
  • 8 funds opened new National Western Life Group, Inc. Class A positions in Q2 2020 and 11 closed out, a net change of -3 holders.
  • The largest National Western Life Group, Inc. Class A buyer in Q2 2020 was Vanguard Group, an estimated $10.3M added.
  • The largest National Western Life Group, Inc. Class A seller in Q2 2020 was Fidelity Investments, an estimated $5.46M sold.

Based on aggregated 13F filings for Q2 2020.