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NWLI

National Western Life Group, Inc. Class A

Delisted

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

98 hedge funds and large institutions have $528M invested in National Western Life Group, Inc. Class A in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 43 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

1% less funds holding

Funds holding: 9998 (-1)

11% less capital invested

Capital invested by funds: $593M → $528M (-$64.5M)

44% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 43

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
98
Holders Change
-1
Holders Change %
-1.01%
% of All Funds
1.98%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
9
Increased
24
Reduced
43
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JAM
51
Jupiter Asset Management
United Kingdom
$546K +$614K +2,990 New
TRCT
52
Tower Research Capital (TRC)
New York
$534K +$486K +2,364 +423%
SFI
53
Susquehanna Fundamental Investments
Pennsylvania
$530K +$205K +1,000 +53%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$498K +$4.32K +21 +0.8%
MSL
55
Mackay Shields LLC
New York
$475K +$534K +2,600 New
Axa
56
Axa
France
$457K
SEI Investments
57
SEI Investments
Pennsylvania
$428K -$1.03K -5 -0.2%
Barclays
58
Barclays
United Kingdom
$413K -$119K -578 -20%
GPA
59
Garrison Point Advisors
California
$366K
Thrivent Financial for Lutherans
60
Thrivent Financial for Lutherans
Minnesota
$362K -$6.58K -32 -2%
CS
61
Credit Suisse
Switzerland
$350K -$33.3K -162 -8%
WS
62
Wedbush Securities
California
$309K
Deutsche Bank
63
Deutsche Bank
Germany
$304K +$25.9K +126 +8%
AIG
64
American International Group
New York
$281K -$7.19K -35 -2%
RC
65
RBF Capital
California
$274K
Manulife (Manufacturers Life Insurance)
66
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$272K -$26.1K -127 -8%
Mackenzie Financial
67
Mackenzie Financial
Ontario, Canada
$256K -$20.5K -100 -7%
State of Wisconsin Investment Board
68
State of Wisconsin Investment Board
Wisconsin
$238K +$267K +1,300 New
BPM
69
Bowling Portfolio Management
Ohio
$220K +$247K +1,203 New
UBS AM
70
UBS AM
Illinois
$217K +$244K +1,190 New
D.E. Shaw & Co
71
D.E. Shaw & Co
New York
$211K +$32.3K +157 +16%
PPA
72
Parametric Portfolio Associates
Washington
$208K
SO
73
STRS Ohio
Ohio
$201K
Two Sigma Investments
74
Two Sigma Investments
New York
$201K +$226K +1,100 New
MIM
75
MetLife Investment Management
New Jersey
$190K -$88.6K -431 -29%

NWLI Hedge Fund Activity: Q3 2020 in Review

98 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q3 2020, worth a combined $528M — down 11% from $593M a quarter earlier.

Fund positioning in NWLI was balanced in Q3 2020: 9 funds opened new positions, 9 closed out, 24 added to existing stakes and 43 trimmed.

The largest buyer was Wells Fargo, adding an estimated $2.69M. The largest seller was Shufro Rose & Co, cutting an estimated $4.22M.

  • 98 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q3 2020, down from 99 in Q2 2020.
  • Funds reported $528M of National Western Life Group, Inc. Class A stock for Q3 2020, down 11% quarter-over-quarter.
  • 9 funds opened new National Western Life Group, Inc. Class A positions in Q3 2020 and 9 closed out, a net change of 0 holders.
  • The largest National Western Life Group, Inc. Class A buyer in Q3 2020 was Wells Fargo, an estimated $2.69M added.
  • The largest National Western Life Group, Inc. Class A seller in Q3 2020 was Shufro Rose & Co, an estimated $4.22M sold.

Based on aggregated 13F filings for Q3 2020.