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NWLI

National Western Life Group, Inc. Class A
NWLI

Delisted

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

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96 hedge funds and large institutions have $599M invested in National Western Life Group, Inc. Class A in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $528M → $599M (+$71M)

7% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 30

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less funds holding

Funds holding: 98 → 96 (-2)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

Holders
96
Holders Change
-2
Holders Change %
-2.04%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
32
Reduced
30
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BIP
Brandes Investment Partners
California
+$3.33M
2
Deutsche Bank
Deutsche Bank
Germany
+$1.84M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$1.19M
4
BlackRock
BlackRock
New York
+$1.01M
5
Wells Fargo
Wells Fargo
California
+$941K

Top Sellers

Rank Fund Capital Flow
1
SRC
Shufro Rose & Co
New York
-$4.94M
2
First Trust Advisors
First Trust Advisors
Illinois
-$1.2M
3
Renaissance Technologies
Renaissance Technologies
New York
-$1.15M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$793K
5
AllianceBernstein
AllianceBernstein
Tennessee
-$733K
Name Holding Trade Value Shares
Change 		Change in
Stake
LSV Asset Management
51
LSV Asset Management
Illinois
$619K -$38.8K -200 -6%
JAM
52
Jupiter Asset Management
United Kingdom
$617K – – –
CS
53
Credit Suisse
Switzerland
$585K +$179K +924 +48%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$563K – – –
Axa
55
Axa
France
$516K – – –
GPA
56
Garrison Point Advisors
California
$413K – – –
CM
57
CM Management
Florida
$413K +$388K +2,000 New
Thrivent Financial for Lutherans
58
Thrivent Financial for Lutherans
Minnesota
$409K – – –
SEI Investments
59
SEI Investments
Pennsylvania
$389K -$111K -572 -23%
Principal Financial Group
60
Principal Financial Group
Iowa
$337K +$317K +1,633 New
Manulife (Manufacturers Life Insurance)
61
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$324K +$16.1K +83 +6%
RC
62
RBF Capital
California
$310K – – –
ETC
63
Exchange Traded Concepts
Oklahoma
$308K +$290K +1,493 New
Squarepoint
64
Squarepoint
New York
$297K +$279K +1,438 New
T. Rowe Price Associates
65
T. Rowe Price Associates
Maryland
$292K +$274K +1,414 New
Mackenzie Financial
66
Mackenzie Financial
Ontario, Canada
$268K -$19.4K -100 -7%
D.E. Shaw & Co
67
D.E. Shaw & Co
New York
$265K +$25K +129 +11%
Two Sigma Investments
68
Two Sigma Investments
New York
$246K +$17.7K +91 +8%
UBS AM
69
UBS AM
Illinois
$246K – – –
VOYA Investment Management
70
VOYA Investment Management
Georgia
$230K +$216K +1,112 New
TRCT
71
Tower Research Capital (TRC)
New York
$215K -$365K -1,881 -64%
MIM
72
MetLife Investment Management
New Jersey
$214K – – –
State of Wisconsin Investment Board
73
State of Wisconsin Investment Board
Wisconsin
$206K -$58.2K -300 -23%
BPA
74
Beacon Pointe Advisors
California
$206K +$194K +1,000 New
BNP Paribas Financial Markets
75
BNP Paribas Financial Markets
France
$166K +$38.2K +197 +32%
1 2
3
4 5

NWLI Hedge Fund Activity: Q4 2020 in Review

96 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q4 2020, worth a combined $599M — up 13% from $528M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of NWLI and 8 opened new positions — a net loss of 2 holders — while 30 trimmed existing stakes and 32 added.

The largest buyer was Brandes Investment Partners, adding an estimated $3.33M. The largest seller was Shufro Rose & Co, cutting an estimated $4.94M.

  • 96 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q4 2020, down from 98 in Q3 2020.
  • Funds reported $599M of National Western Life Group, Inc. Class A stock for Q4 2020, up 13% quarter-over-quarter.
  • 8 funds opened new National Western Life Group, Inc. Class A positions in Q4 2020 and 10 closed out, a net change of -2 holders.
  • The largest National Western Life Group, Inc. Class A buyer in Q4 2020 was Brandes Investment Partners, an estimated $3.33M added.
  • The largest National Western Life Group, Inc. Class A seller in Q4 2020 was Shufro Rose & Co, an estimated $4.94M sold.

Based on aggregated 13F filings for Q4 2020.