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NWLI

National Western Life Group, Inc. Class A

Delisted

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

94 hedge funds and large institutions have $736M invested in National Western Life Group, Inc. Class A in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 27 increasing their positions, 38 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

23% more capital invested

Capital invested by funds: $599M → $736M (+$136M)

2% less funds holding

Funds holding: 9694 (-2)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

29% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 38

Holders
94
Holders Change
-2
Holders Change %
-2.08%
% of All Funds
1.65%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
6
Increased
27
Reduced
38
Closed
7
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
$711K +$28.7K +134 +5%
Renaissance Technologies
52
Renaissance Technologies
New York
$677K -$451K -2,100 -44%
LSV Asset Management
53
LSV Asset Management
Illinois
$672K -$64.4K -300 -10%
Millennium Management
54
Millennium Management
New York
$569K -$1.22M -5,685 -71%
CS
55
Credit Suisse
Switzerland
$504K -$176K -821 -29%
GPA
56
Garrison Point Advisors
California
$498K
ETC
57
Exchange Traded Concepts
Oklahoma
$496K +$107K +500 +33%
SEI Investments
58
SEI Investments
Pennsylvania
$444K -$21.5K -100 -5%
Principal Financial Group
59
Principal Financial Group
Iowa
$437K +$26K +121 +7%
T. Rowe Price Associates
60
T. Rowe Price Associates
Maryland
$426K +$63.9K +298 +21%
IA
61
IndexIQ Advisors
New York
$397K +$342K +1,593 New
RC
62
RBF Capital
California
$374K
AllianceBernstein
63
AllianceBernstein
Tennessee
$372K -$2.02M -9,428 -86%
Two Sigma Investments
64
Two Sigma Investments
New York
$371K +$64.4K +300 +25%
Manulife (Manufacturers Life Insurance)
65
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$361K -$26.2K -122 -8%
MSL
66
Mackay Shields LLC
New York
$324K -$451K -2,100 -62%
BNP Paribas Financial Markets
67
BNP Paribas Financial Markets
France
$319K +$102K +477 +59%
UBS AM
68
UBS AM
Illinois
$296K
D.E. Shaw & Co
69
D.E. Shaw & Co
New York
$295K -$21.5K -100 -8%
VOYA Investment Management
70
VOYA Investment Management
Georgia
$285K +$6.87K +32 +3%
MIM
71
MetLife Investment Management
New Jersey
$259K
Mackenzie Financial
72
Mackenzie Financial
Ontario, Canada
$249K -$64.4K -300 -23%
American Century Companies
73
American Century Companies
Missouri
$243K +$210K +977 New
FMTC
74
Farmers & Merchants Trust Company
California
$224K +$193K +900 New
Citigroup
75
Citigroup
New York
$198K +$59.9K +279 +54%

NWLI Hedge Fund Activity: Q1 2021 in Review

94 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q1 2021, worth a combined $736M — up 23% from $599M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of NWLI and 6 opened new positions — a net loss of 1 holder — while 38 trimmed existing stakes and 27 added.

The largest buyer was Brandes Investment Partners, adding an estimated $5.02M. The largest seller was Tweedy, Browne Co, cutting an estimated $3.82M.

  • 94 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q1 2021, down from 96 in Q4 2020.
  • Funds reported $736M of National Western Life Group, Inc. Class A stock for Q1 2021, up 23% quarter-over-quarter.
  • 6 funds opened new National Western Life Group, Inc. Class A positions in Q1 2021 and 7 closed out, a net change of -1 holder.
  • The largest National Western Life Group, Inc. Class A buyer in Q1 2021 was Brandes Investment Partners, an estimated $5.02M added.
  • The largest National Western Life Group, Inc. Class A seller in Q1 2021 was Tweedy, Browne Co, an estimated $3.82M sold.

Based on aggregated 13F filings for Q1 2021.