National Western Life Group, Inc. Class A
NWLI
NWLI was delisted on the 8th of July, 2024.
89 hedge funds and large institutions have $656M invested in National Western Life Group, Inc. Class A in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 38 reducing their positions, and 11 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
5% less funds holding
Funds holding: 94 → 89 (-5)
11% less capital invested
Capital invested by funds: $736M → $656M (-$79.8M)
37% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 38
45% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIP
Brandes Investment Partners
La Jolla,
California
|
+$3.92M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.67M |
| 3 |
ACM
Axar Capital Management
New York
|
+$1.57M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.04M |
| 5 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$851K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$5.75M |
| 2 |
BlackRock
New York
|
-$1.84M |
| 3 |
Barclays
London,
United Kingdom
|
-$942K |
| 4 |
JP Morgan Chase
New York
|
-$914K |
| 5 |
California Public Employees Retirement System
Sacramento,
California
|
-$905K |
NWLI Hedge Fund Activity: Q2 2021 in Review
89 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q2 2021, worth a combined $656M — down 11% from $736M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of NWLI and 6 opened new positions — a net loss of 5 holders — while 38 trimmed existing stakes and 24 added.
The largest buyer was Brandes Investment Partners, adding an estimated $3.92M. The largest seller was Fidelity Investments, cutting an estimated $5.75M.
- 89 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q2 2021, down from 94 in Q1 2021.
- Funds reported $656M of National Western Life Group, Inc. Class A stock for Q2 2021, down 11% quarter-over-quarter.
- 6 funds opened new National Western Life Group, Inc. Class A positions in Q2 2021 and 11 closed out, a net change of -5 holders.
- The largest National Western Life Group, Inc. Class A buyer in Q2 2021 was Brandes Investment Partners, an estimated $3.92M added.
- The largest National Western Life Group, Inc. Class A seller in Q2 2021 was Fidelity Investments, an estimated $5.75M sold.
Based on aggregated 13F filings for Q2 2021.