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NWLI

National Western Life Group, Inc. Class A

Delisted

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

104 hedge funds and large institutions have $610M invested in National Western Life Group, Inc. Class A in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 41 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

7% more funds holding

Funds holding: 97104 (+7)

1% more capital invested

Capital invested by funds: $606M → $610M (+$3.94M)

29% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 41

Holders
104
Holders Change
+7
Holders Change %
+7.22%
% of All Funds
1.6%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
12
Increased
29
Reduced
41
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
51
Martingale Asset Management
Massachusetts
$580K -$87K -400 -13%
LSV Asset Management
52
LSV Asset Management
Illinois
$579K
ZCM
53
Ziegler Capital Management
Illinois
$575K -$178K -819 -23%
Wells Fargo
54
Wells Fargo
California
$567K -$18.7M -85,802 -97%
E
55
Ergoteles
New York
$452K -$445K -2,043 -49%
GPA
56
Garrison Point Advisors
California
$429K
CS
57
Credit Suisse
Switzerland
$423K +$51.8K +238 +14%
Deutsche Bank
58
Deutsche Bank
Germany
$402K -$766K -3,521 -65%
Los Angeles Capital Management
59
Los Angeles Capital Management
California
$400K
American Century Companies
60
American Century Companies
Missouri
$380K +$89.9K +413 +30%
T. Rowe Price Associates
61
T. Rowe Price Associates
Maryland
$368K -$11.3K -52 -3%
IA
62
IndexIQ Advisors
New York
$364K -$23.9K -110 -6%
SEI Investments
63
SEI Investments
Pennsylvania
$361K -$21.8K -100 -6%
D.E. Shaw & Co
64
D.E. Shaw & Co
New York
$347K +$47K +216 +15%
Man Group
65
Man Group
United Kingdom
$333K +$33.7K +155 +11%
RC
66
RBF Capital
California
$322K
Mackenzie Financial
67
Mackenzie Financial
Ontario, Canada
$300K -$653 -3 -0.2%
Schroder Investment Management Group
68
Schroder Investment Management Group
United Kingdom
$299K -$174K -800 -36%
AIG
69
American International Group
New York
$292K -$8.92K -41 -3%
BNP Paribas Financial Markets
70
BNP Paribas Financial Markets
France
$283K +$119K +548 +71%
Millennium Management
71
Millennium Management
New York
$274K -$856K -3,934 -75%
WAM
72
Watershed Asset Management
California
$261K +$265K +1,217 New
UBS Group
73
UBS Group
Switzerland
$231K +$232K +1,065 +7,100%
AWE
74
Avidian Wealth Enterprises
Texas
$228K +$232K +1,065 New
VOYA Investment Management
75
VOYA Investment Management
Georgia
$225K -$7.4K -34 -3%

NWLI Hedge Fund Activity: Q4 2021 in Review

104 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q4 2021, worth a combined $610M — up 0.65% from $606M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new NWLI positions and 4 closed out — a net gain of 8 holders — while 29 added to existing stakes and 41 trimmed.

The largest buyer was Vanguard Group, adding an estimated $794K. The largest seller was Wells Fargo, cutting an estimated $18.7M.

  • 104 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q4 2021, up from 97 in Q3 2021.
  • Funds reported $610M of National Western Life Group, Inc. Class A stock for Q4 2021, up 0.65% quarter-over-quarter.
  • 12 funds opened new National Western Life Group, Inc. Class A positions in Q4 2021 and 4 closed out, a net change of +8 holders.
  • The largest National Western Life Group, Inc. Class A buyer in Q4 2021 was Vanguard Group, an estimated $794K added.
  • The largest National Western Life Group, Inc. Class A seller in Q4 2021 was Wells Fargo, an estimated $18.7M sold.

Based on aggregated 13F filings for Q4 2021.