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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 $569M invested in National Western Life Group, Inc. Class A in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 42 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

2% more funds holding

Funds holding: 102104 (+2)

5% less capital invested

Capital invested by funds: $600M → $569M (-$30.8M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

26% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 42

Holders
104
Holders Change
+2
Holders Change %
+1.96%
% of All Funds
1.75%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
10
Increased
31
Reduced
42
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ZCM
51
Ziegler Capital Management
Illinois
$501K +$32.7K +160 +7%
Mackenzie Financial
52
Mackenzie Financial
Ontario, Canada
$493K +$212K +1,034 +74%
CS
53
Credit Suisse
Switzerland
$450K -$31.7K -155 -7%
LSV Asset Management
54
LSV Asset Management
Illinois
$416K -$30.7K -150 -7%
MAM
55
Martingale Asset Management
Massachusetts
$407K +$82.9K +405 +25%
GPA
56
Garrison Point Advisors
California
$405K
UBS AM
57
UBS AM
Illinois
$398K
Los Angeles Capital Management
58
Los Angeles Capital Management
California
$384K +$6.14K +30 +2%
SEI Investments
59
SEI Investments
Pennsylvania
$375K +$136K +666 +56%
GCP
60
GSA Capital Partners
United Kingdom
$365K -$206K -1,006 -36%
HF
61
HRT Financial
New York
$323K +$58.5K +286 +22%
D.E. Shaw & Co
62
D.E. Shaw & Co
New York
$304K -$40.9K -200 -12%
RC
63
RBF Capital
California
$304K
AllianceBernstein
64
AllianceBernstein
Tennessee
$304K +$307K +1,500 New
JP Morgan Chase
65
JP Morgan Chase
New York
$292K +$6.34K +31 +2%
E
66
Ergoteles
New York
$264K +$266K +1,300 New
SGI
67
Summit Global Investments
Utah
$243K +$246K +1,200 New
MIM
68
MetLife Investment Management
New Jersey
$231K -$99.5K -486 -30%
Tudor Investment Corp
69
Tudor Investment Corp
Connecticut
$230K +$232K +1,133 New
Deutsche Bank
70
Deutsche Bank
Germany
$217K -$131K -641 -37%
AIG
71
American International Group
New York
$215K -$43.2K -211 -17%
P
72
&Partners
Tennessee
$203K +$205K +1,000 New
Legal & General Group
73
Legal & General Group
United Kingdom
$202K +$4.3K +21 +2%
SG Americas Securities
74
SG Americas Securities
New York
$194K +$196K +958 New
BNP Paribas Financial Markets
75
BNP Paribas Financial Markets
France
$181K +$45.6K +223 +33%

NWLI Hedge Fund Activity: Q2 2022 in Review

104 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q2 2022, worth a combined $569M — down 5.1% from $600M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new NWLI positions and 6 closed out — a net gain of 4 holders — while 31 added to existing stakes and 42 trimmed.

The largest buyer was Brandes Investment Partners, adding an estimated $6.55M. The largest seller was BlackRock, cutting an estimated $1.93M.

  • 104 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q2 2022, up from 102 in Q1 2022.
  • Funds reported $569M of National Western Life Group, Inc. Class A stock for Q2 2022, down 5.1% quarter-over-quarter.
  • 10 funds opened new National Western Life Group, Inc. Class A positions in Q2 2022 and 6 closed out, a net change of +4 holders.
  • The largest National Western Life Group, Inc. Class A buyer in Q2 2022 was Brandes Investment Partners, an estimated $6.55M added.
  • The largest National Western Life Group, Inc. Class A seller in Q2 2022 was BlackRock, an estimated $1.93M sold.

Based on aggregated 13F filings for Q2 2022.