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NWLI

National Western Life Group, Inc. Class A

Delisted

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

114 hedge funds and large institutions have $759M invested in National Western Life Group, Inc. Class A in 2022 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 30 increasing their positions, 38 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 7

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

58% more capital invested

Capital invested by funds: $479M → $759M (+$280M)

16% more funds holding

Funds holding: 98114 (+16)

21% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 38

Holders
114
Holders Change
+16
Holders Change %
+16.33%
% of All Funds
1.83%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
24
Increased
30
Reduced
38
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ZCM
51
Ziegler Capital Management
Illinois
$538K -$116K -546 -22%
MAM
52
Martingale Asset Management
Massachusetts
$473K
JP Morgan Chase
53
JP Morgan Chase
New York
$467K +$27.3K +128 +8%
UBS AM
54
UBS AM
Illinois
$460K
Los Angeles Capital Management
55
Los Angeles Capital Management
California
$442K -$6.4K -30 -2%
RC
56
RBF Capital
California
$422K
UBS Group
57
UBS Group
Switzerland
$336K +$192K +898 +302%
SRC
58
Shufro Rose & Co
New York
$329K -$855K -4,010 -77%
GCP
59
GSA Capital Partners
United Kingdom
$325K -$374K -1,755 -60%
MIM
60
MetLife Investment Management
New Jersey
$320K
AIG
61
American International Group
New York
$302K -$640 -3 -0.3%
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$299K +$227K +1,064 New
BNP Paribas Financial Markets
63
BNP Paribas Financial Markets
France
$289K -$69.9K -328 -24%
Teacher Retirement System of Texas
64
Teacher Retirement System of Texas
Texas
$289K +$219K +1,027 New
BPA
65
Beacon Pointe Advisors
California
$283K +$215K +1,007 New
P
66
&Partners
Tennessee
$281K +$213K +1,000 New
D.E. Shaw & Co
67
D.E. Shaw & Co
New York
$274K -$112K -523 -35%
Deutsche Bank
68
Deutsche Bank
Germany
$266K +$3.84K +18 +2%
KS
69
Karpas Strategies
Connecticut
$260K +$197K +926 New
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
$259K +$196K +920 New
VOYA Investment Management
71
VOYA Investment Management
Georgia
$255K +$194K +908 New
SEI Investments
72
SEI Investments
Pennsylvania
$248K -$163K -766 -46%
Legal & General Group
73
Legal & General Group
United Kingdom
$237K -$6.18K -29 -3%
XT
74
XTX Topco
Cayman Islands
$237K +$180K +843 New
Manulife (Manufacturers Life Insurance)
75
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$235K +$178K +835 New

NWLI Hedge Fund Activity: Q4 2022 in Review

114 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q4 2022, worth a combined $759M — up 58% from $479M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new NWLI positions and 7 closed out — a net gain of 17 holders — while 30 added to existing stakes and 38 trimmed.

The largest buyer was BlackRock, adding an estimated $926K. The largest seller was Cooke & Bieler, cutting an estimated $8.34M.

  • 114 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q4 2022, up from 98 in Q3 2022.
  • Funds reported $759M of National Western Life Group, Inc. Class A stock for Q4 2022, up 58% quarter-over-quarter.
  • 24 funds opened new National Western Life Group, Inc. Class A positions in Q4 2022 and 7 closed out, a net change of +17 holders.
  • The largest National Western Life Group, Inc. Class A buyer in Q4 2022 was BlackRock, an estimated $926K added.
  • The largest National Western Life Group, Inc. Class A seller in Q4 2022 was Cooke & Bieler, an estimated $8.34M sold.

Based on aggregated 13F filings for Q4 2022.