We are live on ! Find out more
NWLI

National Western Life Group, Inc. Class A

Delisted

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

112 hedge funds and large institutions have $714M invested in National Western Life Group, Inc. Class A in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 37 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 35

2% less funds holding

Funds holding: 114112 (-2)

6% less capital invested

Capital invested by funds: $759M → $714M (-$44.8M)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
112
Holders Change
-2
Holders Change %
-1.75%
% of All Funds
1.78%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
7
Increased
37
Reduced
35
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
51
SEI Investments
Pennsylvania
$452K +$256K +983 +111%
AQR Capital Management
52
AQR Capital Management
Connecticut
$419K -$302K -1,158 -40%
MAM
53
Martingale Asset Management
Massachusetts
$409K
Mackenzie Financial
54
Mackenzie Financial
Ontario, Canada
$400K -$274K -1,050 -39%
UBS AM
55
UBS AM
Illinois
$397K
BNP Paribas Financial Markets
56
BNP Paribas Financial Markets
France
$383K +$143K +550 +53%
RC
57
RBF Capital
California
$364K
Los Angeles Capital Management
58
Los Angeles Capital Management
California
$362K -$21.9K -84 -5%
Deutsche Bank
59
Deutsche Bank
Germany
$338K +$116K +446 +47%
ZCM
60
Zebra Capital Management
Connecticut
$320K -$171K -655 -33%
DA
61
Denali Advisors
California
$315K -$704K -2,700 -68%
SRC
62
Shufro Rose & Co
New York
$284K
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$281K +$62.5K +240 +26%
Barclays
64
Barclays
United Kingdom
$279K +$141K +541 +89%
MIM
65
MetLife Investment Management
New Jersey
$276K
AIG
66
American International Group
New York
$266K +$5.47K +21 +2%
Teacher Retirement System of Texas
67
Teacher Retirement System of Texas
Texas
$263K +$14.9K +57 +6%
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$258K
Janus Henderson Group
69
Janus Henderson Group
United Kingdom
$256K +$276K +1,059 New
SG Americas Securities
70
SG Americas Securities
New York
$248K +$50.6K +194 +23%
BPA
71
Beacon Pointe Advisors
California
$244K
P
72
&Partners
Tennessee
$243K
D.E. Shaw & Co
73
D.E. Shaw & Co
New York
$240K +$3.65K +14 +1%
UBS Group
74
UBS Group
Switzerland
$230K -$64.9K -249 -21%
KS
75
Karpas Strategies
Connecticut
$225K

NWLI Hedge Fund Activity: Q1 2023 in Review

112 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q1 2023, worth a combined $714M — down 5.9% from $759M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of NWLI and 7 opened new positions — a net loss of 1 holder — while 35 trimmed existing stakes and 37 added.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $20.1M. The largest seller was Cooke & Bieler, cutting an estimated $883K.

  • 112 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q1 2023, down from 114 in Q4 2022.
  • Funds reported $714M of National Western Life Group, Inc. Class A stock for Q1 2023, down 5.9% quarter-over-quarter.
  • 7 funds opened new National Western Life Group, Inc. Class A positions in Q1 2023 and 8 closed out, a net change of -1 holder.
  • The largest National Western Life Group, Inc. Class A buyer in Q1 2023 was Envestnet Asset Management, an estimated $20.1M added.
  • The largest National Western Life Group, Inc. Class A seller in Q1 2023 was Cooke & Bieler, an estimated $883K sold.

Based on aggregated 13F filings for Q1 2023.