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NWLI

National Western Life Group, Inc. Class A

Delisted

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

116 hedge funds and large institutions have $1.31B invested in National Western Life Group, Inc. Class A in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 31 increasing their positions, 47 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $1.24B → $1.31B (+$73M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

1% less funds holding

Funds holding: 117116 (-1)

34% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 47

Holders
116
Holders Change
-1
Holders Change %
-0.85%
% of All Funds
1.84%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
11
Increased
31
Reduced
47
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
51
T. Rowe Price Associates
Maryland
$768K -$67.2K -153 -8%
MAM
52
Martingale Asset Management
Massachusetts
$736K -$879 -2 -0.1%
RC
53
RBF Capital
California
$656K
NYLIM
54
New York Life Investment Management
New York
$641K -$97.6K -222 -13%
SEI Investments
55
SEI Investments
Pennsylvania
$609K -$251K -572 -29%
DFCM
56
Dark Forest Capital Management
Puerto Rico
$605K -$178K -404 -23%
Manulife (Manufacturers Life Insurance)
57
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$579K +$195K +444 +51%
Lazard Asset Management
58
Lazard Asset Management
New York
$528K +$531K +1,208 New
DTL
59
Dynamic Technology Lab
Singapore
$518K +$521K +1,185 New
AQR Capital Management
60
AQR Capital Management
Connecticut
$513K -$4.83K -11 -0.9%
State of Wisconsin Investment Board
61
State of Wisconsin Investment Board
Wisconsin
$512K +$299K +681 +139%
MIM
62
MetLife Investment Management
New Jersey
$503K -$21.5K -49 -4%
AIG
63
American International Group
New York
$497K +$17.6K +40 +4%
BPA
64
Beacon Pointe Advisors
California
$489K +$491K +1,118 New
Deutsche Bank
65
Deutsche Bank
Germany
$481K +$69.9K +159 +17%
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$475K
Janus Henderson Group
67
Janus Henderson Group
United Kingdom
$463K
Franklin Resources
68
Franklin Resources
California
$458K +$15.4K +35 +3%
Two Sigma Advisers
69
Two Sigma Advisers
New York
$437K -$308K -700 -41%
P
70
&Partners
Tennessee
$437K
Public Employees Retirement Association of Colorado
71
Public Employees Retirement Association of Colorado
Colorado
$434K -$310K -706 -42%
New York State Common Retirement Fund
72
New York State Common Retirement Fund
New York
$433K -$175K -399 -29%
BNP Paribas Financial Markets
73
BNP Paribas Financial Markets
France
$422K +$58.9K +134 +16%
VOYA Investment Management
74
VOYA Investment Management
Georgia
$411K -$4.39K -10 -1%
KS
75
Karpas Strategies
Connecticut
$405K

NWLI Hedge Fund Activity: Q3 2023 in Review

116 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q3 2023, worth a combined $1.31B — up 5.9% from $1.24B a quarter earlier.

Fund positioning in NWLI was balanced in Q3 2023: 11 funds opened new positions, 11 closed out, 31 added to existing stakes and 47 trimmed.

The largest buyer was Continental General Insurance Company, adding an estimated $40.2M. The largest seller was Fidelity Investments, cutting an estimated $11.4M.

  • 116 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q3 2023, down from 117 in Q2 2023.
  • Funds reported $1.31B of National Western Life Group, Inc. Class A stock for Q3 2023, up 5.9% quarter-over-quarter.
  • 11 funds opened new National Western Life Group, Inc. Class A positions in Q3 2023 and 11 closed out, a net change of 0 holders.
  • The largest National Western Life Group, Inc. Class A buyer in Q3 2023 was Continental General Insurance Company, an estimated $40.2M added.
  • The largest National Western Life Group, Inc. Class A seller in Q3 2023 was Fidelity Investments, an estimated $11.4M sold.

Based on aggregated 13F filings for Q3 2023.