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NWLI

National Western Life Group, Inc. Class A

Delisted

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

152 hedge funds and large institutions have $1.45B invested in National Western Life Group, Inc. Class A in 2023 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 40 increasing their positions, 36 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 20

31% more funds holding

Funds holding: 116152 (+36)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

11% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 36

11% more capital invested

Capital invested by funds: $1.31B → $1.45B (+$139M)

Holders
152
Holders Change
+36
Holders Change %
+31.03%
% of All Funds
2.22%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
56
Increased
40
Reduced
36
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
51
Sagefield Capital
Texas
$2.35M +$2.31M +4,855 New
Tudor Investment Corp
52
Tudor Investment Corp
Connecticut
$2.17M +$2.14M +4,501 New
Verition Fund Management
53
Verition Fund Management
Connecticut
$2.03M +$2M +4,200 New
Swiss National Bank
54
Swiss National Bank
Switzerland
$1.96M -$428K -900 -18%
CCM
55
Chicago Capital Management
Illinois
$1.91M +$1.89M +3,963 New
QOP
56
Quinn Opportunity Partners
Virginia
$1.91M
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$1.88M +$108K +228 +6%
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$1.85M -$45.2K -95 -2%
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$1.8M +$1.78M +3,733 New
UBS AM
60
UBS AM
Illinois
$1.69M +$558K +1,174 +50%
First Trust Advisors
61
First Trust Advisors
Illinois
$1.68M +$1.65M +3,471 New
UBS Group
62
UBS Group
Switzerland
$1.62M +$1.29M +2,720 +425%
WAM
63
Wolverine Asset Management
Illinois
$1.61M +$1.59M +3,332 New
WIC
64
Water Island Capital
New York
$1.6M +$1.58M +3,320 New
Nomura Holdings
65
Nomura Holdings
Japan
$1.5M +$1.48M +3,109 New
Canada Pension Plan Investment Board
66
Canada Pension Plan Investment Board
Ontario, Canada
$1.45M +$1.43M +3,000 New
BCM
67
BCK Capital Management
Connecticut
$1.38M +$1.36M +2,850 New
Pictet Asset Management
68
Pictet Asset Management
Switzerland
$1.33M +$1.31M +2,760 New
CSC
69
Caldwell Sutter Capital
California
$1.16M
PCM
70
PenderFund Capital Management
British Columbia, Canada
$1.15M +$856K +1,800 New
AllianceBernstein
71
AllianceBernstein
Tennessee
$1.09M +$124K +260 +13%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$1.07M -$126K -264 -11%
DAM
73
DLD Asset Management
New York
$1.06M +$1.05M +2,200 New
GF
74
Gabelli Funds
New York
$966K +$951K +2,000 New
Legal & General Group
75
Legal & General Group
United Kingdom
$942K -$48.5K -102 -5%

NWLI Hedge Fund Activity: Q4 2023 in Review

152 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q4 2023, worth a combined $1.45B — up 11% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new NWLI positions and 20 closed out — a net gain of 36 holders — while 40 added to existing stakes and 36 trimmed.

The largest buyer was Glazer Capital LLC, opening a new position worth an estimated $44.1M. The largest seller was Continental General Insurance Company, exiting entirely with an estimated $129M sold.

  • 152 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q4 2023, up from 116 in Q3 2023.
  • Funds reported $1.45B of National Western Life Group, Inc. Class A stock for Q4 2023, up 11% quarter-over-quarter.
  • 56 funds opened new National Western Life Group, Inc. Class A positions in Q4 2023 and 20 closed out, a net change of +36 holders.
  • The largest National Western Life Group, Inc. Class A buyer in Q4 2023 was Glazer Capital LLC, an estimated $44.1M added.
  • The largest National Western Life Group, Inc. Class A seller in Q4 2023 was Continental General Insurance Company, an estimated $129M sold.

Based on aggregated 13F filings for Q4 2023.