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NWLI

National Western Life Group, Inc. Class A
NWLI

Delisted

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

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155 hedge funds and large institutions have $1.48B invested in National Western Life Group, Inc. Class A in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 53 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 15

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

2% more funds holding

Funds holding: 152 → 155 (+3)

2% more capital invested

Capital invested by funds: $1.45B → $1.48B (+$29.8M)

17% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 53

Holders
155
Holders Change
+3
Holders Change %
+1.97%
% of All Funds
2.23%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
18
Increased
44
Reduced
53
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$13.5M
2
GCL
Glazer Capital LLC
New York
+$13.3M
3
WCMNY
Westchester Capital Management (New York)
New York
+$11.6M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$9.01M
5
Millennium Management
Millennium Management
New York
+$8.82M

Top Sellers

Rank Fund Capital Flow
1
Allspring Global Investments
Allspring Global Investments
North Carolina
-$42.9M
2
Morgan Stanley
Morgan Stanley
New York
-$23.4M
3
MI
M3F Inc
Utah
-$14M
4
MNBTD
Moody National Bank Trust Division
Texas
-$9.7M
5
BCM
Bridgeway Capital Management
Texas
-$5.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
N
51
Nuveen
North Carolina
$2.38M -$853K -1,758 -27%
VI
52
Versor Investments
New York
$2.18M +$1.91M +3,930 +794%
SC
53
Sagefield Capital
Texas
$2.15M -$233K -480 -10%
Swiss National Bank
54
Swiss National Bank
Switzerland
$1.99M – – –
CCM
55
Chicago Capital Management
Illinois
$1.95M – – –
RhumbLine Advisers
56
RhumbLine Advisers
Massachusetts
$1.86M -$21.3K -44 -1%
BCM
57
Bridgeway Capital Management
Texas
$1.77M -$5.66M -11,669 -76%
AGDI
58
Absolute Gestao de Investimentos
Brazil
$1.75M +$1.72M +3,548 New
UBS AM
59
UBS AM
Illinois
$1.72M – – –
Pictet Asset Management
60
Pictet Asset Management
Switzerland
$1.69M +$329K +679 +25%
WAM
61
Wolverine Asset Management
Illinois
$1.64M – – –
Bank of America
62
Bank of America
North Carolina
$1.63M -$3.48M -7,177 -68%
Canada Pension Plan Investment Board
63
Canada Pension Plan Investment Board
Ontario, Canada
$1.48M – – –
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$1.44M -$461K -950 -24%
BCM
65
BCK Capital Management
Connecticut
$1.4M – – –
NYLIM
66
New York Life Investment Management
New York
$1.4M -$1M -2,067 -42%
UBS Group
67
UBS Group
Switzerland
$1.39M -$258K -532 -16%
MCM
68
Moore Capital Management
New York
$1.23M -$1.21M -2,500 -50%
PCM
69
PenderFund Capital Management
British Columbia, Canada
$1.2M – – –
CL
70
CSS LLC
Illinois
$1.19M +$656K +1,352 +126%
DCM
71
Deuterium Capital Management
Florida
$1.16M +$1.14M +2,349 New
CP
72
CenterBook Partners
Connecticut
$1.13M +$678K +1,399 +155%
AllianceBernstein
73
AllianceBernstein
Tennessee
$1.11M – – –
DAM
74
DLD Asset Management
New York
$1.08M – – –
Barclays
75
Barclays
United Kingdom
$1.08M -$1.37M -2,835 -56%
1 2
3
4 5

NWLI Hedge Fund Activity: Q1 2024 in Review

155 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q1 2024, worth a combined $1.48B — up 2.1% from $1.45B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new NWLI positions and 15 closed out — a net gain of 3 holders — while 44 added to existing stakes and 53 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $13.5M. The largest seller was Allspring Global Investments, exiting entirely with an estimated $42.9M sold.

  • 155 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q1 2024, up from 152 in Q4 2023.
  • Funds reported $1.48B of National Western Life Group, Inc. Class A stock for Q1 2024, up 2.1% quarter-over-quarter.
  • 18 funds opened new National Western Life Group, Inc. Class A positions in Q1 2024 and 15 closed out, a net change of +3 holders.
  • The largest National Western Life Group, Inc. Class A buyer in Q1 2024 was JP Morgan Chase, an estimated $13.5M added.
  • The largest National Western Life Group, Inc. Class A seller in Q1 2024 was Allspring Global Investments, an estimated $42.9M sold.

Based on aggregated 13F filings for Q1 2024.