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NWLI

National Western Life Group, Inc. Class A

Delisted

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

95 hedge funds and large institutions have $447M invested in National Western Life Group, Inc. Class A in 2015 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,250% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 2

1,055% more capital invested

Capital invested by funds: $38.7M → $447M (+$409M)

850% more funds holding

Funds holding: 1095 (+85)

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

33% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 3

Holders
95
Holders Change
+85
Holders Change %
+850%
% of All Funds
2.49%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
87
Increased
4
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
76
Brave Asset Management
New Jersey
$227K +$229K +900 New
Wells Fargo
77
Wells Fargo
California
$189K +$190K +748 New
OSAM
78
O'Shaughnessy Asset Management
Connecticut
$129K +$130K +511 New
BNP Paribas Financial Markets
79
BNP Paribas Financial Markets
France
$111K +$112K +440 New
Legal & General Group
80
Legal & General Group
United Kingdom
$82K +$82.5K +324 New
UBS Group
81
UBS Group
Switzerland
$59K +$59.6K +234 New
Teacher Retirement System of Texas
82
Teacher Retirement System of Texas
Texas
$56K +$56.3K +221 New
KBC Group
83
KBC Group
Belgium
$41K +$41.2K +162 New
RR
84
Robotti Robert
$37K +$37.2K +146 New
TRCT
85
Tower Research Capital (TRC)
New York
$32K +$32.6K +128 New
LJHT
86
Laurie J. Hall Trustee
$20K +$23.7K +93 New
BlackRock
87
BlackRock
New York
$19K +$19.6K +77 New
Bank of America
88
Bank of America
North Carolina
$15K +$14.8K +58 New
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$12K +$12.5K +49 New
LTFS
90
Ladenburg Thalmann Financial Services
Florida
$6K +$6.11K +24 New
JP Morgan Chase
91
JP Morgan Chase
New York
$5K +$5.09K +20 New
PNC Financial Services Group
92
PNC Financial Services Group
Pennsylvania
$4K +$4.33K +17 New
DA
93
Denali Advisors
California
$3K
US Bancorp
94
US Bancorp
Minnesota
$3K +$2.55K +10 New
Manulife (Manufacturers Life Insurance)
95
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$398 +$403K +1,581 New
Barrow, Hanley, Mewhinney & Strauss
96
Barrow, Hanley, Mewhinney & Strauss
Texas
-$1.08M -4,862 Closed
PAM
97
Panagora Asset Management
Massachusetts
-$54K -243 Closed

NWLI Hedge Fund Activity: Q4 2015 in Review

95 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q4 2015, worth a combined $447M — up 1,055% from $38.7M a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new NWLI positions and 2 closed out — a net gain of 85 holders — while 4 added to existing stakes and 3 trimmed.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $132M. The largest seller was Westport Asset Management, cutting an estimated $3.87M.

  • 95 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q4 2015, up from 10 in Q3 2015.
  • Funds reported $447M of National Western Life Group, Inc. Class A stock for Q4 2015, up 1,055% quarter-over-quarter.
  • 87 funds opened new National Western Life Group, Inc. Class A positions in Q4 2015 and 2 closed out, a net change of +85 holders.
  • The largest National Western Life Group, Inc. Class A buyer in Q4 2015 was Balyasny Asset Management, an estimated $132M added.
  • The largest National Western Life Group, Inc. Class A seller in Q4 2015 was Westport Asset Management, an estimated $3.87M sold.

Based on aggregated 13F filings for Q4 2015.