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NWLI

National Western Life Group, Inc. Class A

Delisted

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

96 hedge funds and large institutions have $563M invested in National Western Life Group, Inc. Class A in 2016 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 48 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 22

3% more capital invested

Capital invested by funds: $545M → $563M (+$18.3M)

4% less funds holding

Funds holding: 10096 (-4)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
96
Holders Change
-4
Holders Change %
-4%
% of All Funds
2.56%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
4
Increased
48
Reduced
22
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
76
Wells Fargo
California
$149K +$1.18K +6 +0.8%
AIM
77
Acrospire Investment Management
Illinois
$134K +$13.2K +67 +11%
BlackRock
78
BlackRock
New York
$129K
BG
79
BlackRock Group
United Kingdom
$126K +$7.09K +36 +6%
OSAM
80
O'Shaughnessy Asset Management
Connecticut
$92K +$591 +3 +0.7%
Legal & General Group
81
Legal & General Group
United Kingdom
$84K
GWM
82
Geneos Wealth Management
Colorado
$64K
BNP Paribas Financial Markets
83
BNP Paribas Financial Markets
France
$47.4K +$17.7K +90 +64%
UBS Group
84
UBS Group
Switzerland
$43K +$984 +5 +2%
Bank of America
85
Bank of America
North Carolina
$32K -$288K -1,465 -90%
AG
86
Advisor Group
Arizona
$25K
Barclays
87
Barclays
United Kingdom
$10K -$166K -844 -95%
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$9K -$1.38K -7 -14%
US Bancorp
89
US Bancorp
Minnesota
$9K +$2.56K +13 +45%
Loomis, Sayles & Company
90
Loomis, Sayles & Company
Massachusetts
$4K +$3.15K +16 +400%
Bessemer Group
91
Bessemer Group
New Jersey
$4K +$3.94K +20 New
DA
92
Denali Advisors
California
$3K +$1.18K +6 +60%
LTFS
93
Ladenburg Thalmann Financial Services
Florida
$2K
TCIM
94
TIAA CREF Investment Management
New York
$1.58K +$154K +780 +11%
QCG
95
Quadrant Capital Group
Ohio
$1K +$1.77K +9 New
VOYA Investment Management
96
VOYA Investment Management
Georgia
$294
BGIM
97
Brandywine Global Investment Management
Pennsylvania
-$760K -3,887 Closed
Allianz Asset Management
98
Allianz Asset Management
Germany
-$245K -1,254 Closed
Teacher Retirement System of Texas
99
Teacher Retirement System of Texas
Texas
-$65K -335 Closed
TRCT
100
Tower Research Capital (TRC)
New York
-$10K -51 Closed

NWLI Hedge Fund Activity: Q3 2016 in Review

96 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q3 2016, worth a combined $563M — up 3.4% from $545M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of NWLI and 4 opened new positions — a net loss of 1 holder — while 22 trimmed existing stakes and 48 added.

The largest buyer was Renaissance Technologies, adding an estimated $1.1M. The largest seller was Nuance Investments, cutting an estimated $4.23M.

  • 96 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q3 2016, down from 100 in Q2 2016.
  • Funds reported $563M of National Western Life Group, Inc. Class A stock for Q3 2016, up 3.4% quarter-over-quarter.
  • 4 funds opened new National Western Life Group, Inc. Class A positions in Q3 2016 and 5 closed out, a net change of -1 holder.
  • The largest National Western Life Group, Inc. Class A buyer in Q3 2016 was Renaissance Technologies, an estimated $1.1M added.
  • The largest National Western Life Group, Inc. Class A seller in Q3 2016 was Nuance Investments, an estimated $4.23M sold.

Based on aggregated 13F filings for Q3 2016.