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NWLI

National Western Life Group, Inc. Class A

Delisted

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

98 hedge funds and large institutions have $852M invested in National Western Life Group, Inc. Class A in 2017 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 37 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 31

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

0% less capital invested

Capital invested by funds: $856M → $852M (-$3.6M)

5% less funds holding

Funds holding: 10398 (-5)

Holders
98
Holders Change
-5
Holders Change %
-4.85%
% of All Funds
2.44%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
8
Increased
37
Reduced
31
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
76
Goldman Sachs
New York
$302K -$40.9K -132 -12%
UBS Group
77
UBS Group
Switzerland
$284K -$123K -396 -30%
LA
78
Lucus Advisors
New York
$259K +$263K +850 New
Barclays
79
Barclays
United Kingdom
$250K +$245K +790 +2,324%
Legal & General Group
80
Legal & General Group
United Kingdom
$169K -$4.03K -13 -2%
Victory Capital Management
81
Victory Capital Management
Texas
$146K +$148K +479 New
SG Americas Securities
82
SG Americas Securities
New York
$117K +$119K +385 New
Canada Life
83
Canada Life
Manitoba, Canada
$96K
GWM
84
Geneos Wealth Management
Colorado
$96K
AIM
85
Acrospire Investment Management
Illinois
$77K -$209K -676 -73%
New York State Teachers Retirement System (NYSTRS)
86
New York State Teachers Retirement System (NYSTRS)
New York
$61K
Envestnet Asset Management
87
Envestnet Asset Management
Illinois
$59K +$28.2K +91 +88%
AIP
88
Ameritas Investment Partners
Nebraska
$59K +$59.8K +193 New
OAM
89
Oppenheimer Asset Management
New York
$57K +$57.9K +187 New
BNP Paribas Financial Markets
90
BNP Paribas Financial Markets
France
$54.7K -$17K -55 -23%
AG
91
Advisor Group
Arizona
$37K
LJHT
92
Laurie J. Hall Trustee
$28.3K
Bank of Montreal
93
Bank of Montreal
Ontario, Canada
$13K
US Bancorp
94
US Bancorp
Minnesota
$13K
Loomis, Sayles & Company
95
Loomis, Sayles & Company
Massachusetts
$6K
DA
96
Denali Advisors
California
$4K -$1.24K -4 -25%
LTFS
97
Ladenburg Thalmann Financial Services
Florida
$4K +$1.24K +4 +40%
QCG
98
Quadrant Capital Group
Ohio
$2K
Susquehanna International Group
99
Susquehanna International Group
Pennsylvania
-$936K -3,012 Closed
VKH
100
Virtu KCG Holdings
New York
-$280K -902 Closed

NWLI Hedge Fund Activity: Q1 2017 in Review

98 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q1 2017, worth a combined $852M — down 0.42% from $856M a quarter earlier.

Fund positioning in NWLI was balanced in Q1 2017: 8 funds opened new positions, 8 closed out, 37 added to existing stakes and 31 trimmed.

The largest buyer was BlackRock, adding an estimated $45.1M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $936K sold.

  • 98 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q1 2017, down from 103 in Q4 2016.
  • Funds reported $852M of National Western Life Group, Inc. Class A stock for Q1 2017, down 0.42% quarter-over-quarter.
  • 8 funds opened new National Western Life Group, Inc. Class A positions in Q1 2017 and 8 closed out, a net change of 0 holders.
  • The largest National Western Life Group, Inc. Class A buyer in Q1 2017 was BlackRock, an estimated $45.1M added.
  • The largest National Western Life Group, Inc. Class A seller in Q1 2017 was Susquehanna International Group, an estimated $936K sold.

Based on aggregated 13F filings for Q1 2017.