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NWLI

National Western Life Group, Inc. Class A

Delisted

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

107 hedge funds and large institutions have $926M invested in National Western Life Group, Inc. Class A in 2018 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 37 increasing their positions, 33 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 33

4% more capital invested

Capital invested by funds: $890M → $926M (+$35.6M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less funds holding

Funds holding: 110107 (-3)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
107
Holders Change
-3
Holders Change %
-2.73%
% of All Funds
2.45%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
2
Increased
37
Reduced
33
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
76
JP Morgan Chase
New York
$346K -$40.8K -127 -11%
MIM
77
MetLife Investment Management
New Jersey
$336K
Allianz Asset Management
78
Allianz Asset Management
Germany
$330K
Two Sigma Investments
79
Two Sigma Investments
New York
$328K -$463K -1,439 -58%
BIM
80
Bogle Investment Management
Massachusetts
$324K +$326K +1,014 New
Barclays
81
Barclays
United Kingdom
$302K +$154K +480 +103%
ZCM
82
Zebra Capital Management
Connecticut
$293K -$223K -694 -43%
SG Americas Securities
83
SG Americas Securities
New York
$288K +$165K +514 +132%
Brown Advisory
84
Brown Advisory
Maryland
$287K
AssetMark Inc
85
AssetMark Inc
California
$286K +$2.57K +8 +0.9%
Citigroup
86
Citigroup
New York
$250K -$47.2K -147 -16%
RR
87
Robotti Robert
$232K
MLICM
88
Metropolitan Life Insurance Company (MetLife)
New York
$232K
VRS
89
Virginia Retirement Systems
Virginia
$223K
TRCT
90
Tower Research Capital (TRC)
New York
$128K +$5.79K +18 +5%
Legal & General Group
91
Legal & General Group
United Kingdom
$118K
SEI Investments
92
SEI Investments
Pennsylvania
$102K -$57.2K -178 -33%
Canada Life
93
Canada Life
Manitoba, Canada
$101K
GWM
94
Geneos Wealth Management
Colorado
$100K
AIP
95
Ameritas Investment Partners
Nebraska
$62K
CT
96
CPF Texas
Texas
$48K
BNP Paribas Financial Markets
97
BNP Paribas Financial Markets
France
$39.3K -$29.6K -92 -43%
US Bancorp
98
US Bancorp
Minnesota
$33K
MRCM
99
M&R Capital Management
New Jersey
$31K
LJHT
100
Laurie J. Hall Trustee
$30K

NWLI Hedge Fund Activity: Q3 2018 in Review

107 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q3 2018, worth a combined $926M — up 4% from $890M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of NWLI and 2 opened new positions — a net loss of 3 holders — while 33 trimmed existing stakes and 37 added.

The largest buyer was Dimensional Fund Advisors, adding an estimated $3.33M. The largest seller was Schroder Investment Management Group, cutting an estimated $6.1M.

  • 107 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q3 2018, down from 110 in Q2 2018.
  • Funds reported $926M of National Western Life Group, Inc. Class A stock for Q3 2018, up 4% quarter-over-quarter.
  • 2 funds opened new National Western Life Group, Inc. Class A positions in Q3 2018 and 5 closed out, a net change of -3 holders.
  • The largest National Western Life Group, Inc. Class A buyer in Q3 2018 was Dimensional Fund Advisors, an estimated $3.33M added.
  • The largest National Western Life Group, Inc. Class A seller in Q3 2018 was Schroder Investment Management Group, an estimated $6.1M sold.

Based on aggregated 13F filings for Q3 2018.