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NWLI

National Western Life Group, Inc. Class A

Delisted

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

99 hedge funds and large institutions have $593M invested in National Western Life Group, Inc. Class A in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 40 increasing their positions, 36 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

20% more capital invested

Capital invested by funds: $493M → $593M (+$99.6M)

11% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 36

3% less funds holding

Funds holding: 10299 (-3)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

Holders
99
Holders Change
-3
Holders Change %
-2.94%
% of All Funds
2.03%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
8
Increased
40
Reduced
36
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BPA
76
Beacon Pointe Advisors
California
$203K +$191K +1,000 New
D.E. Shaw & Co
77
D.E. Shaw & Co
New York
$203K +$191K +1,000 New
Barrow, Hanley, Mewhinney & Strauss
78
Barrow, Hanley, Mewhinney & Strauss
Texas
$195K -$31.5K -165 -15%
Citigroup
79
Citigroup
New York
$158K +$6.48K +34 +5%
Legal & General Group
80
Legal & General Group
United Kingdom
$125K +$8.39K +44 +8%
TRCT
81
Tower Research Capital (TRC)
New York
$114K +$73.6K +386 +223%
RA
82
Royce & Associates
New York
$58K +$9.15K +48 +20%
GWM
83
Geneos Wealth Management
Colorado
$57K
Bank of Montreal
84
Bank of Montreal
Ontario, Canada
$50K +$38.9K +204 +319%
US Bancorp
85
US Bancorp
Minnesota
$49K +$2.1K +11 +5%
AIP
86
Ameritas Investment Partners
Nebraska
$39K
Osaic Holdings
87
Osaic Holdings
Arizona
$34K -$3.81K -20 -10%
BNP Paribas Financial Markets
88
BNP Paribas Financial Markets
France
$32.9K -$113K -591 -78%
Canada Life
89
Canada Life
Manitoba, Canada
$32K +$191 +1 +0.6%
CI
90
CX Institutional
Indiana
$30K
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$22K
Federated Hermes
92
Federated Hermes
Pennsylvania
$13K -$1.14K -6 -9%
AF
93
Allworth Financial
California
$13K +$12.6K +66 New
EWM
94
Edge Wealth Management
New York
$10K
POIA
95
Pin Oak Investment Advisors
Texas
$8K
Macquarie Group
96
Macquarie Group
Australia
$6K +$5.91K +31 New
LC
97
Lindbrook Capital
California
$2K +$381 +2 +22%
PA
98
Parallel Advisors
California
$1K -$1.33K -7 -58%
FWSM
99
First Wilshire Securities Management
California
-$5.18M -30,111 Closed
Millennium Management
100
Millennium Management
New York
-$1.64M -9,542 Closed

NWLI Hedge Fund Activity: Q2 2020 in Review

99 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q2 2020, worth a combined $593M — up 20% from $493M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of NWLI and 8 opened new positions — a net loss of 3 holders — while 36 trimmed existing stakes and 40 added.

The largest buyer was Vanguard Group, adding an estimated $10.3M. The largest seller was Fidelity Investments, cutting an estimated $5.46M.

  • 99 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q2 2020, down from 102 in Q1 2020.
  • Funds reported $593M of National Western Life Group, Inc. Class A stock for Q2 2020, up 20% quarter-over-quarter.
  • 8 funds opened new National Western Life Group, Inc. Class A positions in Q2 2020 and 11 closed out, a net change of -3 holders.
  • The largest National Western Life Group, Inc. Class A buyer in Q2 2020 was Vanguard Group, an estimated $10.3M added.
  • The largest National Western Life Group, Inc. Class A seller in Q2 2020 was Fidelity Investments, an estimated $5.46M sold.

Based on aggregated 13F filings for Q2 2020.