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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 $528M invested in National Western Life Group, Inc. Class A in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 43 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

1% less funds holding

Funds holding: 9998 (-1)

11% less capital invested

Capital invested by funds: $593M → $528M (-$64.5M)

44% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 43

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
98
Holders Change
-1
Holders Change %
-1.01%
% of All Funds
1.98%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
9
Increased
24
Reduced
43
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
76
UBS Group
Switzerland
$166K -$183K -893 -50%
MLICM
77
Metropolitan Life Insurance Company (MetLife)
New York
$135K -$55.9K -272 -27%
BNP Paribas Financial Markets
78
BNP Paribas Financial Markets
France
$111K +$91.8K +447 +276%
Legal & General Group
79
Legal & General Group
United Kingdom
$93K -$22.2K -108 -17%
PAM
80
Panagora Asset Management
Massachusetts
$81K -$238K -1,156 -72%
US Bancorp
81
US Bancorp
Minnesota
$73K +$33.1K +161 +67%
GWM
82
Geneos Wealth Management
Colorado
$57K
Barrow, Hanley, Mewhinney & Strauss
83
Barrow, Hanley, Mewhinney & Strauss
Texas
$43K -$149K -724 -76%
Bank of Montreal
84
Bank of Montreal
Ontario, Canada
$35K -$17.5K -85 -32%
AIP
85
Ameritas Investment Partners
Nebraska
$35K
Osaic Holdings
86
Osaic Holdings
Arizona
$30K -$411 -2 -1%
Canada Life
87
Canada Life
Manitoba, Canada
$29K -$411 -2 -1%
Citigroup
88
Citigroup
New York
$27K -$129K -629 -81%
CI
89
CX Institutional
Indiana
$27K
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$22K
LJHT
91
Laurie J. Hall Trustee
$13K +$15K +73 New
POIA
92
Pin Oak Investment Advisors
Texas
$7K
Macquarie Group
93
Macquarie Group
Australia
$6K
LC
94
Lindbrook Capital
California
$2K
Millennium Management
95
Millennium Management
New York
$1.03K +$1.16M +5,651 New
PA
96
Parallel Advisors
California
$1K
ASN
97
Advisory Services Network
Georgia
$1K +$1.03K +5 New
Neuberger Berman Group
98
Neuberger Berman Group
New York
-$650K -3,200 Closed
SG Americas Securities
99
SG Americas Securities
New York
-$387K -1,905 Closed
Jane Street
100
Jane Street
New York
-$314K -1,541 Closed

NWLI Hedge Fund Activity: Q3 2020 in Review

98 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q3 2020, worth a combined $528M — down 11% from $593M a quarter earlier.

Fund positioning in NWLI was balanced in Q3 2020: 9 funds opened new positions, 9 closed out, 24 added to existing stakes and 43 trimmed.

The largest buyer was Wells Fargo, adding an estimated $2.69M. The largest seller was Shufro Rose & Co, cutting an estimated $4.22M.

  • 98 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q3 2020, down from 99 in Q2 2020.
  • Funds reported $528M of National Western Life Group, Inc. Class A stock for Q3 2020, down 11% quarter-over-quarter.
  • 9 funds opened new National Western Life Group, Inc. Class A positions in Q3 2020 and 9 closed out, a net change of 0 holders.
  • The largest National Western Life Group, Inc. Class A buyer in Q3 2020 was Wells Fargo, an estimated $2.69M added.
  • The largest National Western Life Group, Inc. Class A seller in Q3 2020 was Shufro Rose & Co, an estimated $4.22M sold.

Based on aggregated 13F filings for Q3 2020.