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NWLI

National Western Life Group, Inc. Class A

Delisted

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

94 hedge funds and large institutions have $736M invested in National Western Life Group, Inc. Class A in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 27 increasing their positions, 38 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

23% more capital invested

Capital invested by funds: $599M → $736M (+$136M)

2% less funds holding

Funds holding: 9694 (-2)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

29% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 38

Holders
94
Holders Change
-2
Holders Change %
-2.08%
% of All Funds
1.65%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
6
Increased
27
Reduced
38
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MLICM
76
Metropolitan Life Insurance Company (MetLife)
New York
$185K
UBS Group
77
UBS Group
Switzerland
$179K -$16.5K -77 -10%
Legal & General Group
78
Legal & General Group
United Kingdom
$135K +$6.65K +31 +6%
Russell Investments Group
79
Russell Investments Group
United Kingdom
$118K -$59.6K -278 -37%
GWM
80
Geneos Wealth Management
Colorado
$72K
AIP
81
Ameritas Investment Partners
Nebraska
$48K
TRCT
82
Tower Research Capital (TRC)
New York
$41K -$188K -877 -84%
Canada Life
83
Canada Life
Manitoba, Canada
$39K
CI
84
CX Institutional
Indiana
$37K
Osaic Holdings
85
Osaic Holdings
Arizona
$27K -$4.29K -20 -16%
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$22K
Bank of Montreal
87
Bank of Montreal
Ontario, Canada
$18K -$83.5K -389 -84%
Barrow, Hanley, Mewhinney & Strauss
88
Barrow, Hanley, Mewhinney & Strauss
Texas
$18K -$3.43K -16 -18%
LJHT
89
Laurie J. Hall Trustee
$18K
POIA
90
Pin Oak Investment Advisors
Texas
$9K
Macquarie Group
91
Macquarie Group
Australia
$5K -$2.15K -10 -32%
US Bancorp
92
US Bancorp
Minnesota
$1K -$17.6K -82 -93%
AIG
93
American International Group
New York
$373 +$858 +4 +0.3%
Axa
94
Axa
France
-$516K -2,500 Closed
Squarepoint
95
Squarepoint
New York
-$297K -1,438 Closed
BPA
96
Beacon Pointe Advisors
California
-$206K -1,000 Closed
State of Wisconsin Investment Board
97
State of Wisconsin Investment Board
Wisconsin
-$206K -1,000 Closed
Acadian Asset Management
98
Acadian Asset Management
Massachusetts
-$147K -712 Closed
SG Americas Securities
99
SG Americas Securities
New York
-$130K -632 Closed
ASN
100
Advisory Services Network
Georgia
-$1K -5 Closed

NWLI Hedge Fund Activity: Q1 2021 in Review

94 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q1 2021, worth a combined $736M — up 23% from $599M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of NWLI and 6 opened new positions — a net loss of 1 holder — while 38 trimmed existing stakes and 27 added.

The largest buyer was Brandes Investment Partners, adding an estimated $5.02M. The largest seller was Tweedy, Browne Co, cutting an estimated $3.82M.

  • 94 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q1 2021, down from 96 in Q4 2020.
  • Funds reported $736M of National Western Life Group, Inc. Class A stock for Q1 2021, up 23% quarter-over-quarter.
  • 6 funds opened new National Western Life Group, Inc. Class A positions in Q1 2021 and 7 closed out, a net change of -1 holder.
  • The largest National Western Life Group, Inc. Class A buyer in Q1 2021 was Brandes Investment Partners, an estimated $5.02M added.
  • The largest National Western Life Group, Inc. Class A seller in Q1 2021 was Tweedy, Browne Co, an estimated $3.82M sold.

Based on aggregated 13F filings for Q1 2021.