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NWLI

National Western Life Group, Inc. Class A

Delisted

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

104 hedge funds and large institutions have $610M invested in National Western Life Group, Inc. Class A in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 41 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

7% more funds holding

Funds holding: 97104 (+7)

1% more capital invested

Capital invested by funds: $606M → $610M (+$3.94M)

29% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 41

Holders
104
Holders Change
+7
Holders Change %
+7.22%
% of All Funds
1.6%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
12
Increased
29
Reduced
41
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MIM
76
MetLife Investment Management
New Jersey
$223K
BPA
77
Beacon Pointe Advisors
California
$214K +$218K +1,000 New
Two Sigma Advisers
78
Two Sigma Advisers
New York
$214K +$218K +1,000 New
Two Sigma Investments
79
Two Sigma Investments
New York
$213K -$172K -790 -44%
Tudor Investment Corp
80
Tudor Investment Corp
Connecticut
$211K -$85.5K -393 -29%
Legal & General Group
81
Legal & General Group
United Kingdom
$209K
SG Americas Securities
82
SG Americas Securities
New York
$184K -$187K -859 -50%
MLICM
83
Metropolitan Life Insurance Company (MetLife)
New York
$160K
Citigroup
84
Citigroup
New York
$142K +$68.5K +315 +91%
Barrow, Hanley, Mewhinney & Strauss
85
Barrow, Hanley, Mewhinney & Strauss
Texas
$134K +$124K +571 +1,057%
EP
86
Elkhorn Partners
Nebraska
$96K
GWM
87
Geneos Wealth Management
Colorado
$67K
AIP
88
Ameritas Investment Partners
Nebraska
$41K
AA
89
Ancora Advisors
Ohio
$36K +$37K +170 New
Canada Life
90
Canada Life
Manitoba, Canada
$34K
TRCT
91
Tower Research Capital (TRC)
New York
$33K +$4.57K +21 +15%
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$21K +$21.3K +98 New
LJHT
93
Laurie J. Hall Trustee
$16K
POIA
94
Pin Oak Investment Advisors
Texas
$8K
Macquarie Group
95
Macquarie Group
Australia
$5K
C
96
Covestor
United Kingdom
$5K +$5K +23 New
Osaic Holdings
97
Osaic Holdings
Arizona
$4K -$21.3K -98 -87%
WT
98
Whittier Trust
California
$4K +$4.35K +20 New
CWC
99
Carolinas Wealth Consulting
North Carolina
$2K
SFM
100
Signet Financial Management
New Jersey
$2K +$1.96K +9 New

NWLI Hedge Fund Activity: Q4 2021 in Review

104 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q4 2021, worth a combined $610M — up 0.65% from $606M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new NWLI positions and 4 closed out — a net gain of 8 holders — while 29 added to existing stakes and 41 trimmed.

The largest buyer was Vanguard Group, adding an estimated $794K. The largest seller was Wells Fargo, cutting an estimated $18.7M.

  • 104 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q4 2021, up from 97 in Q3 2021.
  • Funds reported $610M of National Western Life Group, Inc. Class A stock for Q4 2021, up 0.65% quarter-over-quarter.
  • 12 funds opened new National Western Life Group, Inc. Class A positions in Q4 2021 and 4 closed out, a net change of +8 holders.
  • The largest National Western Life Group, Inc. Class A buyer in Q4 2021 was Vanguard Group, an estimated $794K added.
  • The largest National Western Life Group, Inc. Class A seller in Q4 2021 was Wells Fargo, an estimated $18.7M sold.

Based on aggregated 13F filings for Q4 2021.