We are live on ! Find out more
NWLI

National Western Life Group, Inc. Class A

Delisted

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

102 hedge funds and large institutions have $600M invested in National Western Life Group, Inc. Class A in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 41 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

2% less capital invested

Capital invested by funds: $610M → $600M (-$10.2M)

2% less funds holding

Funds holding: 104102 (-2)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

32% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 41

Holders
102
Holders Change
-2
Holders Change %
-1.92%
% of All Funds
1.61%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
8
Increased
28
Reduced
41
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
76
Legal & General Group
United Kingdom
$205K
BNP Paribas Financial Markets
77
BNP Paribas Financial Markets
France
$141K -$139K -652 -49%
EP
78
Elkhorn Partners
Nebraska
$105K +$10.7K +50 +11%
Barclays
79
Barclays
United Kingdom
$90K -$573K -2,685 -86%
NFSG
80
Newbridge Financial Services Group
Florida
$71K +$72.2K +338 New
GWM
81
Geneos Wealth Management
Colorado
$66K
AB
82
Amalgamated Bank
New York
$65K +$65.8K +308 New
AF
83
Amalgamated Financial
New York
$65K +$65.8K +308 New
Citigroup
84
Citigroup
New York
$62K -$78.1K -366 -55%
TRCT
85
Tower Research Capital (TRC)
New York
$58K +$25K +117 +75%
AIP
86
Ameritas Investment Partners
Nebraska
$41K
AA
87
Ancora Advisors
Ohio
$36K
Canada Life
88
Canada Life
Manitoba, Canada
$35K
MLICM
89
Metropolitan Life Insurance Company (MetLife)
New York
$33.5K -$125K -585 -79%
UBS Group
90
UBS Group
Switzerland
$28K -$202K -948 -88%
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$21K
LJHT
92
Laurie J. Hall Trustee
$15K
Barrow, Hanley, Mewhinney & Strauss
93
Barrow, Hanley, Mewhinney & Strauss
Texas
$12K -$122K -570 -91%
POIA
94
Pin Oak Investment Advisors
Texas
$8K
LC
95
Lindbrook Capital
California
$8K +$7.9K +37 New
C
96
Covestor
United Kingdom
$7K +$1.92K +9 +39%
WT
97
Whittier Trust
California
$4K
Osaic Holdings
98
Osaic Holdings
Arizona
$3K
CWC
99
Carolinas Wealth Consulting
North Carolina
$2K
Macquarie Group
100
Macquarie Group
Australia
$4

NWLI Hedge Fund Activity: Q1 2022 in Review

102 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q1 2022, worth a combined $600M — down 1.7% from $610M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of NWLI and 8 opened new positions — a net loss of 2 holders — while 41 trimmed existing stakes and 28 added.

The largest buyer was M3F Inc, opening a new position worth an estimated $6.63M. The largest seller was HRT Financial, cutting an estimated $1.41M.

  • 102 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q1 2022, down from 104 in Q4 2021.
  • Funds reported $600M of National Western Life Group, Inc. Class A stock for Q1 2022, down 1.7% quarter-over-quarter.
  • 8 funds opened new National Western Life Group, Inc. Class A positions in Q1 2022 and 10 closed out, a net change of -2 holders.
  • The largest National Western Life Group, Inc. Class A buyer in Q1 2022 was M3F Inc, an estimated $6.63M added.
  • The largest National Western Life Group, Inc. Class A seller in Q1 2022 was HRT Financial, an estimated $1.41M sold.

Based on aggregated 13F filings for Q1 2022.