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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 $569M invested in National Western Life Group, Inc. Class A in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 42 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

2% more funds holding

Funds holding: 102104 (+2)

5% less capital invested

Capital invested by funds: $600M → $569M (-$30.8M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

26% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 42

Holders
104
Holders Change
+2
Holders Change %
+1.96%
% of All Funds
1.75%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
10
Increased
31
Reduced
42
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EP
76
Elkhorn Partners
Nebraska
$128K +$26.6K +130 +26%
Wells Fargo
77
Wells Fargo
California
$93K -$201K -981 -68%
SOW
78
State of Wyoming
Wyoming
$83K +$83.5K +408 New
NFSG
79
Newbridge Financial Services Group
Florida
$69K
GWM
80
Geneos Wealth Management
Colorado
$65K
AB
81
Amalgamated Bank
New York
$54K -$9K -44 -14%
Citigroup
82
Citigroup
New York
$46K -$13.9K -68 -23%
AIP
83
Ameritas Investment Partners
Nebraska
$39K
AA
84
Ancora Advisors
Ohio
$34K
MLICM
85
Metropolitan Life Insurance Company (MetLife)
New York
$32.2K
Canada Life
86
Canada Life
Manitoba, Canada
$32K
CI
87
CX Institutional
Indiana
$30K +$30.7K +150 New
UBS Group
88
UBS Group
Switzerland
$28K +$819 +4 +3%
Barclays
89
Barclays
United Kingdom
$23K -$64.3K -314 -73%
TRCT
90
Tower Research Capital (TRC)
New York
$22K -$34.2K -167 -61%
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$20K
LJHT
92
Laurie J. Hall Trustee
$15K
Barrow, Hanley, Mewhinney & Strauss
93
Barrow, Hanley, Mewhinney & Strauss
Texas
$11K
Rockefeller Capital Management
94
Rockefeller Capital Management
New York
$11K +$11.9K +58 New
POIA
95
Pin Oak Investment Advisors
Texas
$7K
C
96
Covestor
United Kingdom
$6K -$409 -2 -6%
PA
97
Parallel Advisors
California
$6K +$5.93K +29 +1,450%
Macquarie Group
98
Macquarie Group
Australia
$4K
WT
99
Whittier Trust
California
$4K
Osaic Holdings
100
Osaic Holdings
Arizona
$3K

NWLI Hedge Fund Activity: Q2 2022 in Review

104 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q2 2022, worth a combined $569M — down 5.1% from $600M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new NWLI positions and 6 closed out — a net gain of 4 holders — while 31 added to existing stakes and 42 trimmed.

The largest buyer was Brandes Investment Partners, adding an estimated $6.55M. The largest seller was BlackRock, cutting an estimated $1.93M.

  • 104 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q2 2022, up from 102 in Q1 2022.
  • Funds reported $569M of National Western Life Group, Inc. Class A stock for Q2 2022, down 5.1% quarter-over-quarter.
  • 10 funds opened new National Western Life Group, Inc. Class A positions in Q2 2022 and 6 closed out, a net change of +4 holders.
  • The largest National Western Life Group, Inc. Class A buyer in Q2 2022 was Brandes Investment Partners, an estimated $6.55M added.
  • The largest National Western Life Group, Inc. Class A seller in Q2 2022 was BlackRock, an estimated $1.93M sold.

Based on aggregated 13F filings for Q2 2022.