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NWLI

National Western Life Group, Inc. Class A

Delisted

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

114 hedge funds and large institutions have $759M invested in National Western Life Group, Inc. Class A in 2022 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 30 increasing their positions, 38 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 7

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

58% more capital invested

Capital invested by funds: $479M → $759M (+$280M)

16% more funds holding

Funds holding: 98114 (+16)

21% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 38

Holders
114
Holders Change
+16
Holders Change %
+16.33%
% of All Funds
1.83%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
24
Increased
30
Reduced
38
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SG Americas Securities
76
SG Americas Securities
New York
$232K +$24.3K +114 +16%
FMTC
77
Farmers & Merchants Trust Company
California
$230K +$175K +820 New
LSV Asset Management
78
LSV Asset Management
Illinois
$225K
SOW
79
State of Wyoming
Wyoming
$217K +$26.7K +125 +19%
LPL Financial
80
LPL Financial
California
$215K +$163K +765 New
Barclays
81
Barclays
United Kingdom
$172K +$110K +515 +536%
Wells Fargo
82
Wells Fargo
California
$105K -$3.41K -16 -4%
AB
83
Amalgamated Bank
New York
$90K
CA
84
CoreCap Advisors
Michigan
$88.5K +$67.2K +315 New
Rockefeller Capital Management
85
Rockefeller Capital Management
New York
$72K +$44.4K +208 +416%
Dimensional Fund Advisors
86
Dimensional Fund Advisors
Texas
$63.8K -$167K -782 -0.3%
AIP
87
Ameritas Investment Partners
Nebraska
$51.9K
GCM
88
Gladius Capital Management
Illinois
$50.6K -$5.12K -24 -12%
AA
89
Ancora Advisors
Ohio
$48K
MLICM
90
Metropolitan Life Insurance Company (MetLife)
New York
$44.7K
Canada Life
91
Canada Life
Manitoba, Canada
$44K
Citigroup
92
Citigroup
New York
$41.6K +$1.92K +9 +6%
EP
93
Elkhorn Partners
Nebraska
$28K -$149K -700 -88%
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$28K
US Bancorp
95
US Bancorp
Minnesota
$23.6K +$17.9K +84 New
LJHT
96
Laurie J. Hall Trustee
$21K
QT
97
Quantbot Technologies
New York
$18K +$13.6K +64 New
Barrow, Hanley, Mewhinney & Strauss
98
Barrow, Hanley, Mewhinney & Strauss
Texas
$15.5K
LC
99
Lindbrook Capital
California
$11.8K +$2.77K +13 +45%
TRCT
100
Tower Research Capital (TRC)
New York
$11K -$6.82K -32 -44%

NWLI Hedge Fund Activity: Q4 2022 in Review

114 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q4 2022, worth a combined $759M — up 58% from $479M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new NWLI positions and 7 closed out — a net gain of 17 holders — while 30 added to existing stakes and 38 trimmed.

The largest buyer was BlackRock, adding an estimated $926K. The largest seller was Cooke & Bieler, cutting an estimated $8.34M.

  • 114 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q4 2022, up from 98 in Q3 2022.
  • Funds reported $759M of National Western Life Group, Inc. Class A stock for Q4 2022, up 58% quarter-over-quarter.
  • 24 funds opened new National Western Life Group, Inc. Class A positions in Q4 2022 and 7 closed out, a net change of +17 holders.
  • The largest National Western Life Group, Inc. Class A buyer in Q4 2022 was BlackRock, an estimated $926K added.
  • The largest National Western Life Group, Inc. Class A seller in Q4 2022 was Cooke & Bieler, an estimated $8.34M sold.

Based on aggregated 13F filings for Q4 2022.