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NWLI

National Western Life Group, Inc. Class A

Delisted

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

116 hedge funds and large institutions have $1.31B invested in National Western Life Group, Inc. Class A in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 31 increasing their positions, 47 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $1.24B → $1.31B (+$73M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

1% less funds holding

Funds holding: 117116 (-1)

34% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 47

Holders
116
Holders Change
-1
Holders Change %
-0.85%
% of All Funds
1.84%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
11
Increased
31
Reduced
47
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
76
Barclays
United Kingdom
$353K -$39.6K -90 -10%
SO
77
STRS Ohio
Ohio
$349K
Wells Fargo
78
Wells Fargo
California
$338K -$149K -340 -31%
WG
79
Winton Group
United Kingdom
$332K +$334K +759 New
II
80
Inspire Investing
Idaho
$309K -$23.3K -53 -7%
LSV Asset Management
81
LSV Asset Management
Illinois
$306K
AG
82
Algert Global
California
$286K
State Board of Administration of Florida Retirement System
83
State Board of Administration of Florida Retirement System
Florida
$284K
UBS Group
84
UBS Group
Switzerland
$280K -$410K -933 -59%
ASRS
85
Arizona State Retirement System
Arizona
$278K -$17.6K -40 -6%
Mackenzie Financial
86
Mackenzie Financial
Ontario, Canada
$277K -$237K -540 -45%
DA
87
Denali Advisors
California
$262K -$791K -1,800 -75%
Assenagon Asset Management
88
Assenagon Asset Management
Luxembourg
$225K +$226K +514 New
FFBTD
89
First Financial Bank - Trust Division
Ohio
$219K
SOW
90
State of Wyoming
Wyoming
$200K -$265K -604 -57%
Canada Life
91
Canada Life
Manitoba, Canada
$102K +$69K +157 +204%
AB
92
Amalgamated Bank
New York
$98K
AIP
93
Ameritas Investment Partners
Nebraska
$98K +$13.6K +31 +16%
EP
94
Elkhorn Partners
Nebraska
$61K -$8.35K -19 -12%
Citigroup
95
Citigroup
New York
$59.1K -$405K -922 -87%
AA
96
Ancora Advisors
Ohio
$59.1K
MLICM
97
Metropolitan Life Insurance Company (MetLife)
New York
$56.4K
US Bancorp
98
US Bancorp
Minnesota
$50.3K -$5.71K -13 -10%
Osaic Holdings
99
Osaic Holdings
Arizona
$35.4K +$6.59K +15 +23%
TRCT
100
Tower Research Capital (TRC)
New York
$33.2K -$56.3K -128 -63%

NWLI Hedge Fund Activity: Q3 2023 in Review

116 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q3 2023, worth a combined $1.31B — up 5.9% from $1.24B a quarter earlier.

Fund positioning in NWLI was balanced in Q3 2023: 11 funds opened new positions, 11 closed out, 31 added to existing stakes and 47 trimmed.

The largest buyer was Continental General Insurance Company, adding an estimated $40.2M. The largest seller was Fidelity Investments, cutting an estimated $11.4M.

  • 116 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q3 2023, down from 117 in Q2 2023.
  • Funds reported $1.31B of National Western Life Group, Inc. Class A stock for Q3 2023, up 5.9% quarter-over-quarter.
  • 11 funds opened new National Western Life Group, Inc. Class A positions in Q3 2023 and 11 closed out, a net change of 0 holders.
  • The largest National Western Life Group, Inc. Class A buyer in Q3 2023 was Continental General Insurance Company, an estimated $40.2M added.
  • The largest National Western Life Group, Inc. Class A seller in Q3 2023 was Fidelity Investments, an estimated $11.4M sold.

Based on aggregated 13F filings for Q3 2023.