National Western Life Group, Inc. Class A
NWLI
NWLI was delisted on the 8th of July, 2024.
94 hedge funds and large institutions have $376M invested in National Western Life Group, Inc. Class A in 2016 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 33 increasing their positions, 30 reducing their positions, and 9 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
10% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 30
1% less funds holding
Funds holding: 95 → 94 (-1)
11% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 9
16% less capital invested
Capital invested by funds: $447M → $376M (-$71.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCCM
Blue Clay Capital Management
Minneapolis,
Minnesota
|
+$8.01M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$4.61M |
| 3 |
NI
Nuance Investments
Kansas City,
Missouri
|
+$2.34M |
| 4 |
RAM
RK Asset Management
Grosse Pointe Farms,
Michigan
|
+$1.35M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
-$43.6M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$3.98M |
| 3 |
FWSM
First Wilshire Securities Management
Pasadena,
California
|
-$2.07M |
| 4 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$1.26M |
| 5 |
WBC
Westpac Banking Corp
Sydney,
Australia
|
-$949K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
HighTower Advisors
Chicago,
Illinois
| – | -$252K | -956 | Closed |
|
|
TRCT
102
Tower Research Capital (TRC)
New York
| – | -$32K | -128 | Closed |
|
103
US Bancorp
Minneapolis,
Minnesota
| – | -$3K | -10 | Closed |
|
NWLI Hedge Fund Activity: Q1 2016 in Review
94 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q1 2016, worth a combined $376M — down 16% from $447M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of NWLI and 8 opened new positions — a net loss of 1 holder — while 30 trimmed existing stakes and 33 added.
The largest buyer was Blue Clay Capital Management, opening a new position worth an estimated $8.01M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $43.6M sold.
- 94 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q1 2016, down from 95 in Q4 2015.
- Funds reported $376M of National Western Life Group, Inc. Class A stock for Q1 2016, down 16% quarter-over-quarter.
- 8 funds opened new National Western Life Group, Inc. Class A positions in Q1 2016 and 9 closed out, a net change of -1 holder.
- The largest National Western Life Group, Inc. Class A buyer in Q1 2016 was Blue Clay Capital Management, an estimated $8.01M added.
- The largest National Western Life Group, Inc. Class A seller in Q1 2016 was Balyasny Asset Management, an estimated $43.6M sold.
Based on aggregated 13F filings for Q1 2016.