National Western Life Group, Inc. Class A
NWLI
NWLI was delisted on the 8th of July, 2024.
103 hedge funds and large institutions have $856M invested in National Western Life Group, Inc. Class A in 2016 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 39 increasing their positions, 28 reducing their positions, and 7 closing their positions.
129% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 7
52% more capital invested
Capital invested by funds: $563M → $856M (+$293M)
39% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 28
7% more funds holding
Funds holding: 96 → 103 (+7)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$2.89M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.13M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.62M |
| 4 |
Morgan Stanley
New York
|
+$1.45M |
| 5 |
Charles Schwab
San Francisco,
California
|
+$1.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NI
Nuance Investments
Kansas City,
Missouri
|
-$3.59M |
| 2 |
Renaissance Technologies
New York
|
-$1.91M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
-$1.87M |
| 4 |
RAM
RK Asset Management
Grosse Pointe Farms,
Michigan
|
-$909K |
| 5 |
SRC
Shufro Rose & Co
New York
|
-$830K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BBHC
101
Brown Brothers Harriman & Co
New York
| $5K | +$4.27K | +17 | New |
|
|
LTFS
102
Ladenburg Thalmann Financial Services
Miami,
Florida
| $3K | – | – | – |
|
|
QCG
103
Quadrant Capital Group
Cincinnati,
Ohio
| $2K | +$754 | +3 | +33% |
|
|
NI
104
Nuance Investments
Kansas City,
Missouri
| – | -$3.59M | -17,471 | Closed |
|
|
105
First Trust Advisors
Wheaton,
Illinois
| – | -$1.87M | -9,098 | Closed |
|
|
GPC
106
Glacier Peak Capital
Bellevue,
Washington
| – | -$741K | -3,609 | Closed |
|
107
Arrowstreet Capital
Boston,
Massachusetts
| – | -$595K | -2,896 | Closed |
|
108
SG Americas Securities
New York
| – | -$408K | -1,986 | Closed |
|
|
DC
109
Deere & Company
Moline,
Illinois
| – | -$280K | -1,364 | Closed |
|
110
Bessemer Group
Woodbridge,
New Jersey
| – | -$4K | -20 | Closed |
|
NWLI Hedge Fund Activity: Q4 2016 in Review
103 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q4 2016, worth a combined $856M — up 52% from $563M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new NWLI positions and 7 closed out — a net gain of 9 holders — while 39 added to existing stakes and 28 trimmed.
The largest buyer was BlackRock Fund Advisors, adding an estimated $2.89M. The largest seller was Nuance Investments, exiting entirely with an estimated $3.59M sold.
- 103 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q4 2016, up from 96 in Q3 2016.
- Funds reported $856M of National Western Life Group, Inc. Class A stock for Q4 2016, up 52% quarter-over-quarter.
- 16 funds opened new National Western Life Group, Inc. Class A positions in Q4 2016 and 7 closed out, a net change of +9 holders.
- The largest National Western Life Group, Inc. Class A buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $2.89M added.
- The largest National Western Life Group, Inc. Class A seller in Q4 2016 was Nuance Investments, an estimated $3.59M sold.
Based on aggregated 13F filings for Q4 2016.