National Western Life Group, Inc. Class A
NWLI
NWLI was delisted on the 8th of July, 2024.
98 hedge funds and large institutions have $852M invested in National Western Life Group, Inc. Class A in 2017 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 37 increasing their positions, 31 reducing their positions, and 8 closing their positions.
19% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 31
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 8
0% less capital invested
Capital invested by funds: $856M → $852M (-$3.6M)
5% less funds holding
Funds holding: 103 → 98 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$45.1M |
| 2 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$2.97M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.59M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$2.2M |
| 5 |
LSV Asset Management
Chicago,
Illinois
|
+$1.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$936K |
| 2 |
Morgan Stanley
New York
|
-$833K |
| 3 |
JP Morgan Chase
New York
|
-$801K |
| 4 |
Citigroup
New York
|
-$765K |
| 5 |
TCIM
TIAA CREF Investment Management
New York
|
-$580K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SCA
101
Secor Capital Advisors
New York
| – | -$220K | -709 | Closed |
|
102
D.E. Shaw & Co
New York
| – | -$213K | -684 | Closed |
|
103
Citadel Advisors
Miami,
Florida
| – | -$209K | -671 | Closed |
|
|
BAM
104
Brave Asset Management
Summit,
New Jersey
| – | -$202K | -650 | Closed |
|
|
FQ
105
First Quadrant
Glendale,
California
| – | -$131K | -420 | Closed |
|
|
BBHC
106
Brown Brothers Harriman & Co
New York
| – | -$5K | -17 | Closed |
|
NWLI Hedge Fund Activity: Q1 2017 in Review
98 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q1 2017, worth a combined $852M — down 0.42% from $856M a quarter earlier.
Fund positioning in NWLI was balanced in Q1 2017: 8 funds opened new positions, 8 closed out, 37 added to existing stakes and 31 trimmed.
The largest buyer was BlackRock, adding an estimated $45.1M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $936K sold.
- 98 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q1 2017, down from 103 in Q4 2016.
- Funds reported $852M of National Western Life Group, Inc. Class A stock for Q1 2017, down 0.42% quarter-over-quarter.
- 8 funds opened new National Western Life Group, Inc. Class A positions in Q1 2017 and 8 closed out, a net change of 0 holders.
- The largest National Western Life Group, Inc. Class A buyer in Q1 2017 was BlackRock, an estimated $45.1M added.
- The largest National Western Life Group, Inc. Class A seller in Q1 2017 was Susquehanna International Group, an estimated $936K sold.
Based on aggregated 13F filings for Q1 2017.