National Western Life Group, Inc. Class A
NWLI
NWLI was delisted on the 8th of July, 2024.
106 hedge funds and large institutions have $911M invested in National Western Life Group, Inc. Class A in 2017 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 36 reducing their positions, and 6 closing their positions.
133% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 6
8% more funds holding
Funds holding: 98 → 106 (+8)
7% more capital invested
Capital invested by funds: $852M → $911M (+$59M)
3% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 36
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
+$4.55M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$2.84M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
+$2.46M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$2.44M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$1.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$3.24M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$724K |
| 3 |
Boston Partners
Boston,
Massachusetts
|
-$516K |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
-$512K |
| 5 |
MC
Menta Capital
San Francisco,
California
|
-$458K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Loomis, Sayles & Company
Boston,
Massachusetts
| $6K | – | – | – |
|
|
DA
102
Denali Advisors
San Diego,
California
| $4K | – | – | – |
|
|
LTFS
103
Ladenburg Thalmann Financial Services
Miami,
Florida
| $4K | – | – | – |
|
|
TRCT
104
Tower Research Capital (TRC)
New York
| $2K | +$1.87K | +6 | New |
|
105
SEI Investments
Oaks,
Pennsylvania
| $1K | +$935 | +3 | New |
|
106
Goldman Sachs
New York
| – | -$302K | -994 | Closed |
|
|
LA
107
Lucus Advisors
New York
| – | -$259K | -850 | Closed |
|
108
SG Americas Securities
New York
| – | -$117K | -385 | Closed |
|
109
New York State Teachers Retirement System (NYSTRS)
Albany,
New York
| – | -$61K | -200 | Closed |
|
110
Envestnet Asset Management
Chicago,
Illinois
| – | -$59K | -194 | Closed |
|
|
AG
111
Advisor Group
Phoenix,
Arizona
| – | -$37K | -120 | Closed |
|
NWLI Hedge Fund Activity: Q2 2017 in Review
106 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q2 2017, worth a combined $911M — up 6.9% from $852M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new NWLI positions and 6 closed out — a net gain of 8 holders — while 37 added to existing stakes and 36 trimmed.
The largest buyer was Renaissance Technologies, adding an estimated $4.55M. The largest seller was Ameriprise, cutting an estimated $3.24M.
- 106 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q2 2017, up from 98 in Q1 2017.
- Funds reported $911M of National Western Life Group, Inc. Class A stock for Q2 2017, up 6.9% quarter-over-quarter.
- 14 funds opened new National Western Life Group, Inc. Class A positions in Q2 2017 and 6 closed out, a net change of +8 holders.
- The largest National Western Life Group, Inc. Class A buyer in Q2 2017 was Renaissance Technologies, an estimated $4.55M added.
- The largest National Western Life Group, Inc. Class A seller in Q2 2017 was Ameriprise, an estimated $3.24M sold.
Based on aggregated 13F filings for Q2 2017.