National Western Life Group, Inc. Class A
NWLI
NWLI was delisted on the 8th of July, 2024.
105 hedge funds and large institutions have $1.01B invested in National Western Life Group, Inc. Class A in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 44 increasing their positions, 30 reducing their positions, and 7 closing their positions.
47% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 30
14% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 7
10% more capital invested
Capital invested by funds: $911M → $1.01B (+$94.5M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
1% less funds holding
Funds holding: 106 → 105 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
+$2.9M |
| 2 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
+$2.55M |
| 3 |
NI
Numeric Investors
Boston,
Massachusetts
|
+$2.39M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$1.27M |
| 5 |
BlackRock
New York
|
+$1.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
-$2.6M |
| 2 |
RAM
RK Asset Management
Grosse Pointe Farms,
Michigan
|
-$2.03M |
| 3 |
ACP
Aviance Capital Partners
Naples,
Florida
|
-$892K |
| 4 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$566K |
| 5 |
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
|
-$479K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Loomis, Sayles & Company
Boston,
Massachusetts
| $7K | – | – | – |
|
|
LTFS
102
Ladenburg Thalmann Financial Services
Miami,
Florida
| $7K | +$2.01K | +6 | +43% |
|
|
DA
103
Denali Advisors
San Diego,
California
| $4K | – | – | – |
|
|
QCG
104
Quadrant Capital Group
Cincinnati,
Ohio
| $4K | – | – | – |
|
|
105
Boston Partners
Boston,
Massachusetts
| – | -$2.6M | -8,123 | Closed |
|
|
MLICM
106
Metropolitan Life Insurance Company (MetLife)
New York
| – | -$479K | -1,498 | Closed |
|
107
Citadel Advisors
Miami,
Florida
| – | -$352K | -1,102 | Closed |
|
|
LCM
108
Laurion Capital Management
New York
| – | -$258K | -808 | Closed |
|
|
AIM
109
Acrospire Investment Management
Chicago,
Illinois
| – | -$42K | -131 | Closed |
|
|
MCM
110
McKinley Capital Management
Anchorage,
Alaska
| – | -$42K | -131 | Closed |
|
|
PAM
111
Panagora Asset Management
Boston,
Massachusetts
| – | -$10K | -31 | Closed |
|
|
CIM
112
Contravisory Investment Management
Norwell,
Massachusetts
| – | +$336 | +1 | New |
|
NWLI Hedge Fund Activity: Q3 2017 in Review
105 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q3 2017, worth a combined $1.01B — up 10% from $911M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new NWLI positions and 7 closed out — a net gain of 1 holder — while 44 added to existing stakes and 30 trimmed.
The largest buyer was AQR Capital Management, adding an estimated $2.9M. The largest seller was Boston Partners, exiting entirely with an estimated $2.6M sold.
- 105 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q3 2017, down from 106 in Q2 2017.
- Funds reported $1.01B of National Western Life Group, Inc. Class A stock for Q3 2017, up 10% quarter-over-quarter.
- 8 funds opened new National Western Life Group, Inc. Class A positions in Q3 2017 and 7 closed out, a net change of +1 holder.
- The largest National Western Life Group, Inc. Class A buyer in Q3 2017 was AQR Capital Management, an estimated $2.9M added.
- The largest National Western Life Group, Inc. Class A seller in Q3 2017 was Boston Partners, an estimated $2.6M sold.
Based on aggregated 13F filings for Q3 2017.