National Western Life Group, Inc. Class A
NWLI
NWLI was delisted on the 8th of July, 2024.
107 hedge funds and large institutions have $926M invested in National Western Life Group, Inc. Class A in 2018 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 37 increasing their positions, 33 reducing their positions, and 5 closing their positions.
12% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 33
4% more capital invested
Capital invested by funds: $890M → $926M (+$35.6M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
3% less funds holding
Funds holding: 110 → 107 (-3)
60% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
+$3.33M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.4M |
| 3 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$1.36M |
| 4 |
Goldman Sachs
New York
|
+$1.36M |
| 5 |
SRC
Shufro Rose & Co
New York
|
+$1.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
-$6.1M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$2.37M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$947K |
| 4 |
TBC
Tweedy, Browne Co
Stamford,
Connecticut
|
-$632K |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
-$507K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JA
101
JOYN Advisors
Atlanta,
Georgia
| $10K | – | – | – |
|
102
Loomis, Sayles & Company
Boston,
Massachusetts
| $6K | – | – | – |
|
|
DA
103
Denali Advisors
San Diego,
California
| $5K | +$964 | +3 | +25% |
|
|
LTFS
104
Ladenburg Thalmann Financial Services
Miami,
Florida
| $2K | -$1.29K | -4 | -36% |
|
|
QCG
105
Quadrant Capital Group
Cincinnati,
Ohio
| $2K | – | – | – |
|
|
RCAG
106
Rehmann Capital Advisory Group
Lansing,
Michigan
| $1.28K | +$1.29K | +4 | New |
|
|
MYIA
107
Mount Yale Investment Advisors
Denver,
Colorado
| $1K | – | – | – |
|
|
108
Norges Bank
Oslo,
Norway
| – | -$947K | -3,083 | Closed |
|
|
109
Victory Capital Management
San Antonio,
Texas
| – | -$507K | -1,650 | Closed |
|
110
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$297K | -965 | Closed |
|
111
D.E. Shaw & Co
New York
| – | -$214K | -697 | Closed |
|
|
PIA
112
Piedmont Investment Advisors
Durham,
North Carolina
| – | -$12K | -40 | Closed |
|
NWLI Hedge Fund Activity: Q3 2018 in Review
107 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q3 2018, worth a combined $926M — up 4% from $890M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of NWLI and 2 opened new positions — a net loss of 3 holders — while 33 trimmed existing stakes and 37 added.
The largest buyer was Dimensional Fund Advisors, adding an estimated $3.33M. The largest seller was Schroder Investment Management Group, cutting an estimated $6.1M.
- 107 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q3 2018, down from 110 in Q2 2018.
- Funds reported $926M of National Western Life Group, Inc. Class A stock for Q3 2018, up 4% quarter-over-quarter.
- 2 funds opened new National Western Life Group, Inc. Class A positions in Q3 2018 and 5 closed out, a net change of -3 holders.
- The largest National Western Life Group, Inc. Class A buyer in Q3 2018 was Dimensional Fund Advisors, an estimated $3.33M added.
- The largest National Western Life Group, Inc. Class A seller in Q3 2018 was Schroder Investment Management Group, an estimated $6.1M sold.
Based on aggregated 13F filings for Q3 2018.