National Western Life Group, Inc. Class A
NWLI
NWLI was delisted on the 8th of July, 2024.
102 hedge funds and large institutions have $493M invested in National Western Life Group, Inc. Class A in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 28 increasing their positions, 46 reducing their positions, and 9 closing their positions.
6% less funds holding
Funds holding: 108 → 102 (-6)
22% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 9
39% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 46
42% less capital invested
Capital invested by funds: $854M → $493M (-$361M)
75% less funds holding in top 10
Funds holding in top 10: 4 → 1 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$4.53M |
| 2 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
+$3.4M |
| 3 |
Millennium Management
New York
|
+$2.34M |
| 4 |
BIP
Brandes Investment Partners
La Jolla,
California
|
+$1.24M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
+$1.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$5.34M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$1.76M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
-$1.17M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
-$1.03M |
| 5 |
AG
Aperio Group
Sausalito,
California
|
-$1.02M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EI
101
Ellevest Inc
New York
| $1K | +$735 | +3 | New |
|
102
American Century Companies
Kansas City,
Missouri
| – | -$909K | -3,125 | Closed |
|
|
BPM
103
Bowling Portfolio Management
Cincinnati,
Ohio
| – | -$762K | -2,619 | Closed |
|
|
KCM
104
Kennedy Capital Management
St Louis,
Missouri
| – | -$640K | -2,200 | Closed |
|
|
LAM
105
Lingohr Asset Management
Duesseldorf,
Germany
| – | -$535K | -1,864 | Closed |
|
|
ECM
106
Evergreen Capital Management
Bellevue,
Washington
| – | -$324K | -1,113 | Closed |
|
107
UBS AM
Chicago,
Illinois
| – | -$255K | -877 | Closed |
|
108
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$218K | -751 | Closed |
|
|
EGM
109
Engineers Gate Manager
New York
| – | -$202K | -695 | Closed |
|
|
S
110
SignatureFD
Atlanta,
Georgia
| – | -$6K | -22 | Closed |
|
NWLI Hedge Fund Activity: Q1 2020 in Review
102 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q1 2020, worth a combined $493M — down 42% from $854M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of NWLI and 7 opened new positions — a net loss of 2 holders — while 46 trimmed existing stakes and 28 added.
The largest buyer was Wells Fargo, adding an estimated $4.53M. The largest seller was Fidelity Investments, cutting an estimated $5.34M.
- 102 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q1 2020, down from 108 in Q4 2019.
- Funds reported $493M of National Western Life Group, Inc. Class A stock for Q1 2020, down 42% quarter-over-quarter.
- 7 funds opened new National Western Life Group, Inc. Class A positions in Q1 2020 and 9 closed out, a net change of -2 holders.
- The largest National Western Life Group, Inc. Class A buyer in Q1 2020 was Wells Fargo, an estimated $4.53M added.
- The largest National Western Life Group, Inc. Class A seller in Q1 2020 was Fidelity Investments, an estimated $5.34M sold.
Based on aggregated 13F filings for Q1 2020.