National Western Life Group, Inc. Class A
NWLI
NWLI was delisted on the 8th of July, 2024.
99 hedge funds and large institutions have $593M invested in National Western Life Group, Inc. Class A in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 40 increasing their positions, 36 reducing their positions, and 11 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
20% more capital invested
Capital invested by funds: $493M → $593M (+$99.6M)
11% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 36
3% less funds holding
Funds holding: 102 → 99 (-3)
27% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$10.3M |
| 2 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
+$4.66M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$4.62M |
| 4 |
APCM
Arbiter Partners Capital Management
New York
|
+$1.9M |
| 5 |
BlackRock
New York
|
+$1.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$5.46M |
| 2 |
FWSM
First Wilshire Securities Management
Pasadena,
California
|
-$5.18M |
| 3 |
Millennium Management
New York
|
-$1.64M |
| 4 |
Renaissance Technologies
New York
|
-$972K |
| 5 |
MAM
Martingale Asset Management
Boston,
Massachusetts
|
-$896K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Bessemer Group
Woodbridge,
New Jersey
| – | -$413K | -2,400 | Closed |
|
|
FMTC
102
Farmers & Merchants Trust Company
Long Beach,
California
| – | -$224K | -1,300 | Closed |
|
103
VOYA Investment Management
Atlanta,
Georgia
| – | -$209K | -1,217 | Closed |
|
|
AWM
104
Atticus Wealth Management
Palm Beach Gardens,
Florida
| – | -$17K | -100 | Closed |
|
|
CCM
105
Covington Capital Management
Los Angeles,
California
| – | -$10K | -60 | Closed |
|
|
QCG
106
Quadrant Capital Group
Cincinnati,
Ohio
| – | -$3K | -12 | Closed |
|
|
ASN
107
Advisory Services Network
Atlanta,
Georgia
| – | -$1K | -5 | Closed |
|
|
IA
108
IFP Advisors
Tampa,
Florida
| – | -$953 | -5 | Closed |
|
|
EI
109
Ellevest Inc
New York
| – | -$1K | -3 | Closed |
|
NWLI Hedge Fund Activity: Q2 2020 in Review
99 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q2 2020, worth a combined $593M — up 20% from $493M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of NWLI and 8 opened new positions — a net loss of 3 holders — while 36 trimmed existing stakes and 40 added.
The largest buyer was Vanguard Group, adding an estimated $10.3M. The largest seller was Fidelity Investments, cutting an estimated $5.46M.
- 99 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q2 2020, down from 102 in Q1 2020.
- Funds reported $593M of National Western Life Group, Inc. Class A stock for Q2 2020, up 20% quarter-over-quarter.
- 8 funds opened new National Western Life Group, Inc. Class A positions in Q2 2020 and 11 closed out, a net change of -3 holders.
- The largest National Western Life Group, Inc. Class A buyer in Q2 2020 was Vanguard Group, an estimated $10.3M added.
- The largest National Western Life Group, Inc. Class A seller in Q2 2020 was Fidelity Investments, an estimated $5.46M sold.
Based on aggregated 13F filings for Q2 2020.