National Western Life Group, Inc. Class A
NWLI
NWLI was delisted on the 8th of July, 2024.
98 hedge funds and large institutions have $528M invested in National Western Life Group, Inc. Class A in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 43 reducing their positions, and 9 closing their positions.
0% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 9
1% less funds holding
Funds holding: 99 → 98 (-1)
11% less capital invested
Capital invested by funds: $593M → $528M (-$64.5M)
44% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 43
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$2.69M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$1.25M |
| 3 |
Millennium Management
New York
|
+$1.16M |
| 4 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
+$1.01M |
| 5 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
+$614K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SRC
Shufro Rose & Co
New York
|
-$4.22M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$2.36M |
| 3 |
Renaissance Technologies
New York
|
-$1.29M |
| 4 |
BlackRock
New York
|
-$959K |
| 5 |
Neuberger Berman Group
New York
|
-$650K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
T. Rowe Price Associates
Baltimore,
Maryland
| – | -$249K | -1,225 | Closed |
|
|
BPA
102
Beacon Pointe Advisors
Newport Beach,
California
| – | -$203K | -1,000 | Closed |
|
|
RA
103
Royce & Associates
New York
| – | -$58K | -286 | Closed |
|
|
AF
104
Allworth Financial
Folsom,
California
| – | -$13K | -66 | Closed |
|
105
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$13K | -64 | Closed |
|
|
EWM
106
Edge Wealth Management
New York
| – | -$10K | -50 | Closed |
|
NWLI Hedge Fund Activity: Q3 2020 in Review
98 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q3 2020, worth a combined $528M — down 11% from $593M a quarter earlier.
Fund positioning in NWLI was balanced in Q3 2020: 9 funds opened new positions, 9 closed out, 24 added to existing stakes and 43 trimmed.
The largest buyer was Wells Fargo, adding an estimated $2.69M. The largest seller was Shufro Rose & Co, cutting an estimated $4.22M.
- 98 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q3 2020, down from 99 in Q2 2020.
- Funds reported $528M of National Western Life Group, Inc. Class A stock for Q3 2020, down 11% quarter-over-quarter.
- 9 funds opened new National Western Life Group, Inc. Class A positions in Q3 2020 and 9 closed out, a net change of 0 holders.
- The largest National Western Life Group, Inc. Class A buyer in Q3 2020 was Wells Fargo, an estimated $2.69M added.
- The largest National Western Life Group, Inc. Class A seller in Q3 2020 was Shufro Rose & Co, an estimated $4.22M sold.
Based on aggregated 13F filings for Q3 2020.