We are live on ! Find out more
NWLI

National Western Life Group, Inc. Class A

Delisted

NWLI was delisted on the 8th of July, 2024.

96 hedge funds and large institutions have $599M invested in National Western Life Group, Inc. Class A in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $528M → $599M (+$71M)

7% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 30

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less funds holding

Funds holding: 9896 (-2)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

Holders
96
Holders Change
-2
Holders Change %
-2.04%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
32
Reduced
30
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PPA
101
Parametric Portfolio Associates
Washington
-$208K -1,136 Closed
SO
102
STRS Ohio
Ohio
-$201K -1,100 Closed
PAM
103
Panagora Asset Management
Massachusetts
-$81K -444 Closed
LC
104
Lindbrook Capital
California
-$2K -11 Closed
PA
105
Parallel Advisors
California
-$1K -5 Closed

NWLI Hedge Fund Activity: Q4 2020 in Review

96 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q4 2020, worth a combined $599M — up 13% from $528M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of NWLI and 8 opened new positions — a net loss of 2 holders — while 30 trimmed existing stakes and 32 added.

The largest buyer was Brandes Investment Partners, adding an estimated $3.33M. The largest seller was Shufro Rose & Co, cutting an estimated $4.94M.

  • 96 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q4 2020, down from 98 in Q3 2020.
  • Funds reported $599M of National Western Life Group, Inc. Class A stock for Q4 2020, up 13% quarter-over-quarter.
  • 8 funds opened new National Western Life Group, Inc. Class A positions in Q4 2020 and 10 closed out, a net change of -2 holders.
  • The largest National Western Life Group, Inc. Class A buyer in Q4 2020 was Brandes Investment Partners, an estimated $3.33M added.
  • The largest National Western Life Group, Inc. Class A seller in Q4 2020 was Shufro Rose & Co, an estimated $4.94M sold.

Based on aggregated 13F filings for Q4 2020.