National Western Life Group, Inc. Class A
NWLI
NWLI was delisted on the 8th of July, 2024.
94 hedge funds and large institutions have $736M invested in National Western Life Group, Inc. Class A in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 27 increasing their positions, 38 reducing their positions, and 7 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
23% more capital invested
Capital invested by funds: $599M → $736M (+$136M)
2% less funds holding
Funds holding: 96 → 94 (-2)
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
29% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 38
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIP
Brandes Investment Partners
La Jolla,
California
|
+$5.02M |
| 2 |
BlackRock
New York
|
+$2.66M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.69M |
| 4 |
Goldman Sachs
New York
|
+$1.03M |
| 5 |
ZCM
Zebra Capital Management
Stamford,
Connecticut
|
+$1.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TBC
Tweedy, Browne Co
Stamford,
Connecticut
|
-$3.82M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$2.02M |
| 3 |
Millennium Management
New York
|
-$1.22M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$1.19M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$1.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | +$429 | +2 | New |
|
NWLI Hedge Fund Activity: Q1 2021 in Review
94 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q1 2021, worth a combined $736M — up 23% from $599M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of NWLI and 6 opened new positions — a net loss of 1 holder — while 38 trimmed existing stakes and 27 added.
The largest buyer was Brandes Investment Partners, adding an estimated $5.02M. The largest seller was Tweedy, Browne Co, cutting an estimated $3.82M.
- 94 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q1 2021, down from 96 in Q4 2020.
- Funds reported $736M of National Western Life Group, Inc. Class A stock for Q1 2021, up 23% quarter-over-quarter.
- 6 funds opened new National Western Life Group, Inc. Class A positions in Q1 2021 and 7 closed out, a net change of -1 holder.
- The largest National Western Life Group, Inc. Class A buyer in Q1 2021 was Brandes Investment Partners, an estimated $5.02M added.
- The largest National Western Life Group, Inc. Class A seller in Q1 2021 was Tweedy, Browne Co, an estimated $3.82M sold.
Based on aggregated 13F filings for Q1 2021.