National Western Life Group, Inc. Class A
NWLI
NWLI was delisted on the 8th of July, 2024.
97 hedge funds and large institutions have $606M invested in National Western Life Group, Inc. Class A in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 29 increasing their positions, 30 reducing their positions, and 7 closing their positions.
129% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 7
9% more funds holding
Funds holding: 89 → 97 (+8)
3% less repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 30
8% less capital invested
Capital invested by funds: $656M → $606M (-$49.6M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIP
Brandes Investment Partners
La Jolla,
California
|
+$4.36M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.69M |
| 3 |
HF
HRT Financial
New York
|
+$2.62M |
| 4 |
MI
M3F Inc
Salt Lake City,
Utah
|
+$1.89M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$18.9M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$5.19M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$2.46M |
| 4 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
-$1.45M |
| 5 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$788K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PAM
101
Panagora Asset Management
Boston,
Massachusetts
| – | -$7K | -30 | Closed |
|
102
US Bancorp
Minneapolis,
Minnesota
| – | -$1K | -6 | Closed |
|
|
ASN
103
Advisory Services Network
Atlanta,
Georgia
| – | -$1K | -5 | Closed |
|
NWLI Hedge Fund Activity: Q3 2021 in Review
97 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q3 2021, worth a combined $606M — down 7.6% from $656M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new NWLI positions and 7 closed out — a net gain of 9 holders — while 29 added to existing stakes and 30 trimmed.
The largest buyer was Brandes Investment Partners, adding an estimated $4.36M. The largest seller was Vanguard Group, cutting an estimated $18.9M.
- 97 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q3 2021, up from 89 in Q2 2021.
- Funds reported $606M of National Western Life Group, Inc. Class A stock for Q3 2021, down 7.6% quarter-over-quarter.
- 16 funds opened new National Western Life Group, Inc. Class A positions in Q3 2021 and 7 closed out, a net change of +9 holders.
- The largest National Western Life Group, Inc. Class A buyer in Q3 2021 was Brandes Investment Partners, an estimated $4.36M added.
- The largest National Western Life Group, Inc. Class A seller in Q3 2021 was Vanguard Group, an estimated $18.9M sold.
Based on aggregated 13F filings for Q3 2021.