National Western Life Group, Inc. Class A
NWLI
NWLI was delisted on the 8th of July, 2024.
104 hedge funds and large institutions have $569M invested in National Western Life Group, Inc. Class A in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 42 reducing their positions, and 6 closing their positions.
67% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 6
2% more funds holding
Funds holding: 102 → 104 (+2)
5% less capital invested
Capital invested by funds: $600M → $569M (-$30.8M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
26% less repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 42
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIP
Brandes Investment Partners
La Jolla,
California
|
+$6.55M |
| 2 |
MI
M3F Inc
Salt Lake City,
Utah
|
+$1.4M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$978K |
| 4 |
MNBTD
Moody National Bank Trust Division
Galveston,
Texas
|
+$904K |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$703K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$1.93M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$1.74M |
| 3 |
ACM
Axar Capital Management
New York
|
-$1.39M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$760K |
| 5 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$671K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LC
101
Lindbrook Capital
Calabasas,
California
| $2K | -$5.73K | -28 | -76% |
|
|
CWC
102
Carolinas Wealth Consulting
Charlotte,
North Carolina
| $2K | – | – | – |
|
|
BIA
103
Bell Investment Advisors
Oakland,
California
| $1K | +$1.23K | +6 | New |
|
|
ACM
104
Axar Capital Management
New York
| – | -$1.39M | -6,600 | Closed |
|
105
Arrowstreet Capital
Boston,
Massachusetts
| – | -$548K | -2,603 | Closed |
|
|
WAM
106
Watershed Asset Management
San Francisco,
California
| – | -$256K | -1,217 | Closed |
|
107
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| – | -$221K | -1,051 | Closed |
|
108
VOYA Investment Management
Atlanta,
Georgia
| – | -$212K | -1,006 | Closed |
|
|
BPA
109
Beacon Pointe Advisors
Newport Beach,
California
| – | -$210K | -1,000 | Closed |
|
NWLI Hedge Fund Activity: Q2 2022 in Review
104 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q2 2022, worth a combined $569M — down 5.1% from $600M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new NWLI positions and 6 closed out — a net gain of 4 holders — while 31 added to existing stakes and 42 trimmed.
The largest buyer was Brandes Investment Partners, adding an estimated $6.55M. The largest seller was BlackRock, cutting an estimated $1.93M.
- 104 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q2 2022, up from 102 in Q1 2022.
- Funds reported $569M of National Western Life Group, Inc. Class A stock for Q2 2022, down 5.1% quarter-over-quarter.
- 10 funds opened new National Western Life Group, Inc. Class A positions in Q2 2022 and 6 closed out, a net change of +4 holders.
- The largest National Western Life Group, Inc. Class A buyer in Q2 2022 was Brandes Investment Partners, an estimated $6.55M added.
- The largest National Western Life Group, Inc. Class A seller in Q2 2022 was BlackRock, an estimated $1.93M sold.
Based on aggregated 13F filings for Q2 2022.