National Western Life Group, Inc. Class A
NWLI
NWLI was delisted on the 8th of July, 2024.
98 hedge funds and large institutions have $479M invested in National Western Life Group, Inc. Class A in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 33 increasing their positions, 36 reducing their positions, and 9 closing their positions.
8% less repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 36
6% less funds holding
Funds holding: 104 → 98 (-6)
16% less capital invested
Capital invested by funds: $569M → $479M (-$90M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
67% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$1.18M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.18M |
| 3 |
BIP
Brandes Investment Partners
La Jolla,
California
|
+$599K |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
+$573K |
| 5 |
MI
M3F Inc
Salt Lake City,
Utah
|
+$545K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$1.31M |
| 2 |
BlackRock
New York
|
-$1.24M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$883K |
| 4 |
Two Sigma Investments
New York
|
-$392K |
| 5 |
HF
HRT Financial
New York
|
-$323K |
NWLI Hedge Fund Activity: Q3 2022 in Review
98 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q3 2022, worth a combined $479M — down 16% from $569M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of NWLI and 3 opened new positions — a net loss of 6 holders — while 36 trimmed existing stakes and 33 added.
The largest buyer was Goldman Sachs, adding an estimated $1.18M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $1.31M.
- 98 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q3 2022, down from 104 in Q2 2022.
- Funds reported $479M of National Western Life Group, Inc. Class A stock for Q3 2022, down 16% quarter-over-quarter.
- 3 funds opened new National Western Life Group, Inc. Class A positions in Q3 2022 and 9 closed out, a net change of -6 holders.
- The largest National Western Life Group, Inc. Class A buyer in Q3 2022 was Goldman Sachs, an estimated $1.18M added.
- The largest National Western Life Group, Inc. Class A seller in Q3 2022 was Hotchkis & Wiley Capital Management, an estimated $1.31M sold.
Based on aggregated 13F filings for Q3 2022.