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NWLI

National Western Life Group, Inc. Class A

Delisted

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

114 hedge funds and large institutions have $759M invested in National Western Life Group, Inc. Class A in 2022 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 30 increasing their positions, 38 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 7

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

58% more capital invested

Capital invested by funds: $479M → $759M (+$280M)

16% more funds holding

Funds holding: 98114 (+16)

21% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 38

Holders
114
Holders Change
+16
Holders Change %
+16.33%
% of All Funds
1.83%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
24
Increased
30
Reduced
38
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
POIA
101
Pin Oak Investment Advisors
Texas
$10K
C
102
Covestor
United Kingdom
$9K -$213 -1 -3%
USCWA
103
U.S. Capital Wealth Advisors
Texas
$7.59K +$5.76K +27 New
TWA
104
TCI Wealth Advisors
Arizona
$6.74K +$5.12K +24 New
WT
105
Whittier Trust
California
$5.62K
PA
106
Parallel Advisors
California
$5.06K
Osaic Holdings
107
Osaic Holdings
Arizona
$4K
CWC
108
Carolinas Wealth Consulting
North Carolina
$2.81K
S
109
SignatureFD
Georgia
$2.81K +$1.49K +7 +233%
SPIA
110
Steward Partners Investment Advisory
New York
$1.97K +$1.49K +7 New
BIA
111
Bell Investment Advisors
California
$1.69K -$1.07K -5 -45%
ASN
112
Advisory Services Network
Georgia
$1.41K +$1.07K +5 New
BAAM
113
Baker Avenue Asset Management
California
$562 +$427 +2 New
QCG
114
Quadrant Capital Group
Ohio
$281 +$213 +1 New
CM
115
CM Management
Florida
-$1.37M -8,000 Closed
Assenagon Asset Management
116
Assenagon Asset Management
Luxembourg
-$1.06M -6,199 Closed
Citadel Advisors
117
Citadel Advisors
Florida
-$823K -4,820 Closed
Victory Capital Management
118
Victory Capital Management
Texas
-$603K -3,529 Closed
Marshall Wace
119
Marshall Wace
United Kingdom
-$448K -2,627 Closed
Two Sigma Investments
120
Two Sigma Investments
New York
-$290K -1,695 Closed
Tudor Investment Corp
121
Tudor Investment Corp
Connecticut
-$261K -1,527 Closed

NWLI Hedge Fund Activity: Q4 2022 in Review

114 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q4 2022, worth a combined $759M — up 58% from $479M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new NWLI positions and 7 closed out — a net gain of 17 holders — while 30 added to existing stakes and 38 trimmed.

The largest buyer was BlackRock, adding an estimated $926K. The largest seller was Cooke & Bieler, cutting an estimated $8.34M.

  • 114 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q4 2022, up from 98 in Q3 2022.
  • Funds reported $759M of National Western Life Group, Inc. Class A stock for Q4 2022, up 58% quarter-over-quarter.
  • 24 funds opened new National Western Life Group, Inc. Class A positions in Q4 2022 and 7 closed out, a net change of +17 holders.
  • The largest National Western Life Group, Inc. Class A buyer in Q4 2022 was BlackRock, an estimated $926K added.
  • The largest National Western Life Group, Inc. Class A seller in Q4 2022 was Cooke & Bieler, an estimated $8.34M sold.

Based on aggregated 13F filings for Q4 2022.