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NWLI

National Western Life Group, Inc. Class A

Delisted

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

116 hedge funds and large institutions have $1.31B invested in National Western Life Group, Inc. Class A in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 31 increasing their positions, 47 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $1.24B → $1.31B (+$73M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

1% less funds holding

Funds holding: 117116 (-1)

34% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 47

Holders
116
Holders Change
-1
Holders Change %
-0.85%
% of All Funds
1.84%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
11
Increased
31
Reduced
47
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LJHT
101
Laurie J. Hall Trustee
$32K
C
102
Covestor
United Kingdom
$24K -$3.96K -9 -14%
S
103
SignatureFD
Georgia
$21K
LC
104
Lindbrook Capital
California
$17.9K
POIA
105
Pin Oak Investment Advisors
Texas
$16K +$16.3K +37 New
PA
106
Parallel Advisors
California
$14.9K +$6.59K +15 +79%
WT
107
Whittier Trust
California
$8.75K
EI
108
Ellevest Inc
New York
$8.31K +$8.35K +19 New
Comerica Bank
109
Comerica Bank
Texas
$7.88K +$7.91K +18 New
CWC
110
Carolinas Wealth Consulting
North Carolina
$4.79K
BIA
111
Bell Investment Advisors
California
$2.63K
HNB
112
Huntington National Bank
Ohio
$2.63K
Russell Investments Group
113
Russell Investments Group
United Kingdom
$1.75K
BAAM
114
Baker Avenue Asset Management
California
$875
AF
115
Allworth Financial
California
$875 +$879 +2 New
QCG
116
Quadrant Capital Group
Ohio
$438
Hotchkis & Wiley Capital Management
117
Hotchkis & Wiley Capital Management
California
-$8.72M -20,987 Closed
Verition Fund Management
118
Verition Fund Management
Connecticut
-$5.51M -13,267 Closed
First Trust Advisors
119
First Trust Advisors
Illinois
-$2.68M -6,451 Closed
Los Angeles Capital Management
120
Los Angeles Capital Management
California
-$675K -1,625 Closed
QC
121
Quadrature Capital
United Kingdom
-$394K -952 Closed
Susquehanna International Group
122
Susquehanna International Group
Pennsylvania
-$323K -778 Closed
D.E. Shaw & Co
123
D.E. Shaw & Co
New York
-$278K -669 Closed
Teacher Retirement System of Texas
124
Teacher Retirement System of Texas
Texas
-$226K -543 Closed
GCM
125
Gladius Capital Management
Illinois
-$45.7K -110 Closed

NWLI Hedge Fund Activity: Q3 2023 in Review

116 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q3 2023, worth a combined $1.31B — up 5.9% from $1.24B a quarter earlier.

Fund positioning in NWLI was balanced in Q3 2023: 11 funds opened new positions, 11 closed out, 31 added to existing stakes and 47 trimmed.

The largest buyer was Continental General Insurance Company, adding an estimated $40.2M. The largest seller was Fidelity Investments, cutting an estimated $11.4M.

  • 116 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q3 2023, down from 117 in Q2 2023.
  • Funds reported $1.31B of National Western Life Group, Inc. Class A stock for Q3 2023, up 5.9% quarter-over-quarter.
  • 11 funds opened new National Western Life Group, Inc. Class A positions in Q3 2023 and 11 closed out, a net change of 0 holders.
  • The largest National Western Life Group, Inc. Class A buyer in Q3 2023 was Continental General Insurance Company, an estimated $40.2M added.
  • The largest National Western Life Group, Inc. Class A seller in Q3 2023 was Fidelity Investments, an estimated $11.4M sold.

Based on aggregated 13F filings for Q3 2023.