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NWLI

National Western Life Group, Inc. Class A

Delisted

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

155 hedge funds and large institutions have $1.48B invested in National Western Life Group, Inc. Class A in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 53 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 15

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

2% more funds holding

Funds holding: 152155 (+3)

2% more capital invested

Capital invested by funds: $1.45B → $1.48B (+$29.8M)

17% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 53

Holders
155
Holders Change
+3
Holders Change %
+1.97%
% of All Funds
2.23%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
18
Increased
44
Reduced
53
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
101
GAMCO Investors
Connecticut
$492K +$242K +500 +100%
New York State Common Retirement Fund
102
New York State Common Retirement Fund
New York
$487K -$485 -1 -0.1%
KS
103
Karpas Strategies
Connecticut
$456K
AG
104
Algert Global
California
$449K -$315K -650 -42%
XT
105
XTX Topco
Cayman Islands
$443K +$437K +901 New
Wells Fargo
106
Wells Fargo
California
$435K -$38.8K -80 -8%
DC
107
Diametric Capital
Massachusetts
$432K +$57.7K +119 +16%
Manulife (Manufacturers Life Insurance)
108
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$428K -$207K -427 -33%
Citigroup
109
Citigroup
New York
$371K +$84.9K +175 +30%
VOYA Investment Management
110
VOYA Investment Management
Georgia
$362K -$89.2K -184 -20%
II
111
Inspire Investing
Idaho
$358K -$33K -68 -9%
Citadel Advisors
112
Citadel Advisors
Florida
$355K +$73.7K +152 +27%
OAM
113
Oxford Asset Management
United Kingdom
$350K
ASRS
114
Arizona State Retirement System
Arizona
$279K -$4.85K -10 -2%
Victory Capital Management
115
Victory Capital Management
Texas
$267K -$18.9K -39 -7%
Public Employees Retirement Association of Colorado
116
Public Employees Retirement Association of Colorado
Colorado
$263K -$66K -136 -20%
Susquehanna International Group
117
Susquehanna International Group
Pennsylvania
$262K -$1.55M -3,200 -86%
GCM
118
Graham Capital Management
Connecticut
$260K +$38.3K +79 +18%
FFBTD
119
First Financial Bank - Trust Division
Ohio
$246K
CC
120
Centiva Capital
New York
$239K +$236K +486 New
D.E. Shaw & Co
121
D.E. Shaw & Co
New York
$238K
Creative Planning
122
Creative Planning
Kansas
$214K -$2.91K -6 -1%
ProShare Advisors
123
ProShare Advisors
Maryland
$201K +$198K +409 New
Zurich Cantonal Bank
124
Zurich Cantonal Bank
Switzerland
$171K
ACM
125
Adalta Capital Management
New York
$153K +$150K +310 New

NWLI Hedge Fund Activity: Q1 2024 in Review

155 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q1 2024, worth a combined $1.48B — up 2.1% from $1.45B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new NWLI positions and 15 closed out — a net gain of 3 holders — while 44 added to existing stakes and 53 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $13.5M. The largest seller was Allspring Global Investments, exiting entirely with an estimated $42.9M sold.

  • 155 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q1 2024, up from 152 in Q4 2023.
  • Funds reported $1.48B of National Western Life Group, Inc. Class A stock for Q1 2024, up 2.1% quarter-over-quarter.
  • 18 funds opened new National Western Life Group, Inc. Class A positions in Q1 2024 and 15 closed out, a net change of +3 holders.
  • The largest National Western Life Group, Inc. Class A buyer in Q1 2024 was JP Morgan Chase, an estimated $13.5M added.
  • The largest National Western Life Group, Inc. Class A seller in Q1 2024 was Allspring Global Investments, an estimated $42.9M sold.

Based on aggregated 13F filings for Q1 2024.