National Western Life Group, Inc. Class A
NWLI
NWLI was delisted on the 8th of July, 2024.
117 hedge funds and large institutions have $1.24B invested in National Western Life Group, Inc. Class A in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 32 increasing their positions, 39 reducing their positions, and 14 closing their positions.
74% more capital invested
Capital invested by funds: $714M → $1.24B (+$525M)
43% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 14
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
4% more funds holding
Funds holding: 112 → 117 (+5)
18% less repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 39
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MI
M3F Inc
Salt Lake City,
Utah
|
+$13.8M |
| 2 |
CGIC
Continental General Insurance Company
Austin,
Texas
|
+$10.4M |
| 3 |
Verition Fund Management
Greenwich,
Connecticut
|
+$4.23M |
| 4 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$2.33M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$2.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIP
Brandes Investment Partners
La Jolla,
California
|
-$10.8M |
| 2 |
APCM
Arbiter Partners Capital Management
New York
|
-$5.19M |
| 3 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$2.33M |
| 4 |
LTAS
Linden Thomas Advisory Services
Charlotte,
North Carolina
|
-$1.47M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
-$1.43M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WWP
126
WR Wealth Planners
Columbia,
Missouri
| – | -$11.2K | -46 | Closed |
|
|
POIA
127
Pin Oak Investment Advisors
Houston,
Texas
| – | -$9K | -37 | Closed |
|
|
TWA
128
TCI Wealth Advisors
Tucson,
Arizona
| – | -$5.82K | -24 | Closed |
|
|
EI
129
Ellevest Inc
New York
| – | -$3.15K | -13 | Closed |
|
|
ASN
130
Advisory Services Network
Atlanta,
Georgia
| – | -$1.21K | -5 | Closed |
|
131
Creative Planning
Overland Park,
Kansas
| – | -$243 | -1 | Closed |
|
NWLI Hedge Fund Activity: Q2 2023 in Review
117 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q2 2023, worth a combined $1.24B — up 74% from $714M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new NWLI positions and 14 closed out — a net gain of 6 holders — while 32 added to existing stakes and 39 trimmed.
The largest buyer was M3F Inc, adding an estimated $13.8M. The largest seller was Brandes Investment Partners, cutting an estimated $10.8M.
- 117 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q2 2023, up from 112 in Q1 2023.
- Funds reported $1.24B of National Western Life Group, Inc. Class A stock for Q2 2023, up 74% quarter-over-quarter.
- 20 funds opened new National Western Life Group, Inc. Class A positions in Q2 2023 and 14 closed out, a net change of +6 holders.
- The largest National Western Life Group, Inc. Class A buyer in Q2 2023 was M3F Inc, an estimated $13.8M added.
- The largest National Western Life Group, Inc. Class A seller in Q2 2023 was Brandes Investment Partners, an estimated $10.8M sold.
Based on aggregated 13F filings for Q2 2023.