National Western Life Group, Inc. Class A
NWLI
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.
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: 5 → 5 (0)
0% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 11
1% less funds holding
Funds holding: 117 → 116 (-1)
34% less repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 47
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CGIC
Continental General Insurance Company
Austin,
Texas
|
+$40.2M |
| 2 |
IP
Interval Partners
New York
|
+$4.06M |
| 3 |
Millennium Management
New York
|
+$3.88M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$3.65M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$2.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$11.4M |
| 2 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$8.72M |
| 3 |
MI
M3F Inc
Salt Lake City,
Utah
|
-$5.55M |
| 4 |
Verition Fund Management
Greenwich,
Connecticut
|
-$5.51M |
| 5 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
-$3.79M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$41K | -98 | Closed |
|
|
2L
127
25 LLC
St. Louis,
Missouri
| – | -$841 | -2 | Closed |
|
NWLI Hedge Fund Activity: Q3 2023 in Review
116 of the 6,302 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.