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NWLI

National Western Life Group, Inc. Class A

Delisted

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

152 hedge funds and large institutions have $1.45B invested in National Western Life Group, Inc. Class A in 2023 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 40 increasing their positions, 36 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 20

31% more funds holding

Funds holding: 116152 (+36)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

11% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 36

11% more capital invested

Capital invested by funds: $1.31B → $1.45B (+$139M)

Holders
152
Holders Change
+36
Holders Change %
+31.03%
% of All Funds
2.22%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
56
Increased
40
Reduced
36
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SG Americas Securities
126
SG Americas Securities
New York
$209K +$206K +433 New
Zurich Cantonal Bank
127
Zurich Cantonal Bank
Switzerland
$168K +$166K +348 New
Canada Life
128
Canada Life
Manitoba, Canada
$112K
AIP
129
Ameritas Investment Partners
Nebraska
$108K
AB
130
Amalgamated Bank
New York
$97K -$10.9K -23 -10%
AA
131
Ancora Advisors
Ohio
$65.2K
MLICM
132
Metropolitan Life Insurance Company (MetLife)
New York
$62.3K
US Bancorp
133
US Bancorp
Minnesota
$57K +$1.43K +3 +3%
LIM
134
Longfellow Investment Management
Massachusetts
$51.7K +$50.9K +107 New
EP
135
Elkhorn Partners
Nebraska
$46K -$21.4K -45 -32%
TRCT
136
Tower Research Capital (TRC)
New York
$35.7K -$951 -2 -3%
LJHT
137
Laurie J. Hall Trustee
$35K
C
138
Covestor
United Kingdom
$32K +$5.23K +11 +20%
PA
139
Parallel Advisors
California
$23.2K +$6.66K +14 +41%
S
140
SignatureFD
Georgia
$22.7K -$476 -1 -2%
LC
141
Lindbrook Capital
California
$22.7K +$2.85K +6 +15%
POIA
142
Pin Oak Investment Advisors
Texas
$18K
WT
143
Whittier Trust
California
$9.66K
GI
144
GAMMA Investing
California
$8.71K +$8.56K +18 New
Russell Investments Group
145
Russell Investments Group
United Kingdom
$5.31K +$3.33K +7 +175%
FFO
146
Fortitude Family Office
Arizona
$4.35K +$4.28K +9 New
BIA
147
Bell Investment Advisors
California
$2.9K
HNB
148
Huntington National Bank
Ohio
$2.9K
ASN
149
Advisory Services Network
Georgia
$2.42K +$2.38K +5 New
CWC
150
Carolinas Wealth Consulting
North Carolina
$1.93K -$2.85K -6 -60%

NWLI Hedge Fund Activity: Q4 2023 in Review

152 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q4 2023, worth a combined $1.45B — up 11% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new NWLI positions and 20 closed out — a net gain of 36 holders — while 40 added to existing stakes and 36 trimmed.

The largest buyer was Glazer Capital LLC, opening a new position worth an estimated $44.1M. The largest seller was Continental General Insurance Company, exiting entirely with an estimated $129M sold.

  • 152 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q4 2023, up from 116 in Q3 2023.
  • Funds reported $1.45B of National Western Life Group, Inc. Class A stock for Q4 2023, up 11% quarter-over-quarter.
  • 56 funds opened new National Western Life Group, Inc. Class A positions in Q4 2023 and 20 closed out, a net change of +36 holders.
  • The largest National Western Life Group, Inc. Class A buyer in Q4 2023 was Glazer Capital LLC, an estimated $44.1M added.
  • The largest National Western Life Group, Inc. Class A seller in Q4 2023 was Continental General Insurance Company, an estimated $129M sold.

Based on aggregated 13F filings for Q4 2023.