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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
SG Americas Securities
126
SG Americas Securities
New York
$138K -$73.7K -152 -35%
Osaic Holdings
127
Osaic Holdings
Arizona
$123K -$203K -418 -63%
Canada Life
128
Canada Life
Manitoba, Canada
$115K
AIP
129
Ameritas Investment Partners
Nebraska
$110K
CA
130
CoreCap Advisors
Michigan
$77.7K +$76.6K +158 New
LIM
131
Longfellow Investment Management
Massachusetts
$73.3K +$20.4K +42 +39%
AA
132
Ancora Advisors
Ohio
$66.4K
MLICM
133
Metropolitan Life Insurance Company (MetLife)
New York
$61K -$2.42K -5 -4%
CG
134
Carmignac Gestion
France
$59K +$58.2K +120 New
US Bancorp
135
US Bancorp
Minnesota
$58.1K
AB
136
Amalgamated Bank
New York
$38K -$59.2K -122 -61%
EP
137
Elkhorn Partners
Nebraska
$38K -$8.24K -17 -18%
LJHT
138
Laurie J. Hall Trustee
$36K
PA
139
Parallel Advisors
California
$23.6K
S
140
SignatureFD
Georgia
$22.1K -$970 -2 -4%
LC
141
Lindbrook Capital
California
$20.2K -$2.91K -6 -13%
POIA
142
Pin Oak Investment Advisors
Texas
$18K
TRCT
143
Tower Research Capital (TRC)
New York
$13.3K -$22.8K -47 -64%
C
144
Covestor
United Kingdom
$11K -$22.3K -46 -69%
WT
145
Whittier Trust
California
$9.84K
GI
146
GAMMA Investing
California
$9.35K +$485 +1 +6%
Russell Investments Group
147
Russell Investments Group
United Kingdom
$4.43K -$970 -2 -18%
FFO
148
Fortitude Family Office
Arizona
$4.43K
Carson Wealth (CWM LLC)
149
Carson Wealth (CWM LLC)
Nebraska
$3K +$3.4K +7 New
BIA
150
Bell Investment Advisors
California
$2.95K

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.