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NWLI

National Western Life Group, Inc. Class A

Delisted

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

153 hedge funds and large institutions have $1.53B invested in National Western Life Group, Inc. Class A in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 44 increasing their positions, 40 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

10% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 40

3% more capital invested

Capital invested by funds: $1.48B → $1.53B (+$45.6M)

4% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 27

1% less funds holding

Funds holding: 155153 (-2)

Holders
153
Holders Change
-2
Holders Change %
-1.29%
% of All Funds
2.21%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.13%
New
26
Increased
44
Reduced
40
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IC
126
Innealta Capital
Texas
$144K +$142K +290 New
Osaic Holdings
127
Osaic Holdings
Arizona
$124K
AIP
128
Ameritas Investment Partners
Nebraska
$111K
Russell Investments Group
129
Russell Investments Group
United Kingdom
$77K +$71.6K +146 +1,622%
LIM
130
Longfellow Investment Management
Massachusetts
$74K
CG
131
Carmignac Gestion
France
$59.6K
US Bancorp
132
US Bancorp
Minnesota
$58.6K
DB
133
Danske Bank
Denmark
$49.7K +$49.1K +100 New
AB
134
Amalgamated Bank
New York
$39K
EP
135
Elkhorn Partners
Nebraska
$39K
LJHT
136
Laurie J. Hall Trustee
$36K
FTCM
137
First Trust Capital Management
Illinois
$31.8K -$19.4M -39,497 -100%
PA
138
Parallel Advisors
California
$23.9K
S
139
SignatureFD
Georgia
$22.4K
LC
140
Lindbrook Capital
California
$20.4K
AA
141
Ancora Advisors
Ohio
$17.4K -$49.1K -100 -74%
C
142
Covestor
United Kingdom
$10K -$491 -1 -5%
WT
143
Whittier Trust
California
$9.94K
GI
144
GAMMA Investing
California
$9.44K
SAM
145
Smartleaf Asset Management
Massachusetts
$4.98K +$4.91K +10 New
FFO
146
Fortitude Family Office
Arizona
$4.47K
Carson Wealth (CWM LLC)
147
Carson Wealth (CWM LLC)
Nebraska
$4K +$491 +1 +14%
BIA
148
Bell Investment Advisors
California
$2.98K
HNB
149
Huntington National Bank
Ohio
$2.98K
CWC
150
Carolinas Wealth Consulting
North Carolina
$1.99K

NWLI Hedge Fund Activity: Q2 2024 in Review

153 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q2 2024, worth a combined $1.53B — up 3.1% from $1.48B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of NWLI and 26 opened new positions — a net loss of 1 holder — while 40 trimmed existing stakes and 44 added.

The largest buyer was Tudor Investment Corp, adding an estimated $51.1M. The largest seller was First Trust Capital Management, cutting an estimated $19.4M.

  • 153 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q2 2024, down from 155 in Q1 2024.
  • Funds reported $1.53B of National Western Life Group, Inc. Class A stock for Q2 2024, up 3.1% quarter-over-quarter.
  • 26 funds opened new National Western Life Group, Inc. Class A positions in Q2 2024 and 27 closed out, a net change of -1 holder.
  • The largest National Western Life Group, Inc. Class A buyer in Q2 2024 was Tudor Investment Corp, an estimated $51.1M added.
  • The largest National Western Life Group, Inc. Class A seller in Q2 2024 was First Trust Capital Management, an estimated $19.4M sold.

Based on aggregated 13F filings for Q2 2024.