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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
AF
151
Allworth Financial
California
$967
QCG
152
Quadrant Capital Group
Ohio
$484
CGIC
153
Continental General Insurance Company
Texas
-$129M -294,447 Closed
CB
154
Cooke & Bieler
Pennsylvania
-$23.4M -53,465 Closed
IP
155
Interval Partners
New York
-$5.52M -12,622 Closed
Prudential Financial
156
Prudential Financial
New Jersey
-$1.88M -4,301 Closed
SSA
157
Schonfeld Strategic Advisors
New York
-$1.88M -4,300 Closed
JAM
158
Jupiter Asset Management
United Kingdom
-$1.34M -3,060 Closed
APCM
159
Arbiter Partners Capital Management
New York
-$1.05M -2,405 Closed
Lazard Asset Management
160
Lazard Asset Management
New York
-$528K -1,208 Closed
DTL
161
Dynamic Technology Lab
Singapore
-$518K -1,185 Closed
AQR Capital Management
162
AQR Capital Management
Connecticut
-$513K -1,173 Closed
Franklin Resources
163
Franklin Resources
California
-$458K -1,046 Closed
WG
164
Winton Group
United Kingdom
-$332K -759 Closed
LSV Asset Management
165
LSV Asset Management
Illinois
-$306K -700 Closed
Mackenzie Financial
166
Mackenzie Financial
Ontario, Canada
-$277K -659 Closed
DA
167
Denali Advisors
California
-$262K -600 Closed
Assenagon Asset Management
168
Assenagon Asset Management
Luxembourg
-$225K -514 Closed
SOW
169
State of Wyoming
Wyoming
-$200K -457 Closed
EI
170
Ellevest Inc
New York
-$8.31K -19 Closed
Comerica Bank
171
Comerica Bank
Texas
-$7.88K -18 Closed
BAAM
172
Baker Avenue Asset Management
California
-$875 -2 Closed

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.