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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
HNB
151
Huntington National Bank
Ohio
$2.95K
CWC
152
Carolinas Wealth Consulting
North Carolina
$1.97K
QCG
153
Quadrant Capital Group
Ohio
$492
TFM
154
TFC Financial Management
Massachusetts
$492 +$485 +1 New
AWM
155
Avior Wealth Management
Nebraska
$491 +$485 +1 New
Allspring Global Investments
156
Allspring Global Investments
North Carolina
-$42.9M -88,894 Closed
EF
157
Empowered Funds
Pennsylvania
-$2.89M -5,991 Closed
QOP
158
Quinn Opportunity Partners
Virginia
-$1.91M -3,945 Closed
First Trust Advisors
159
First Trust Advisors
Illinois
-$1.68M -3,471 Closed
Nomura Holdings
160
Nomura Holdings
Japan
-$1.5M -3,109 Closed
HF
161
HRT Financial
New York
-$903K -1,870 Closed
SEI Investments
162
SEI Investments
Pennsylvania
-$748K -1,549 Closed
DFCM
163
Dark Forest Capital Management
Puerto Rico
-$725K -1,500 Closed
MAM
164
Martingale Asset Management
Massachusetts
-$623K -1,289 Closed
VF
165
Virtu Financial
New York
-$569K -1,179 Closed
Jane Street
166
Jane Street
New York
-$488K -1,011 Closed
State Board of Administration of Florida Retirement System
167
State Board of Administration of Florida Retirement System
Florida
-$314K -650 Closed
Two Sigma Advisers
168
Two Sigma Advisers
New York
-$242K -500 Closed
ASN
169
Advisory Services Network
Georgia
-$2.42K -5 Closed
AF
170
Allworth Financial
California
-$967 -2 Closed

NWLI Hedge Fund Activity: Q1 2024 in Review

155 of the 6,942 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.