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NWLI

National Western Life Group, Inc. Class A

Delisted

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

95 hedge funds and large institutions have $447M invested in National Western Life Group, Inc. Class A in 2015 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,250% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 2

1,055% more capital invested

Capital invested by funds: $38.7M → $447M (+$409M)

850% more funds holding

Funds holding: 1095 (+85)

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

33% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 3

Holders
95
Holders Change
+85
Holders Change %
+850%
% of All Funds
2.49%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
87
Increased
4
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$54.4M +$55M +216,020 New
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$44.4M +$44.9M +176,346 New
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$43.6M +$132M +517,224 New
Vanguard Group
4
Vanguard Group
Pennsylvania
$37M +$37.4M +147,036 New
Franklin Resources
5
Franklin Resources
California
$25.8M +$26.1M +102,500 New
TBC
6
Tweedy, Browne Co
Connecticut
$22.8M -$1.05M -4,139 -4%
RAM
7
RK Asset Management
Michigan
$18.1M +$18.3M +71,814 New
CB
8
Cooke & Bieler
Pennsylvania
$17M +$14.6M +57,216 +551%
Schroder Investment Management Group
9
Schroder Investment Management Group
United Kingdom
$15.4M +$15.5M +61,014 New
NI
10
Nuance Investments
Missouri
$15.3M +$15.4M +60,576 New
BIT
11
BlackRock Institutional Trust
California
$14.6M +$14.8M +58,112 New
BFA
12
BlackRock Fund Advisors
California
$13.4M +$13.6M +53,353 New
SRC
13
Shufro Rose & Co
New York
$12.1M +$12.3M +48,179 New
Ameriprise
14
Ameriprise
Minnesota
$12M +$12.1M +47,540 New
State Street
15
State Street
Massachusetts
$9.26M +$9.36M +36,770 New
FWSM
16
First Wilshire Securities Management
California
$7.67M +$7.75M +30,453 New
Northern Trust
17
Northern Trust
Illinois
$6.56M +$6.63M +26,020 New
WAM
18
Westport Asset Management
Connecticut
$6.24M -$3.87M -15,214 -38%
BCM
19
Bridgeway Capital Management
Texas
$5.48M +$5.54M +21,764 New
Hotchkis & Wiley Capital Management
20
Hotchkis & Wiley Capital Management
California
$4.93M +$4.99M +19,587 New
Geode Capital Management
21
Geode Capital Management
Massachusetts
$3.96M +$4M +15,707 New
Charles Schwab
22
Charles Schwab
California
$3.06M +$3.09M +12,150 New
Prudential Financial
23
Prudential Financial
New Jersey
$2.96M +$2.99M +11,737 New
Bank of New York Mellon
24
Bank of New York Mellon
New York
$2.83M +$2.86M +11,246 New
Boston Partners
25
Boston Partners
Massachusetts
$2.56M +$2.59M +10,165 New

NWLI Hedge Fund Activity: Q4 2015 in Review

95 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q4 2015, worth a combined $447M — up 1,055% from $38.7M a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new NWLI positions and 2 closed out — a net gain of 85 holders — while 4 added to existing stakes and 3 trimmed.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $132M. The largest seller was Westport Asset Management, cutting an estimated $3.87M.

  • 95 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q4 2015, up from 10 in Q3 2015.
  • Funds reported $447M of National Western Life Group, Inc. Class A stock for Q4 2015, up 1,055% quarter-over-quarter.
  • 87 funds opened new National Western Life Group, Inc. Class A positions in Q4 2015 and 2 closed out, a net change of +85 holders.
  • The largest National Western Life Group, Inc. Class A buyer in Q4 2015 was Balyasny Asset Management, an estimated $132M added.
  • The largest National Western Life Group, Inc. Class A seller in Q4 2015 was Westport Asset Management, an estimated $3.87M sold.

Based on aggregated 13F filings for Q4 2015.