National Western Life Group, Inc. Class A
NWLI
NWLI was delisted on the 8th of July, 2024.
100 hedge funds and large institutions have $545M invested in National Western Life Group, Inc. Class A in 2016 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 34 reducing their positions, and 4 closing their positions.
200% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 4
45% more capital invested
Capital invested by funds: $376M → $545M (+$169M)
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
6% more funds holding
Funds holding: 94 → 100 (+6)
3% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 34
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MNBTD
Moody National Bank Trust Division
Galveston,
Texas
|
+$247M |
| 2 |
ACP
Aviance Capital Partners
Naples,
Florida
|
+$2.08M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.69M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
+$1.56M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$904K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NI
Nuance Investments
Kansas City,
Missouri
|
-$6.88M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$2.93M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$1.1M |
| 4 |
BCCM
Blue Clay Capital Management
Minneapolis,
Minnesota
|
-$659K |
| 5 |
Prudential Financial
Newark,
New Jersey
|
-$494K |
NWLI Hedge Fund Activity: Q2 2016 in Review
100 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q2 2016, worth a combined $545M — up 45% from $376M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new NWLI positions and 4 closed out — a net gain of 8 holders — while 35 added to existing stakes and 34 trimmed.
The largest buyer was Moody National Bank Trust Division, opening a new position worth an estimated $247M. The largest seller was Nuance Investments, cutting an estimated $6.88M.
- 100 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q2 2016, up from 94 in Q1 2016.
- Funds reported $545M of National Western Life Group, Inc. Class A stock for Q2 2016, up 45% quarter-over-quarter.
- 12 funds opened new National Western Life Group, Inc. Class A positions in Q2 2016 and 4 closed out, a net change of +8 holders.
- The largest National Western Life Group, Inc. Class A buyer in Q2 2016 was Moody National Bank Trust Division, an estimated $247M added.
- The largest National Western Life Group, Inc. Class A seller in Q2 2016 was Nuance Investments, an estimated $6.88M sold.
Based on aggregated 13F filings for Q2 2016.