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NWLI

National Western Life Group, Inc. Class A

Delisted

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

96 hedge funds and large institutions have $563M invested in National Western Life Group, Inc. Class A in 2016 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 48 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 22

3% more capital invested

Capital invested by funds: $545M → $563M (+$18.3M)

4% less funds holding

Funds holding: 10096 (-4)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
96
Holders Change
-4
Holders Change %
-4%
% of All Funds
2.56%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
4
Increased
48
Reduced
22
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MNBTD
1
Moody National Bank Trust Division
Texas
$238M
Fidelity Investments
2
Fidelity Investments
Massachusetts
$47.7M +$77.4K +393 +0.2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$36.4M +$172K +874 +0.5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$33.8M +$925K +4,696 +3%
TBC
5
Tweedy, Browne Co
Connecticut
$18.2M -$109K -552 -0.6%
RAM
6
RK Asset Management
Michigan
$15.2M -$454K -2,305 -3%
CB
7
Cooke & Bieler
Pennsylvania
$14M -$27.6K -140 -0.2%
BIT
8
BlackRock Institutional Trust
California
$12.9M +$390K +1,981 +3%
BFA
9
BlackRock Fund Advisors
California
$12M +$810K +4,114 +8%
Schroder Investment Management Group
10
Schroder Investment Management Group
United Kingdom
$11.5M +$19.7K +100 +0.2%
Franklin Resources
11
Franklin Resources
California
$10.6M -$3.8M -19,300 -27%
SRC
12
Shufro Rose & Co
New York
$10.3M +$563K +2,862 +6%
Ameriprise
13
Ameriprise
Minnesota
$9.12M +$39.2K +199 +0.5%
State Street
14
State Street
Massachusetts
$8.02M +$58.1K +295 +0.8%
BCCM
15
Blue Clay Capital Management
Minnesota
$6.87M +$60.8K +309 +0.9%
Northern Trust
16
Northern Trust
Illinois
$6.1M +$259K +1,318 +5%
BCM
17
Bridgeway Capital Management
Texas
$4.47M
FWSM
18
First Wilshire Securities Management
California
$4.21M -$53.8K -273 -1%
Charles Schwab
19
Charles Schwab
California
$3.83M +$627K +3,187 +21%
NI
20
Nuance Investments
Missouri
$3.59M -$4.23M -21,484 -55%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$3.51M +$43.5K +221 +1%
Hotchkis & Wiley Capital Management
22
Hotchkis & Wiley Capital Management
California
$2.81M +$80.1K +407 +3%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$2.51M +$172K +872 +8%
BIP
24
Brandes Investment Partners
California
$2.42M +$337K +1,711 +17%
EA
25
Emerald Acquisition
Washington
$2.24M +$521K +2,644 +32%

NWLI Hedge Fund Activity: Q3 2016 in Review

96 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q3 2016, worth a combined $563M — up 3.4% from $545M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of NWLI and 4 opened new positions — a net loss of 1 holder — while 22 trimmed existing stakes and 48 added.

The largest buyer was Renaissance Technologies, adding an estimated $1.1M. The largest seller was Nuance Investments, cutting an estimated $4.23M.

  • 96 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q3 2016, down from 100 in Q2 2016.
  • Funds reported $563M of National Western Life Group, Inc. Class A stock for Q3 2016, up 3.4% quarter-over-quarter.
  • 4 funds opened new National Western Life Group, Inc. Class A positions in Q3 2016 and 5 closed out, a net change of -1 holder.
  • The largest National Western Life Group, Inc. Class A buyer in Q3 2016 was Renaissance Technologies, an estimated $1.1M added.
  • The largest National Western Life Group, Inc. Class A seller in Q3 2016 was Nuance Investments, an estimated $4.23M sold.

Based on aggregated 13F filings for Q3 2016.