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NWLI

National Western Life Group, Inc. Class A

Delisted

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

103 hedge funds and large institutions have $856M invested in National Western Life Group, Inc. Class A in 2016 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 39 increasing their positions, 28 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

52% more capital invested

Capital invested by funds: $563M → $856M (+$293M)

39% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 28

7% more funds holding

Funds holding: 96103 (+7)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
103
Holders Change
+7
Holders Change %
+7.29%
% of All Funds
2.58%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
16
Increased
39
Reduced
28
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MNBTD
1
Moody National Bank Trust Division
Texas
$360M
Fidelity Investments
2
Fidelity Investments
Massachusetts
$74.2M +$1.62M +6,458 +3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$56.8M +$1.39M +5,552 +3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$53.8M +$2.13M +8,485 +5%
TBC
5
Tweedy, Browne Co
Connecticut
$27.2M -$198K -788 -0.9%
RAM
6
RK Asset Management
Michigan
$21.9M -$909K -3,620 -5%
BFA
7
BlackRock Fund Advisors
California
$21.7M +$2.89M +11,525 +20%
CB
8
Cooke & Bieler
Pennsylvania
$20.4M -$628K -2,502 -4%
BIT
9
BlackRock Institutional Trust
California
$19.5M -$97.2K -387 -0.6%
Schroder Investment Management Group
10
Schroder Investment Management Group
United Kingdom
$17.8M +$275K +1,095 +2%
Franklin Resources
11
Franklin Resources
California
$16M
SRC
12
Shufro Rose & Co
New York
$14.6M -$830K -3,305 -7%
Ameriprise
13
Ameriprise
Minnesota
$13.5M -$222K -885 -2%
State Street
14
State Street
Massachusetts
$12.8M +$563K +2,241 +6%
Northern Trust
15
Northern Trust
Illinois
$9.37M +$115K +456 +2%
Charles Schwab
16
Charles Schwab
California
$7.58M +$1.44M +5,716 +31%
BCM
17
Bridgeway Capital Management
Texas
$6.76M
FWSM
18
First Wilshire Securities Management
California
$6.21M -$131K -523 -3%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$5.86M +$440K +1,751 +10%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$4.89M +$878K +3,496 +29%
Hotchkis & Wiley Capital Management
21
Hotchkis & Wiley Capital Management
California
$4.36M +$82.9K +330 +2%
Prudential Financial
22
Prudential Financial
New Jersey
$4.06M +$716K +2,850 +28%
BIP
23
Brandes Investment Partners
California
$3.85M +$142K +566 +5%
WAM
24
Westport Asset Management
Connecticut
$3.59M +$2.9M +11,554 New
RA
25
Royce & Associates
New York
$3.33M +$1.21M +4,800 +81%

NWLI Hedge Fund Activity: Q4 2016 in Review

103 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q4 2016, worth a combined $856M — up 52% from $563M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new NWLI positions and 7 closed out — a net gain of 9 holders — while 39 added to existing stakes and 28 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $2.89M. The largest seller was Nuance Investments, exiting entirely with an estimated $3.59M sold.

  • 103 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q4 2016, up from 96 in Q3 2016.
  • Funds reported $856M of National Western Life Group, Inc. Class A stock for Q4 2016, up 52% quarter-over-quarter.
  • 16 funds opened new National Western Life Group, Inc. Class A positions in Q4 2016 and 7 closed out, a net change of +9 holders.
  • The largest National Western Life Group, Inc. Class A buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $2.89M added.
  • The largest National Western Life Group, Inc. Class A seller in Q4 2016 was Nuance Investments, an estimated $3.59M sold.

Based on aggregated 13F filings for Q4 2016.