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NWLI

National Western Life Group, Inc. Class A

Delisted

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

98 hedge funds and large institutions have $852M invested in National Western Life Group, Inc. Class A in 2017 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 37 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 31

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

0% less capital invested

Capital invested by funds: $856M → $852M (-$3.6M)

5% less funds holding

Funds holding: 10398 (-5)

Holders
98
Holders Change
-5
Holders Change %
-4.85%
% of All Funds
2.44%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
8
Increased
37
Reduced
31
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MNBTD
1
Moody National Bank Trust Division
Texas
$353M +$1.35M +4,350 +0.4%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$73.4M +$811K +2,618 +1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$57.2M +$1.63M +5,280 +3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$55.2M +$2.59M +8,367 +5%
BlackRock
5
BlackRock
New York
$44.5M +$45.1M +145,595 +26,139%
TBC
6
Tweedy, Browne Co
Connecticut
$26.5M -$130K -420 -0.5%
RAM
7
RK Asset Management
Michigan
$21.4M -$97.5K -315 -0.4%
CB
8
Cooke & Bieler
Pennsylvania
$20M +$21.7K +70 +0.1%
Schroder Investment Management Group
9
Schroder Investment Management Group
United Kingdom
$18M +$509K +1,644 +3%
Franklin Resources
10
Franklin Resources
California
$15.7M
SRC
11
Shufro Rose & Co
New York
$14M -$251K -810 -2%
State Street
12
State Street
Massachusetts
$12.9M +$319K +1,029 +2%
Ameriprise
13
Ameriprise
Minnesota
$12.8M -$440K -1,422 -3%
Northern Trust
14
Northern Trust
Illinois
$9.53M +$365K +1,179 +4%
Charles Schwab
15
Charles Schwab
California
$7.07M -$353K -1,140 -5%
BCM
16
Bridgeway Capital Management
Texas
$6.62M
FWSM
17
First Wilshire Securities Management
California
$6.02M -$61.9K -200 -1%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$5.76M +$28.8K +93 +0.5%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$5.1M +$320K +1,035 +7%
Hotchkis & Wiley Capital Management
20
Hotchkis & Wiley Capital Management
California
$3.94M -$333K -1,077 -8%
Prudential Financial
21
Prudential Financial
New Jersey
$3.92M -$55.7K -180 -1%
BIP
22
Brandes Investment Partners
California
$3.78M +$17.6K +57 +0.5%
LSV Asset Management
23
LSV Asset Management
Illinois
$3.77M +$1.74M +5,612 +83%
WAM
24
Westport Asset Management
Connecticut
$3.51M
RA
25
Royce & Associates
New York
$3.41M +$155K +500 +5%

NWLI Hedge Fund Activity: Q1 2017 in Review

98 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q1 2017, worth a combined $852M — down 0.42% from $856M a quarter earlier.

Fund positioning in NWLI was balanced in Q1 2017: 8 funds opened new positions, 8 closed out, 37 added to existing stakes and 31 trimmed.

The largest buyer was BlackRock, adding an estimated $45.1M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $936K sold.

  • 98 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q1 2017, down from 103 in Q4 2016.
  • Funds reported $852M of National Western Life Group, Inc. Class A stock for Q1 2017, down 0.42% quarter-over-quarter.
  • 8 funds opened new National Western Life Group, Inc. Class A positions in Q1 2017 and 8 closed out, a net change of 0 holders.
  • The largest National Western Life Group, Inc. Class A buyer in Q1 2017 was BlackRock, an estimated $45.1M added.
  • The largest National Western Life Group, Inc. Class A seller in Q1 2017 was Susquehanna International Group, an estimated $936K sold.

Based on aggregated 13F filings for Q1 2017.