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NWLI

National Western Life Group, Inc. Class A

Delisted

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

106 hedge funds and large institutions have $911M invested in National Western Life Group, Inc. Class A in 2017 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 36 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

8% more funds holding

Funds holding: 98106 (+8)

7% more capital invested

Capital invested by funds: $852M → $911M (+$59M)

3% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 36

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
106
Holders Change
+8
Holders Change %
+8.16%
% of All Funds
2.64%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
14
Increased
37
Reduced
36
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MNBTD
1
Moody National Bank Trust Division
Texas
$371M
Fidelity Investments
2
Fidelity Investments
Massachusetts
$78.1M +$940K +3,016 +1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$62.6M +$2.44M +7,820 +4%
Vanguard Group
4
Vanguard Group
Pennsylvania
$59.3M +$1.22M +3,907 +2%
BlackRock
5
BlackRock
New York
$46.8M +$78.6K +252 +0.2%
TBC
6
Tweedy, Browne Co
Connecticut
$27.6M -$257K -825 -0.9%
RAM
7
RK Asset Management
Michigan
$22.2M -$274K -880 -1%
CB
8
Cooke & Bieler
Pennsylvania
$21M -$12.5K -40 -0.1%
Schroder Investment Management Group
9
Schroder Investment Management Group
United Kingdom
$18.3M -$512K -1,643 -3%
Franklin Resources
10
Franklin Resources
California
$16.5M +$6.55K +21 +0%
SRC
11
Shufro Rose & Co
New York
$14.6M -$90.7K -291 -0.6%
State Street
12
State Street
Massachusetts
$14.5M +$905K +2,902 +7%
Ameriprise
13
Ameriprise
Minnesota
$10.1M -$3.24M -10,378 -25%
Northern Trust
14
Northern Trust
Illinois
$10M -$16.2K -52 -0.2%
BCM
15
Bridgeway Capital Management
Texas
$8.23M +$1.25M +4,000 +18%
Charles Schwab
16
Charles Schwab
California
$7.44M +$11.8K +38 +0.2%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$6.33M +$265K +851 +4%
FWSM
18
First Wilshire Securities Management
California
$6.24M -$85.1K -273 -1%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$5.35M -$9.98K -32 -0.2%
AQR Capital Management
20
AQR Capital Management
Connecticut
$5.1M +$2.46M +7,891 +98%
Renaissance Technologies
21
Renaissance Technologies
New York
$5.02M +$4.55M +14,600 +1,327%
Prudential Financial
22
Prudential Financial
New Jersey
$4.56M +$435K +1,394 +11%
Fiera Capital (Canada)
23
Fiera Capital (Canada)
Quebec, Canada
$4.24M +$1.14M +3,669 +38%
Hotchkis & Wiley Capital Management
24
Hotchkis & Wiley Capital Management
California
$4.17M +$34.3K +110 +0.8%
LSV Asset Management
25
LSV Asset Management
Illinois
$3.8M -$156K -500 -4%

NWLI Hedge Fund Activity: Q2 2017 in Review

106 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q2 2017, worth a combined $911M — up 6.9% from $852M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new NWLI positions and 6 closed out — a net gain of 8 holders — while 37 added to existing stakes and 36 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $4.55M. The largest seller was Ameriprise, cutting an estimated $3.24M.

  • 106 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q2 2017, up from 98 in Q1 2017.
  • Funds reported $911M of National Western Life Group, Inc. Class A stock for Q2 2017, up 6.9% quarter-over-quarter.
  • 14 funds opened new National Western Life Group, Inc. Class A positions in Q2 2017 and 6 closed out, a net change of +8 holders.
  • The largest National Western Life Group, Inc. Class A buyer in Q2 2017 was Renaissance Technologies, an estimated $4.55M added.
  • The largest National Western Life Group, Inc. Class A seller in Q2 2017 was Ameriprise, an estimated $3.24M sold.

Based on aggregated 13F filings for Q2 2017.