We are live on ! Find out more
NWLI

National Western Life Group, Inc. Class A

Delisted

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

105 hedge funds and large institutions have $1.01B invested in National Western Life Group, Inc. Class A in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 44 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 30

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

10% more capital invested

Capital invested by funds: $911M → $1.01B (+$94.5M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less funds holding

Funds holding: 106105 (-1)

Holders
105
Holders Change
-1
Holders Change %
-0.94%
% of All Funds
2.62%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
8
Increased
44
Reduced
30
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
$405M
Fidelity Investments
2
Fidelity Investments
Massachusetts
$85.4M +$187K +556 +0.2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$69.2M +$789K +2,351 +1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$64.6M -$157K -469 -0.3%
BlackRock
5
BlackRock
New York
$52.3M +$1.15M +3,439 +2%
TBC
6
Tweedy, Browne Co
Connecticut
$30M -$174K -517 -0.6%
CB
7
Cooke & Bieler
Pennsylvania
$25.6M +$2.55M +7,590 +12%
RAM
8
RK Asset Management
Michigan
$22.1M -$2.03M -6,051 -9%
Schroder Investment Management Group
9
Schroder Investment Management Group
United Kingdom
$19.7M -$239K -711 -1%
Franklin Resources
10
Franklin Resources
California
$18M
SRC
11
Shufro Rose & Co
New York
$15.8M -$131K -391 -0.9%
State Street
12
State Street
Massachusetts
$15.7M -$92K -274 -0.6%
Ameriprise
13
Ameriprise
Minnesota
$11.1M +$3.36K +10 +0%
Northern Trust
14
Northern Trust
Illinois
$10.8M -$151K -450 -1%
BCM
15
Bridgeway Capital Management
Texas
$9.46M +$453K +1,350 +5%
AQR Capital Management
16
AQR Capital Management
Connecticut
$8.59M +$2.9M +8,650 +54%
Charles Schwab
17
Charles Schwab
California
$8.25M +$117K +348 +1%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$6.99M +$79.2K +236 +1%
FWSM
19
First Wilshire Securities Management
California
$6.7M -$104K -311 -2%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$5.8M -$31.6K -94 -0.6%
Prudential Financial
21
Prudential Financial
New Jersey
$5.65M +$641K +1,910 +13%
Renaissance Technologies
22
Renaissance Technologies
New York
$5.2M -$269K -800 -5%
LSV Asset Management
23
LSV Asset Management
Illinois
$4.69M +$517K +1,540 +13%
Hotchkis & Wiley Capital Management
24
Hotchkis & Wiley Capital Management
California
$4.64M +$75.9K +226 +2%
Fiera Capital (Canada)
25
Fiera Capital (Canada)
Quebec, Canada
$4.04M -$566K -1,686 -13%

NWLI Hedge Fund Activity: Q3 2017 in Review

105 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q3 2017, worth a combined $1.01B — up 10% from $911M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new NWLI positions and 7 closed out — a net gain of 1 holder — while 44 added to existing stakes and 30 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $2.9M. The largest seller was Boston Partners, exiting entirely with an estimated $2.6M sold.

  • 105 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q3 2017, down from 106 in Q2 2017.
  • Funds reported $1.01B of National Western Life Group, Inc. Class A stock for Q3 2017, up 10% quarter-over-quarter.
  • 8 funds opened new National Western Life Group, Inc. Class A positions in Q3 2017 and 7 closed out, a net change of +1 holder.
  • The largest National Western Life Group, Inc. Class A buyer in Q3 2017 was AQR Capital Management, an estimated $2.9M added.
  • The largest National Western Life Group, Inc. Class A seller in Q3 2017 was Boston Partners, an estimated $2.6M sold.

Based on aggregated 13F filings for Q3 2017.