National Western Life Group, Inc. Class A
NWLI
NWLI was delisted on the 8th of July, 2024.
114 hedge funds and large institutions have $877M invested in National Western Life Group, Inc. Class A in 2018 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 30 increasing their positions, 43 reducing their positions, and 10 closing their positions.
10% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 10
0% more funds holding
Funds holding: 114 → 114 (0)
9% less capital invested
Capital invested by funds: $961M → $877M (-$84M)
30% less repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 43
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
+$2.47M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.68M |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
+$1.64M |
| 4 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
+$847K |
| 5 |
Charles Schwab
San Francisco,
California
|
+$560K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RAM
RK Asset Management
Grosse Pointe Farms,
Michigan
|
-$2.08M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$1.69M |
| 3 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
-$1.45M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$1.14M |
| 5 |
MAM
Martingale Asset Management
Boston,
Massachusetts
|
-$1.11M |
NWLI Hedge Fund Activity: Q1 2018 in Review
114 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q1 2018, worth a combined $877M — down 8.7% from $961M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new NWLI positions and 10 closed out — a net gain of 1 holder — while 30 added to existing stakes and 43 trimmed.
The largest buyer was Dimensional Fund Advisors, adding an estimated $2.47M. The largest seller was RK Asset Management, cutting an estimated $2.08M.
- 114 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q1 2018, unchanged from Q4 2017.
- Funds reported $877M of National Western Life Group, Inc. Class A stock for Q1 2018, down 8.7% quarter-over-quarter.
- 11 funds opened new National Western Life Group, Inc. Class A positions in Q1 2018 and 10 closed out, a net change of +1 holder.
- The largest National Western Life Group, Inc. Class A buyer in Q1 2018 was Dimensional Fund Advisors, an estimated $2.47M added.
- The largest National Western Life Group, Inc. Class A seller in Q1 2018 was RK Asset Management, an estimated $2.08M sold.
Based on aggregated 13F filings for Q1 2018.