National Western Life Group, Inc. Class A
NWLI
NWLI was delisted on the 8th of July, 2024.
110 hedge funds and large institutions have $890M invested in National Western Life Group, Inc. Class A in 2018 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 43 increasing their positions, 32 reducing their positions, and 10 closing their positions.
34% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 32
1% more capital invested
Capital invested by funds: $877M → $890M (+$13.1M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
4% less funds holding
Funds holding: 114 → 110 (-4)
20% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ARM
Adirondack Research & Management
Guilderland,
New York
|
+$5.43M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$3.61M |
| 3 |
Prudential Financial
Newark,
New Jersey
|
+$1.82M |
| 4 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$1.78M |
| 5 |
BlackRock
New York
|
+$1.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$4.58M |
| 2 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$2.6M |
| 3 |
BIP
Brandes Investment Partners
La Jolla,
California
|
-$1.46M |
| 4 |
TBC
Tweedy, Browne Co
Stamford,
Connecticut
|
-$1.05M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$1.02M |
NWLI Hedge Fund Activity: Q2 2018 in Review
110 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q2 2018, worth a combined $890M — up 1.5% from $877M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of NWLI and 8 opened new positions — a net loss of 2 holders — while 32 trimmed existing stakes and 43 added.
The largest buyer was Adirondack Research & Management, opening a new position worth an estimated $5.43M. The largest seller was Franklin Resources, cutting an estimated $4.58M.
- 110 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q2 2018, down from 114 in Q1 2018.
- Funds reported $890M of National Western Life Group, Inc. Class A stock for Q2 2018, up 1.5% quarter-over-quarter.
- 8 funds opened new National Western Life Group, Inc. Class A positions in Q2 2018 and 10 closed out, a net change of -2 holders.
- The largest National Western Life Group, Inc. Class A buyer in Q2 2018 was Adirondack Research & Management, an estimated $5.43M added.
- The largest National Western Life Group, Inc. Class A seller in Q2 2018 was Franklin Resources, an estimated $4.58M sold.
Based on aggregated 13F filings for Q2 2018.