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NWLI

National Western Life Group, Inc. Class A

Delisted

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

107 hedge funds and large institutions have $926M invested in National Western Life Group, Inc. Class A in 2018 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 37 increasing their positions, 33 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 33

4% more capital invested

Capital invested by funds: $890M → $926M (+$35.6M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less funds holding

Funds holding: 110107 (-3)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
107
Holders Change
-3
Holders Change %
-2.73%
% of All Funds
2.45%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
2
Increased
37
Reduced
33
Closed
5
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 +$12.2K +38 +0%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$78.5M -$2.37M -7,375 -3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$74.2M +$3.33M +10,351 +5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$63.2M +$1.4M +4,357 +2%
BlackRock
5
BlackRock
New York
$49.6M -$209K -651 -0.4%
TBC
6
Tweedy, Browne Co
Connecticut
$24.5M -$632K -1,967 -2%
CB
7
Cooke & Bieler
Pennsylvania
$19.7M -$221K -689 -1%
RAM
8
RK Asset Management
Michigan
$17.5M -$37.6K -117 -0.2%
State Street
9
State Street
Massachusetts
$15.3M +$682K +2,121 +5%
SRC
10
Shufro Rose & Co
New York
$14.9M +$1.09M +3,376 +8%
Schroder Investment Management Group
11
Schroder Investment Management Group
United Kingdom
$12.6M -$6.1M -18,991 -32%
Northern Trust
12
Northern Trust
Illinois
$10.2M +$119K +370 +1%
Ameriprise
13
Ameriprise
Minnesota
$10.1M +$96.4K +300 +1%
Franklin Resources
14
Franklin Resources
California
$9.97M -$94.2K -293 -0.9%
Hotchkis & Wiley Capital Management
15
Hotchkis & Wiley Capital Management
California
$8.96M +$1.36M +4,230 +18%
BCM
16
Bridgeway Capital Management
Texas
$8.89M
Charles Schwab
17
Charles Schwab
California
$8.76M +$640K +1,991 +8%
AQR Capital Management
18
AQR Capital Management
Connecticut
$8.33M +$799K +2,487 +11%
Prudential Financial
19
Prudential Financial
New Jersey
$8.3M +$199K +619 +2%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$8.18M +$692K +2,153 +9%
Renaissance Technologies
21
Renaissance Technologies
New York
$7.87M +$858K +2,669 +12%
LSV Asset Management
22
LSV Asset Management
Illinois
$6M -$19.3K -60 -0.3%
FWSM
23
First Wilshire Securities Management
California
$5.84M -$25.1K -78 -0.4%
ARM
24
Adirondack Research & Management
New York
$5.55M
Bank of New York Mellon
25
Bank of New York Mellon
New York
$5.08M +$123K +382 +2%

NWLI Hedge Fund Activity: Q3 2018 in Review

107 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q3 2018, worth a combined $926M — up 4% from $890M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of NWLI and 2 opened new positions — a net loss of 3 holders — while 33 trimmed existing stakes and 37 added.

The largest buyer was Dimensional Fund Advisors, adding an estimated $3.33M. The largest seller was Schroder Investment Management Group, cutting an estimated $6.1M.

  • 107 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q3 2018, down from 110 in Q2 2018.
  • Funds reported $926M of National Western Life Group, Inc. Class A stock for Q3 2018, up 4% quarter-over-quarter.
  • 2 funds opened new National Western Life Group, Inc. Class A positions in Q3 2018 and 5 closed out, a net change of -3 holders.
  • The largest National Western Life Group, Inc. Class A buyer in Q3 2018 was Dimensional Fund Advisors, an estimated $3.33M added.
  • The largest National Western Life Group, Inc. Class A seller in Q3 2018 was Schroder Investment Management Group, an estimated $6.1M sold.

Based on aggregated 13F filings for Q3 2018.