National Western Life Group, Inc. Class A
NWLI
NWLI was delisted on the 8th of July, 2024.
113 hedge funds and large institutions have $870M invested in National Western Life Group, Inc. Class A in 2018 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 29 increasing their positions, 43 reducing their positions, and 11 closing their positions.
64% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 11
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
6% more funds holding
Funds holding: 107 → 113 (+6)
6% less capital invested
Capital invested by funds: $926M → $870M (-$55.2M)
33% less repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 43
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
+$4.51M |
| 2 |
BlackRock
New York
|
+$1.43M |
| 3 |
JIR
James Investment Research
Alpha,
Ohio
|
+$1.05M |
| 4 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$771K |
| 5 |
Russell Investments Group
London,
United Kingdom
|
+$653K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$2.4M |
| 2 |
Renaissance Technologies
New York
|
-$2.25M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
-$2.05M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
-$1.24M |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$1.23M |
NWLI Hedge Fund Activity: Q4 2018 in Review
113 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q4 2018, worth a combined $870M — down 6% from $926M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new NWLI positions and 11 closed out — a net gain of 7 holders — while 29 added to existing stakes and 43 trimmed.
The largest buyer was Dimensional Fund Advisors, adding an estimated $4.51M. The largest seller was Bridgeway Capital Management, cutting an estimated $2.4M.
- 113 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q4 2018, up from 107 in Q3 2018.
- Funds reported $870M of National Western Life Group, Inc. Class A stock for Q4 2018, down 6% quarter-over-quarter.
- 18 funds opened new National Western Life Group, Inc. Class A positions in Q4 2018 and 11 closed out, a net change of +7 holders.
- The largest National Western Life Group, Inc. Class A buyer in Q4 2018 was Dimensional Fund Advisors, an estimated $4.51M added.
- The largest National Western Life Group, Inc. Class A seller in Q4 2018 was Bridgeway Capital Management, an estimated $2.4M sold.
Based on aggregated 13F filings for Q4 2018.