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NWLI

National Western Life Group, Inc. Class A

Delisted

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

110 hedge funds and large institutions have $744M invested in National Western Life Group, Inc. Class A in 2019 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 40 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 30

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

0% more funds holding

Funds holding: 110110 (0)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2% less capital invested

Capital invested by funds: $758M → $744M (-$13.4M)

Holders
110
Holders Change
Holders Change %
0%
% of All Funds
2.39%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
9
Increased
40
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
$299M +$266K +1,000 +0.1%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$65.9M +$1.37M +5,161 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$64.2M -$342K -1,286 -0.5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$51.4M -$376K -1,415 -0.7%
BlackRock
5
BlackRock
New York
$43M +$3.03M +11,379 +7%
TBC
6
Tweedy, Browne Co
Connecticut
$19.3M -$151K -568 -0.8%
RAM
7
RK Asset Management
Michigan
$14.5M +$121K +454 +0.8%
CB
8
Cooke & Bieler
Pennsylvania
$12.6M +$378K +1,420 +3%
State Street
9
State Street
Massachusetts
$12.4M +$359K +1,351 +3%
SRC
10
Shufro Rose & Co
New York
$12.2M -$23.9K -90 -0.2%
Ameriprise
11
Ameriprise
Minnesota
$9.75M +$213K +800 +2%
Hotchkis & Wiley Capital Management
12
Hotchkis & Wiley Capital Management
California
$8.53M +$311K +1,170 +4%
Northern Trust
13
Northern Trust
Illinois
$8.42M +$193K +724 +2%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$8.25M +$579K +2,176 +7%
Charles Schwab
15
Charles Schwab
California
$7.67M +$546K +2,052 +7%
Schroder Investment Management Group
16
Schroder Investment Management Group
United Kingdom
$7.65M -$424K -1,595 -5%
BCM
17
Bridgeway Capital Management
Texas
$5.83M
Renaissance Technologies
18
Renaissance Technologies
New York
$5.7M +$1.08M +4,068 +22%
AQR Capital Management
19
AQR Capital Management
Connecticut
$5.6M -$153K -574 -3%
Prudential Financial
20
Prudential Financial
New Jersey
$5.12M -$1.62M -6,106 -23%
ARM
21
Adirondack Research & Management
New York
$4.5M
Bank of New York Mellon
22
Bank of New York Mellon
New York
$4.13M -$31.7K -119 -0.7%
LSV Asset Management
23
LSV Asset Management
Illinois
$3.25M -$1.64M -6,150 -33%
FWSM
24
First Wilshire Securities Management
California
$3.21M -$1.47M -5,513 -31%
AG
25
Aperio Group
California
$2.97M +$1.46M +5,507 +91%

NWLI Hedge Fund Activity: Q2 2019 in Review

110 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q2 2019, worth a combined $744M — down 1.8% from $758M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new NWLI positions and 7 closed out — a net gain of 2 holders — while 40 added to existing stakes and 30 trimmed.

The largest buyer was BlackRock, adding an estimated $3.03M. The largest seller was Franklin Resources, exiting entirely with an estimated $2.77M sold.

  • 110 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q2 2019, unchanged from Q1 2019.
  • Funds reported $744M of National Western Life Group, Inc. Class A stock for Q2 2019, down 1.8% quarter-over-quarter.
  • 9 funds opened new National Western Life Group, Inc. Class A positions in Q2 2019 and 7 closed out, a net change of +2 holders.
  • The largest National Western Life Group, Inc. Class A buyer in Q2 2019 was BlackRock, an estimated $3.03M added.
  • The largest National Western Life Group, Inc. Class A seller in Q2 2019 was Franklin Resources, an estimated $2.77M sold.

Based on aggregated 13F filings for Q2 2019.