National Western Life Group, Inc. Class A
NWLI
NWLI was delisted on the 8th of July, 2024.
112 hedge funds and large institutions have $784M invested in National Western Life Group, Inc. Class A in 2019 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 35 increasing their positions, 46 reducing their positions, and 6 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
5% more capital invested
Capital invested by funds: $744M → $784M (+$39.1M)
2% more funds holding
Funds holding: 110 → 112 (+2)
24% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 46
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWSM
First Wilshire Securities Management
Pasadena,
California
|
+$5.18M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$2.27M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.65M |
| 4 |
BlackRock
New York
|
+$1.56M |
| 5 |
DA
Denali Advisors
San Diego,
California
|
+$1.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSV Asset Management
Chicago,
Illinois
|
-$1.9M |
| 2 |
RA
Royce & Associates
New York
|
-$1.84M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$1.24M |
| 4 |
ARM
Adirondack Research & Management
Guilderland,
New York
|
-$986K |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$644K |
NWLI Hedge Fund Activity: Q3 2019 in Review
112 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q3 2019, worth a combined $784M — up 5.3% from $744M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new NWLI positions and 6 closed out — a net gain of 2 holders — while 35 added to existing stakes and 46 trimmed.
The largest buyer was First Wilshire Securities Management, adding an estimated $5.18M. The largest seller was LSV Asset Management, cutting an estimated $1.9M.
- 112 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q3 2019, up from 110 in Q2 2019.
- Funds reported $784M of National Western Life Group, Inc. Class A stock for Q3 2019, up 5.3% quarter-over-quarter.
- 8 funds opened new National Western Life Group, Inc. Class A positions in Q3 2019 and 6 closed out, a net change of +2 holders.
- The largest National Western Life Group, Inc. Class A buyer in Q3 2019 was First Wilshire Securities Management, an estimated $5.18M added.
- The largest National Western Life Group, Inc. Class A seller in Q3 2019 was LSV Asset Management, an estimated $1.9M sold.
Based on aggregated 13F filings for Q3 2019.