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NWLI

National Western Life Group, Inc. Class A

Delisted

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

99 hedge funds and large institutions have $593M invested in National Western Life Group, Inc. Class A in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 40 increasing their positions, 36 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

20% more capital invested

Capital invested by funds: $493M → $593M (+$99.6M)

11% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 36

3% less funds holding

Funds holding: 10299 (-3)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

Holders
99
Holders Change
-3
Holders Change %
-2.94%
% of All Funds
2.03%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
8
Increased
40
Reduced
36
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MNBTD
1
Moody National Bank Trust Division
Texas
$236M
Vanguard Group
2
Vanguard Group
Pennsylvania
$54.1M +$10.3M +54,212 +26%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$50.6M -$269K -1,410 -0.6%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$41M -$5.46M -28,625 -12%
BlackRock
5
BlackRock
New York
$37.6M +$1.19M +6,248 +3%
CB
6
Cooke & Bieler
Pennsylvania
$22.6M +$4.66M +24,465 +28%
TBC
7
Tweedy, Browne Co
Connecticut
$14M -$120K -632 -0.9%
Wells Fargo
8
Wells Fargo
California
$13.1M +$4.62M +24,233 +60%
SRC
9
Shufro Rose & Co
New York
$10.4M -$168K -879 -2%
State Street
10
State Street
Massachusetts
$10.3M +$148K +776 +2%
Ameriprise
11
Ameriprise
Minnesota
$8.93M -$192K -1,005 -2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$7.72M +$477K +2,505 +7%
Northern Trust
13
Northern Trust
Illinois
$7.27M +$506K +2,655 +8%
Hotchkis & Wiley Capital Management
14
Hotchkis & Wiley Capital Management
California
$6.65M -$703K -3,690 -10%
Charles Schwab
15
Charles Schwab
California
$4.45M +$85.6K +449 +2%
BCM
16
Bridgeway Capital Management
Texas
$3.94M -$381K -2,000 -9%
Prudential Financial
17
Prudential Financial
New Jersey
$3.64M +$3.81K +20 +0.1%
Renaissance Technologies
18
Renaissance Technologies
New York
$3.46M -$972K -5,100 -23%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$3.15M -$142K -747 -5%
AllianceBernstein
20
AllianceBernstein
Tennessee
$2.96M +$755K +3,959 +37%
APCM
21
Arbiter Partners Capital Management
New York
$2.88M +$1.9M +9,976 +236%
AQR Capital Management
22
AQR Capital Management
Connecticut
$2.57M -$114K -598 -5%
DA
23
Denali Advisors
California
$2.4M +$1.11M +5,800 +97%
Goldman Sachs
24
Goldman Sachs
New York
$2.4M +$248K +1,301 +12%
WAM
25
Westport Asset Management
Connecticut
$2.35M

NWLI Hedge Fund Activity: Q2 2020 in Review

99 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q2 2020, worth a combined $593M — up 20% from $493M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of NWLI and 8 opened new positions — a net loss of 3 holders — while 36 trimmed existing stakes and 40 added.

The largest buyer was Vanguard Group, adding an estimated $10.3M. The largest seller was Fidelity Investments, cutting an estimated $5.46M.

  • 99 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q2 2020, down from 102 in Q1 2020.
  • Funds reported $593M of National Western Life Group, Inc. Class A stock for Q2 2020, up 20% quarter-over-quarter.
  • 8 funds opened new National Western Life Group, Inc. Class A positions in Q2 2020 and 11 closed out, a net change of -3 holders.
  • The largest National Western Life Group, Inc. Class A buyer in Q2 2020 was Vanguard Group, an estimated $10.3M added.
  • The largest National Western Life Group, Inc. Class A seller in Q2 2020 was Fidelity Investments, an estimated $5.46M sold.

Based on aggregated 13F filings for Q2 2020.