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NWLI

National Western Life Group, Inc. Class A

Delisted

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

98 hedge funds and large institutions have $528M invested in National Western Life Group, Inc. Class A in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 43 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

1% less funds holding

Funds holding: 9998 (-1)

11% less capital invested

Capital invested by funds: $593M → $528M (-$64.5M)

44% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 43

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
98
Holders Change
-1
Holders Change %
-1.01%
% of All Funds
1.98%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
9
Increased
24
Reduced
43
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MNBTD
1
Moody National Bank Trust Division
Texas
$212M
Vanguard Group
2
Vanguard Group
Pennsylvania
$46.5M -$2.36M -11,495 -4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$45.6M +$101K +492 +0.2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$36.9M
BlackRock
5
BlackRock
New York
$33M -$959K -4,668 -3%
CB
6
Cooke & Bieler
Pennsylvania
$21.2M +$1.01M +4,894 +4%
Wells Fargo
7
Wells Fargo
California
$14.2M +$2.69M +13,099 +20%
TBC
8
Tweedy, Browne Co
Connecticut
$12.6M -$28.8K -140 -0.2%
State Street
9
State Street
Massachusetts
$8.99M -$355K -1,727 -3%
Ameriprise
10
Ameriprise
Minnesota
$8.3M +$299K +1,455 +3%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$7.08M +$153K +744 +2%
Northern Trust
12
Northern Trust
Illinois
$6.32M -$247K -1,204 -3%
Hotchkis & Wiley Capital Management
13
Hotchkis & Wiley Capital Management
California
$6.02M +$45.2K +220 +0.7%
SRC
14
Shufro Rose & Co
New York
$5.6M -$4.22M -20,524 -40%
Charles Schwab
15
Charles Schwab
California
$4.09M +$99.6K +485 +2%
BCM
16
Bridgeway Capital Management
Texas
$3.54M
Prudential Financial
17
Prudential Financial
New Jersey
$3.2M -$86.3K -420 -2%
APCM
18
Arbiter Partners Capital Management
New York
$2.78M +$205K +1,000 +7%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$2.7M -$153K -743 -5%
AllianceBernstein
20
AllianceBernstein
Tennessee
$2.69M +$27.9K +136 +0.9%
DA
21
Denali Advisors
California
$2.16M
N
22
Nuveen
North Carolina
$2.13M +$394K +1,918 +20%
WAM
23
Westport Asset Management
Connecticut
$2.11M
Goldman Sachs
24
Goldman Sachs
New York
$2.09M -$79.3K -386 -3%
AQR Capital Management
25
AQR Capital Management
Connecticut
$1.99M -$360K -1,753 -14%

NWLI Hedge Fund Activity: Q3 2020 in Review

98 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q3 2020, worth a combined $528M — down 11% from $593M a quarter earlier.

Fund positioning in NWLI was balanced in Q3 2020: 9 funds opened new positions, 9 closed out, 24 added to existing stakes and 43 trimmed.

The largest buyer was Wells Fargo, adding an estimated $2.69M. The largest seller was Shufro Rose & Co, cutting an estimated $4.22M.

  • 98 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q3 2020, down from 99 in Q2 2020.
  • Funds reported $528M of National Western Life Group, Inc. Class A stock for Q3 2020, down 11% quarter-over-quarter.
  • 9 funds opened new National Western Life Group, Inc. Class A positions in Q3 2020 and 9 closed out, a net change of 0 holders.
  • The largest National Western Life Group, Inc. Class A buyer in Q3 2020 was Wells Fargo, an estimated $2.69M added.
  • The largest National Western Life Group, Inc. Class A seller in Q3 2020 was Shufro Rose & Co, an estimated $4.22M sold.

Based on aggregated 13F filings for Q3 2020.