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NWLI

National Western Life Group, Inc. Class A

Delisted

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

96 hedge funds and large institutions have $599M invested in National Western Life Group, Inc. Class A in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $528M → $599M (+$71M)

7% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 30

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less funds holding

Funds holding: 9896 (-2)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

Holders
96
Holders Change
-2
Holders Change %
-2.04%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
32
Reduced
30
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MNBTD
1
Moody National Bank Trust Division
Texas
$240M
Vanguard Group
2
Vanguard Group
Pennsylvania
$53.8M +$1.19M +6,156 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$51.2M -$286K -1,473 -0.6%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$41.2M -$408K -2,100 -1%
BlackRock
5
BlackRock
New York
$38.3M +$1.01M +5,182 +3%
CB
6
Cooke & Bieler
Pennsylvania
$24.1M +$99.6K +513 +0.4%
Wells Fargo
7
Wells Fargo
California
$17M +$941K +4,849 +6%
TBC
8
Tweedy, Browne Co
Connecticut
$13.9M -$317K -1,635 -2%
State Street
9
State Street
Massachusetts
$10.5M +$339K +1,746 +4%
Ameriprise
10
Ameriprise
Minnesota
$9.56M +$178K +917 +2%
Hotchkis & Wiley Capital Management
11
Hotchkis & Wiley Capital Management
California
$7.69M +$840K +4,330 +13%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$7.52M -$444K -2,289 -6%
Northern Trust
13
Northern Trust
Illinois
$6.69M -$415K -2,138 -6%
Charles Schwab
14
Charles Schwab
California
$4.58M -$32.4K -167 -0.7%
BIP
15
Brandes Investment Partners
California
$4.56M +$3.33M +17,173 +338%
BCM
16
Bridgeway Capital Management
Texas
$4M
Prudential Financial
17
Prudential Financial
New Jersey
$3.61M
Bank of New York Mellon
18
Bank of New York Mellon
New York
$3.25M +$185K +955 +6%
APCM
19
Arbiter Partners Capital Management
New York
$3.14M
DA
20
Denali Advisors
California
$2.66M +$213K +1,100 +9%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$2.6M +$915K +4,716 +60%
Goldman Sachs
22
Goldman Sachs
New York
$2.58M +$213K +1,095 +10%
N
23
Nuveen
North Carolina
$2.46M +$49.3K +254 +2%
Deutsche Bank
24
Deutsche Bank
Germany
$2.3M +$1.84M +9,464 +569%
AllianceBernstein
25
AllianceBernstein
Tennessee
$2.25M -$733K -3,775 -26%

NWLI Hedge Fund Activity: Q4 2020 in Review

96 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q4 2020, worth a combined $599M — up 13% from $528M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of NWLI and 8 opened new positions — a net loss of 2 holders — while 30 trimmed existing stakes and 32 added.

The largest buyer was Brandes Investment Partners, adding an estimated $3.33M. The largest seller was Shufro Rose & Co, cutting an estimated $4.94M.

  • 96 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q4 2020, down from 98 in Q3 2020.
  • Funds reported $599M of National Western Life Group, Inc. Class A stock for Q4 2020, up 13% quarter-over-quarter.
  • 8 funds opened new National Western Life Group, Inc. Class A positions in Q4 2020 and 10 closed out, a net change of -2 holders.
  • The largest National Western Life Group, Inc. Class A buyer in Q4 2020 was Brandes Investment Partners, an estimated $3.33M added.
  • The largest National Western Life Group, Inc. Class A seller in Q4 2020 was Shufro Rose & Co, an estimated $4.94M sold.

Based on aggregated 13F filings for Q4 2020.