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NWLI

National Western Life Group, Inc. Class A

Delisted

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

94 hedge funds and large institutions have $736M invested in National Western Life Group, Inc. Class A in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 27 increasing their positions, 38 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

23% more capital invested

Capital invested by funds: $599M → $736M (+$136M)

2% less funds holding

Funds holding: 9694 (-2)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

29% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 38

Holders
94
Holders Change
-2
Holders Change %
-2.08%
% of All Funds
1.65%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
6
Increased
27
Reduced
38
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
$289M
Vanguard Group
2
Vanguard Group
Pennsylvania
$65.3M +$323K +1,507 +0.6%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$60.5M -$1.1M -5,120 -2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$49.5M -$180K -839 -0.4%
BlackRock
5
BlackRock
New York
$49.3M +$2.66M +12,393 +7%
CB
6
Cooke & Bieler
Pennsylvania
$29.1M +$81.5K +380 +0.3%
Wells Fargo
7
Wells Fargo
California
$19.9M -$543K -2,529 -3%
Ameriprise
8
Ameriprise
Minnesota
$13.5M +$1.69M +7,865 +17%
RAM
9
RK Asset Management
Michigan
$13M +$11.2M +52,235 New
TBC
10
Tweedy, Browne Co
Connecticut
$12.3M -$3.82M -17,797 -27%
State Street
11
State Street
Massachusetts
$11.9M -$713K -3,323 -7%
BIP
12
Brandes Investment Partners
California
$11.5M +$5.02M +23,382 +105%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$10M +$806K +3,756 +10%
Hotchkis & Wiley Capital Management
14
Hotchkis & Wiley Capital Management
California
$9.95M +$577K +2,689 +7%
Northern Trust
15
Northern Trust
Illinois
$7.31M -$653K -3,042 -9%
Charles Schwab
16
Charles Schwab
California
$5.71M +$159K +740 +3%
BCM
17
Bridgeway Capital Management
Texas
$5.27M +$386K +1,800 +9%
Prudential Financial
18
Prudential Financial
New Jersey
$4.37M +$10.5K +49 +0.3%
Goldman Sachs
19
Goldman Sachs
New York
$4.31M +$1.03M +4,817 +39%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$3.91M -$9.01K -42 -0.3%
APCM
21
Arbiter Partners Capital Management
New York
$3.78M
DA
22
Denali Advisors
California
$3.21M
Arrowstreet Capital
23
Arrowstreet Capital
Massachusetts
$3.14M
N
24
Nuveen
North Carolina
$2.93M -$29.2K -136 -1%
FC
25
FCA Corp
Texas
$2.69M +$29.6K +138 +1%

NWLI Hedge Fund Activity: Q1 2021 in Review

94 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q1 2021, worth a combined $736M — up 23% from $599M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of NWLI and 6 opened new positions — a net loss of 1 holder — while 38 trimmed existing stakes and 27 added.

The largest buyer was Brandes Investment Partners, adding an estimated $5.02M. The largest seller was Tweedy, Browne Co, cutting an estimated $3.82M.

  • 94 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q1 2021, down from 96 in Q4 2020.
  • Funds reported $736M of National Western Life Group, Inc. Class A stock for Q1 2021, up 23% quarter-over-quarter.
  • 6 funds opened new National Western Life Group, Inc. Class A positions in Q1 2021 and 7 closed out, a net change of -1 holder.
  • The largest National Western Life Group, Inc. Class A buyer in Q1 2021 was Brandes Investment Partners, an estimated $5.02M added.
  • The largest National Western Life Group, Inc. Class A seller in Q1 2021 was Tweedy, Browne Co, an estimated $3.82M sold.

Based on aggregated 13F filings for Q1 2021.