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NWLI

National Western Life Group, Inc. Class A

Delisted

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

104 hedge funds and large institutions have $610M invested in National Western Life Group, Inc. Class A in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 41 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

7% more funds holding

Funds holding: 97104 (+7)

1% more capital invested

Capital invested by funds: $606M → $610M (+$3.94M)

29% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 41

Holders
104
Holders Change
+7
Holders Change %
+7.22%
% of All Funds
1.6%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
12
Increased
29
Reduced
41
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MNBTD
1
Moody National Bank Trust Division
Texas
$250M +$326K +1,500 +0.1%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$47.6M -$1.66M -7,643 -3%
BlackRock
3
BlackRock
New York
$41.6M +$388K +1,782 +0.9%
Vanguard Group
4
Vanguard Group
Pennsylvania
$39.3M +$794K +3,650 +2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$32.7M +$305K +1,400 +0.9%
CB
6
Cooke & Bieler
Pennsylvania
$23.4M -$252K -1,160 -1%
Allspring Global Investments
7
Allspring Global Investments
North Carolina
$19M +$19.3M +88,482 New
BIP
8
Brandes Investment Partners
California
$18.2M +$585K +2,690 +3%
Ameriprise
9
Ameriprise
Minnesota
$14.7M +$168K +774 +1%
RAM
10
RK Asset Management
Michigan
$11.9M +$215K +986 +2%
State Street
11
State Street
Massachusetts
$10.5M -$115K -527 -1%
TBC
12
Tweedy, Browne Co
Connecticut
$10.5M -$63.1K -290 -0.6%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$9.06M +$70.5K +324 +0.8%
Hotchkis & Wiley Capital Management
14
Hotchkis & Wiley Capital Management
California
$8.32M -$239K -1,100 -3%
Northern Trust
15
Northern Trust
Illinois
$5.84M +$52K +239 +0.9%
Charles Schwab
16
Charles Schwab
California
$4.86M +$63.7K +293 +1%
Goldman Sachs
17
Goldman Sachs
New York
$3.84M -$198K -910 -5%
BCM
18
Bridgeway Capital Management
Texas
$3.75M
APCM
19
Arbiter Partners Capital Management
New York
$3.67M +$791K +3,634 +27%
Prudential Financial
20
Prudential Financial
New Jersey
$3.24M -$287K -1,320 -8%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$2.94M -$368K -1,693 -11%
WAM
22
Westport Asset Management
Connecticut
$2.15M
FC
23
FCA Corp
Texas
$2.11M -$243K -1,115 -10%
N
24
Nuveen
North Carolina
$1.95M -$147K -677 -7%
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$1.9M -$286K -1,315 -13%

NWLI Hedge Fund Activity: Q4 2021 in Review

104 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q4 2021, worth a combined $610M — up 0.65% from $606M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new NWLI positions and 4 closed out — a net gain of 8 holders — while 29 added to existing stakes and 41 trimmed.

The largest buyer was Vanguard Group, adding an estimated $794K. The largest seller was Wells Fargo, cutting an estimated $18.7M.

  • 104 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q4 2021, up from 97 in Q3 2021.
  • Funds reported $610M of National Western Life Group, Inc. Class A stock for Q4 2021, up 0.65% quarter-over-quarter.
  • 12 funds opened new National Western Life Group, Inc. Class A positions in Q4 2021 and 4 closed out, a net change of +8 holders.
  • The largest National Western Life Group, Inc. Class A buyer in Q4 2021 was Vanguard Group, an estimated $794K added.
  • The largest National Western Life Group, Inc. Class A seller in Q4 2021 was Wells Fargo, an estimated $18.7M sold.

Based on aggregated 13F filings for Q4 2021.