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NWLI

National Western Life Group, Inc. Class A

Delisted

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

102 hedge funds and large institutions have $600M invested in National Western Life Group, Inc. Class A in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 41 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

2% less capital invested

Capital invested by funds: $610M → $600M (-$10.2M)

2% less funds holding

Funds holding: 104102 (-2)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

32% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 41

Holders
102
Holders Change
-2
Holders Change %
-1.92%
% of All Funds
1.61%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
8
Increased
28
Reduced
41
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
$245M
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$46.7M -$20.5K -96 -0%
BlackRock
3
BlackRock
New York
$39.8M -$1.03M -4,814 -2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$38.8M +$215K +1,005 +0.5%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$32M -$40.4K -189 -0.1%
CB
6
Cooke & Bieler
Pennsylvania
$22.8M -$173K -810 -0.7%
Allspring Global Investments
7
Allspring Global Investments
North Carolina
$18.6M +$2.13K +10 +0%
BIP
8
Brandes Investment Partners
California
$17.9M +$37.4K +175 +0.2%
Ameriprise
9
Ameriprise
Minnesota
$15.1M +$725K +3,394 +5%
RAM
10
RK Asset Management
Michigan
$11.5M -$161K -754 -1%
State Street
11
State Street
Massachusetts
$10.5M +$252K +1,180 +2%
TBC
12
Tweedy, Browne Co
Connecticut
$9.54M -$741K -3,469 -7%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$9.19M +$307K +1,436 +3%
Hotchkis & Wiley Capital Management
14
Hotchkis & Wiley Capital Management
California
$8.27M +$105K +491 +1%
MI
15
M3F Inc
Utah
$6.54M +$6.63M +31,072 New
Northern Trust
16
Northern Trust
Illinois
$5.68M -$50K -234 -0.9%
Charles Schwab
17
Charles Schwab
California
$4.84M +$73K +342 +2%
Goldman Sachs
18
Goldman Sachs
New York
$3.92M +$157K +737 +4%
APCM
19
Arbiter Partners Capital Management
New York
$3.7M +$100K +470 +3%
BCM
20
Bridgeway Capital Management
Texas
$3.67M
Bank of New York Mellon
21
Bank of New York Mellon
New York
$3.47M +$589K +2,760 +20%
Prudential Financial
22
Prudential Financial
New Jersey
$3.16M -$20.5K -96 -0.6%
WAM
23
Westport Asset Management
Connecticut
$2.15M
FC
24
FCA Corp
Texas
$2.09M +$23.1K +108 +1%
N
25
Nuveen
North Carolina
$2M -$27.1K -127 -1%

NWLI Hedge Fund Activity: Q1 2022 in Review

102 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q1 2022, worth a combined $600M — down 1.7% from $610M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of NWLI and 8 opened new positions — a net loss of 2 holders — while 41 trimmed existing stakes and 28 added.

The largest buyer was M3F Inc, opening a new position worth an estimated $6.63M. The largest seller was HRT Financial, cutting an estimated $1.41M.

  • 102 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q1 2022, down from 104 in Q4 2021.
  • Funds reported $600M of National Western Life Group, Inc. Class A stock for Q1 2022, down 1.7% quarter-over-quarter.
  • 8 funds opened new National Western Life Group, Inc. Class A positions in Q1 2022 and 10 closed out, a net change of -2 holders.
  • The largest National Western Life Group, Inc. Class A buyer in Q1 2022 was M3F Inc, an estimated $6.63M added.
  • The largest National Western Life Group, Inc. Class A seller in Q1 2022 was HRT Financial, an estimated $1.41M sold.

Based on aggregated 13F filings for Q1 2022.