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NWLI

National Western Life Group, Inc. Class A

Delisted

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

114 hedge funds and large institutions have $759M invested in National Western Life Group, Inc. Class A in 2022 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 30 increasing their positions, 38 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 7

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

58% more capital invested

Capital invested by funds: $479M → $759M (+$280M)

16% more funds holding

Funds holding: 98114 (+16)

21% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 38

Holders
114
Holders Change
+16
Holders Change %
+16.33%
% of All Funds
1.83%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
24
Increased
30
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
$329M
Vanguard Group
2
Vanguard Group
Pennsylvania
$53.8M +$745K +3,493 +2%
BlackRock
3
BlackRock
New York
$50M +$926K +4,343 +3%
CGIC
4
Continental General Insurance Company
Texas
$43.5M +$33M +154,826 New
Fidelity Investments
5
Fidelity Investments
Massachusetts
$42.3M +$166K +780 +0.5%
BIP
6
Brandes Investment Partners
California
$29.2M -$3.48M -16,303 -14%
Allspring Global Investments
7
Allspring Global Investments
North Carolina
$23.6M -$215K -1,010 -1%
CB
8
Cooke & Bieler
Pennsylvania
$18.5M -$8.34M -39,110 -37%
RAM
9
RK Asset Management
Michigan
$16.4M +$12.4M +58,339 New
Ameriprise
10
Ameriprise
Minnesota
$15.5M -$1.81M -8,467 -13%
State Street
11
State Street
Massachusetts
$14.1M +$149K +700 +1%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$12.7M +$898K +4,210 +10%
TBC
13
Tweedy, Browne Co
Connecticut
$12.5M -$3.41K -16 -0%
MI
14
M3F Inc
Utah
$11.2M -$213K -1,000 -2%
Hotchkis & Wiley Capital Management
15
Hotchkis & Wiley Capital Management
California
$7.7M -$738K -3,460 -11%
Northern Trust
16
Northern Trust
Illinois
$6.8M +$49.5K +232 +1%
Charles Schwab
17
Charles Schwab
California
$6.56M +$43.7K +205 +0.9%
APCM
18
Arbiter Partners Capital Management
New York
$5.63M
Bank of New York Mellon
19
Bank of New York Mellon
New York
$4.81M +$315K +1,478 +9%
BCM
20
Bridgeway Capital Management
Texas
$4.76M
Goldman Sachs
21
Goldman Sachs
New York
$3.49M -$2.06M -9,656 -44%
FC
22
FCA Corp
Texas
$2.93M +$35K +164 +2%
Prudential Financial
23
Prudential Financial
New Jersey
$2.75M -$554K -2,600 -21%
Bank of America
24
Bank of America
North Carolina
$2.44M +$279K +1,306 +18%
American Century Companies
25
American Century Companies
Missouri
$2.43M +$804K +3,771 +77%

NWLI Hedge Fund Activity: Q4 2022 in Review

114 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q4 2022, worth a combined $759M — up 58% from $479M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new NWLI positions and 7 closed out — a net gain of 17 holders — while 30 added to existing stakes and 38 trimmed.

The largest buyer was BlackRock, adding an estimated $926K. The largest seller was Cooke & Bieler, cutting an estimated $8.34M.

  • 114 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q4 2022, up from 98 in Q3 2022.
  • Funds reported $759M of National Western Life Group, Inc. Class A stock for Q4 2022, up 58% quarter-over-quarter.
  • 24 funds opened new National Western Life Group, Inc. Class A positions in Q4 2022 and 7 closed out, a net change of +17 holders.
  • The largest National Western Life Group, Inc. Class A buyer in Q4 2022 was BlackRock, an estimated $926K added.
  • The largest National Western Life Group, Inc. Class A seller in Q4 2022 was Cooke & Bieler, an estimated $8.34M sold.

Based on aggregated 13F filings for Q4 2022.