National Western Life Group, Inc. Class A
NWLI
NWLI was delisted on the 8th of July, 2024.
112 hedge funds and large institutions have $714M invested in National Western Life Group, Inc. Class A in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 36 increasing their positions, 35 reducing their positions, and 8 closing their positions.
3% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 35
0% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 8
1% less funds holding
Funds holding: 113 → 112 (-1)
6% less capital invested
Capital invested by funds: $759M → $714M (-$44.7M)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$20.1M |
| 2 |
CGIC
Continental General Insurance Company
Austin,
Texas
|
+$4.06M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$1.23M |
| 4 |
BIP
Brandes Investment Partners
La Jolla,
California
|
+$848K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$636K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
-$883K |
| 2 |
MNBTD
Moody National Bank Trust Division
Galveston,
Texas
|
-$782K |
| 3 |
DA
Denali Advisors
San Diego,
California
|
-$704K |
| 4 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$621K |
| 5 |
Goldman Sachs
New York
|
-$602K |
NWLI Hedge Fund Activity: Q1 2023 in Review
112 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q1 2023, worth a combined $714M — down 5.9% from $759M a quarter earlier.
Fund positioning in NWLI was balanced in Q1 2023: 8 funds opened new positions, 8 closed out, 36 added to existing stakes and 35 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $20.1M. The largest seller was Cooke & Bieler, cutting an estimated $883K.
- 112 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q1 2023, down from 113 in Q4 2022.
- Funds reported $714M of National Western Life Group, Inc. Class A stock for Q1 2023, down 5.9% quarter-over-quarter.
- 8 funds opened new National Western Life Group, Inc. Class A positions in Q1 2023 and 8 closed out, a net change of 0 holders.
- The largest National Western Life Group, Inc. Class A buyer in Q1 2023 was Envestnet Asset Management, an estimated $20.1M added.
- The largest National Western Life Group, Inc. Class A seller in Q1 2023 was Cooke & Bieler, an estimated $883K sold.
Based on aggregated 13F filings for Q1 2023.