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NWLI

National Western Life Group, Inc. Class A

Delisted

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

116 hedge funds and large institutions have $1.31B invested in National Western Life Group, Inc. Class A in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 31 increasing their positions, 47 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $1.24B → $1.31B (+$73M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

1% less funds holding

Funds holding: 117116 (-1)

34% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 47

Holders
116
Holders Change
-1
Holders Change %
-0.85%
% of All Funds
1.84%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
11
Increased
31
Reduced
47
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MNBTD
1
Moody National Bank Trust Division
Texas
$511M +$440K +1,000 +0.1%
CGIC
2
Continental General Insurance Company
Texas
$129M +$40.2M +91,503 +45%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$103M +$3.65M +8,303 +4%
Vanguard Group
4
Vanguard Group
Pennsylvania
$83.2M -$623K -1,418 -0.7%
BlackRock
5
BlackRock
New York
$76.2M -$1.05M -2,397 -1%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$54.4M -$11.4M -25,961 -17%
Allspring Global Investments
7
Allspring Global Investments
North Carolina
$35.1M -$264K -601 -0.7%
MI
8
M3F Inc
Utah
$30.8M -$5.55M -12,634 -15%
BIP
9
Brandes Investment Partners
California
$30.6M -$1.35M -3,081 -4%
RAM
10
RK Asset Management
Michigan
$23.7M -$596K -1,357 -2%
CB
11
Cooke & Bieler
Pennsylvania
$23.4M -$3.79M -8,630 -14%
State Street
12
State Street
Massachusetts
$22.1M +$213K +484 +1%
Ameriprise
13
Ameriprise
Minnesota
$21.9M -$552K -1,255 -2%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$21.2M +$231K +525 +1%
TBC
15
Tweedy, Browne Co
Connecticut
$19.3M -$33K -75 -0.2%
Northern Trust
16
Northern Trust
Illinois
$11.2M +$61.5K +140 +0.5%
BCM
17
Bridgeway Capital Management
Texas
$8.19M +$278K +632 +3%
Charles Schwab
18
Charles Schwab
California
$7.59M -$1.3M -2,960 -15%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$7.17M +$262K +597 +4%
American Century Companies
20
American Century Companies
Missouri
$6.6M +$198K +451 +3%
IP
21
Interval Partners
New York
$5.52M +$4.06M +9,248 +274%
Invesco
22
Invesco
Georgia
$5.33M +$18.9K +43 +0.4%
Balyasny Asset Management
23
Balyasny Asset Management
Illinois
$4.82M +$1.73M +3,927 +55%
FC
24
FCA Corp
Texas
$4.62M +$95.4K +217 +2%
Millennium Management
25
Millennium Management
New York
$3.87M +$3.88M +8,835 New

NWLI Hedge Fund Activity: Q3 2023 in Review

116 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q3 2023, worth a combined $1.31B — up 5.9% from $1.24B a quarter earlier.

Fund positioning in NWLI was balanced in Q3 2023: 11 funds opened new positions, 11 closed out, 31 added to existing stakes and 47 trimmed.

The largest buyer was Continental General Insurance Company, adding an estimated $40.2M. The largest seller was Fidelity Investments, cutting an estimated $11.4M.

  • 116 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q3 2023, down from 117 in Q2 2023.
  • Funds reported $1.31B of National Western Life Group, Inc. Class A stock for Q3 2023, up 5.9% quarter-over-quarter.
  • 11 funds opened new National Western Life Group, Inc. Class A positions in Q3 2023 and 11 closed out, a net change of 0 holders.
  • The largest National Western Life Group, Inc. Class A buyer in Q3 2023 was Continental General Insurance Company, an estimated $40.2M added.
  • The largest National Western Life Group, Inc. Class A seller in Q3 2023 was Fidelity Investments, an estimated $11.4M sold.

Based on aggregated 13F filings for Q3 2023.