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NWLI

National Western Life Group, Inc. Class A

Delisted

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

152 hedge funds and large institutions have $1.45B invested in National Western Life Group, Inc. Class A in 2023 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 40 increasing their positions, 36 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 20

31% more funds holding

Funds holding: 116152 (+36)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

11% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 36

11% more capital invested

Capital invested by funds: $1.31B → $1.45B (+$139M)

Holders
152
Holders Change
+36
Holders Change %
+31.03%
% of All Funds
2.22%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
56
Increased
40
Reduced
36
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MNBTD
1
Moody National Bank Trust Division
Texas
$536M -$28M -58,784 -5%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$111M -$3.17M -6,674 -3%
BlackRock
3
BlackRock
New York
$94M +$9.71M +20,408 +12%
Vanguard Group
4
Vanguard Group
Pennsylvania
$92.6M +$728K +1,530 +0.8%
GCL
5
Glazer Capital LLC
New York
$44.7M +$44.1M +92,616 New
Allspring Global Investments
6
Allspring Global Investments
North Carolina
$42.9M +$4.13M +8,681 +11%
Morgan Stanley
7
Morgan Stanley
New York
$42.6M +$39.4M +82,855 +1,555%
MF
8
Magnetar Financial
Illinois
$32.6M +$32.1M +67,482 New
MI
9
M3F Inc
Utah
$29.4M -$4.54M -9,534 -14%
NAM
10
Nexpoint Asset Management
Texas
$29.2M +$28.7M +60,354 New
State Street
11
State Street
Massachusetts
$24.6M +$202K +425 +0.8%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$24.2M +$749K +1,575 +3%
RAM
13
RK Asset Management
Michigan
$23.8M -$2.42M -5,079 -9%
TBC
14
Tweedy, Browne Co
Connecticut
$21.2M -$137K -287 -0.6%
WP
15
Woodline Partners
California
$19.3M +$19M +40,000 New
Balyasny Asset Management
16
Balyasny Asset Management
Illinois
$15.2M +$9.77M +20,531 +187%
Qube Research & Technologies (QRT)
17
Qube Research & Technologies (QRT)
United Kingdom
$13.9M +$13.7M +28,727 New
Northern Trust
18
Northern Trust
Illinois
$12.5M +$114K +240 +0.9%
HSBC Holdings
19
HSBC Holdings
United Kingdom
$11.9M +$11.8M +24,727 New
FTCM
20
First Trust Capital Management
Illinois
$11.1M +$10.9M +22,950 New
Goldman Sachs
21
Goldman Sachs
New York
$9.99M +$6.8M +14,285 +223%
Charles Schwab
22
Charles Schwab
California
$8.41M +$31.9K +67 +0.4%
Janus Henderson Group
23
Janus Henderson Group
United Kingdom
$8.34M +$7.71M +16,199 +1,530%
Millennium Management
24
Millennium Management
New York
$8.16M +$3.84M +8,066 +91%
AA
25
AQR Arbitrage
Connecticut
$8.12M +$8M +16,820 New

NWLI Hedge Fund Activity: Q4 2023 in Review

152 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q4 2023, worth a combined $1.45B — up 11% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new NWLI positions and 20 closed out — a net gain of 36 holders — while 40 added to existing stakes and 36 trimmed.

The largest buyer was Glazer Capital LLC, opening a new position worth an estimated $44.1M. The largest seller was Continental General Insurance Company, exiting entirely with an estimated $129M sold.

  • 152 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q4 2023, up from 116 in Q3 2023.
  • Funds reported $1.45B of National Western Life Group, Inc. Class A stock for Q4 2023, up 11% quarter-over-quarter.
  • 56 funds opened new National Western Life Group, Inc. Class A positions in Q4 2023 and 20 closed out, a net change of +36 holders.
  • The largest National Western Life Group, Inc. Class A buyer in Q4 2023 was Glazer Capital LLC, an estimated $44.1M added.
  • The largest National Western Life Group, Inc. Class A seller in Q4 2023 was Continental General Insurance Company, an estimated $129M sold.

Based on aggregated 13F filings for Q4 2023.