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NWLI

National Western Life Group, Inc. Class A

Delisted

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

155 hedge funds and large institutions have $1.48B invested in National Western Life Group, Inc. Class A in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 53 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 15

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

2% more funds holding

Funds holding: 152155 (+3)

2% more capital invested

Capital invested by funds: $1.45B → $1.48B (+$29.8M)

17% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 53

Holders
155
Holders Change
+3
Holders Change %
+1.97%
% of All Funds
2.23%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
18
Increased
44
Reduced
53
Closed
15
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 -$9.7M -20,000 -2%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$107M -$5.39M -11,105 -5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$103M +$8.51M +17,540 +9%
BlackRock
4
BlackRock
New York
$92.1M -$3.53M -7,274 -4%
GCL
5
Glazer Capital LLC
New York
$59.1M +$13.3M +27,469 +30%
NAM
6
Nexpoint Asset Management
Texas
$34.4M +$4.67M +9,623 +16%
MF
7
Magnetar Financial
Illinois
$33.2M
Geode Capital Management
8
Geode Capital Management
Massachusetts
$25.2M +$569K +1,173 +2%
State Street
9
State Street
Massachusetts
$25.1M +$111K +228 +0.4%
Qube Research & Technologies (QRT)
10
Qube Research & Technologies (QRT)
United Kingdom
$23.3M +$9.01M +18,571 +65%
RAM
11
RK Asset Management
Michigan
$23.2M -$963K -1,986 -4%
WP
12
Woodline Partners
California
$23M +$3.3M +6,801 +17%
TBC
13
Tweedy, Browne Co
Connecticut
$21.6M -$12.1K -25 -0.1%
Morgan Stanley
14
Morgan Stanley
New York
$19.7M -$23.4M -48,203 -55%
WCMNY
15
Westchester Capital Management (New York)
New York
$19.5M +$11.6M +23,899 +151%
FTCM
16
First Trust Capital Management
Illinois
$19.5M +$8.06M +16,611 +72%
Millennium Management
17
Millennium Management
New York
$17.3M +$8.82M +18,184 +108%
Goldman Sachs
18
Goldman Sachs
New York
$17M +$6.73M +13,885 +67%
JP Morgan Chase
19
JP Morgan Chase
New York
$16.6M +$13.5M +27,885 +474%
MI
20
M3F Inc
Utah
$15.7M -$14M -28,961 -48%
Balyasny Asset Management
21
Balyasny Asset Management
Illinois
$15.5M -$16.5K -34 -0.1%
HSBC Holdings
22
HSBC Holdings
United Kingdom
$13.6M +$1.41M +2,901 +12%
Northern Trust
23
Northern Trust
Illinois
$12.5M -$258K -531 -2%
Janus Henderson Group
24
Janus Henderson Group
United Kingdom
$11.5M +$3.02M +6,223 +36%
TMAM
25
Tokio Marine Asset Management
Japan
$11.3M +$6.14M +12,660 +123%

NWLI Hedge Fund Activity: Q1 2024 in Review

155 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q1 2024, worth a combined $1.48B — up 2.1% from $1.45B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new NWLI positions and 15 closed out — a net gain of 3 holders — while 44 added to existing stakes and 53 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $13.5M. The largest seller was Allspring Global Investments, exiting entirely with an estimated $42.9M sold.

  • 155 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q1 2024, up from 152 in Q4 2023.
  • Funds reported $1.48B of National Western Life Group, Inc. Class A stock for Q1 2024, up 2.1% quarter-over-quarter.
  • 18 funds opened new National Western Life Group, Inc. Class A positions in Q1 2024 and 15 closed out, a net change of +3 holders.
  • The largest National Western Life Group, Inc. Class A buyer in Q1 2024 was JP Morgan Chase, an estimated $13.5M added.
  • The largest National Western Life Group, Inc. Class A seller in Q1 2024 was Allspring Global Investments, an estimated $42.9M sold.

Based on aggregated 13F filings for Q1 2024.