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NWLI

National Western Life Group, Inc. Class A

Delisted

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

153 hedge funds and large institutions have $1.53B invested in National Western Life Group, Inc. Class A in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 44 increasing their positions, 40 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

10% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 40

3% more capital invested

Capital invested by funds: $1.48B → $1.53B (+$45.6M)

4% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 27

1% less funds holding

Funds holding: 155153 (-2)

Holders
153
Holders Change
-2
Holders Change %
-1.29%
% of All Funds
2.21%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.13%
New
26
Increased
44
Reduced
40
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MNBTD
1
Moody National Bank Trust Division
Texas
$533M -$8.36M -17,040 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$103M -$875K -1,784 -0.9%
BlackRock
3
BlackRock
New York
$98.2M +$5.09M +10,369 +6%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$96.2M -$12.1M -24,619 -11%
GCL
5
Glazer Capital LLC
New York
$78.4M +$18.5M +37,749 +31%
Tudor Investment Corp
6
Tudor Investment Corp
Connecticut
$54.6M +$51.1M +104,146 +1,850%
NAM
7
Nexpoint Asset Management
Texas
$34.8M
MF
8
Magnetar Financial
Illinois
$33.5M
Qube Research & Technologies (QRT)
9
Qube Research & Technologies (QRT)
United Kingdom
$28.2M +$4.65M +9,487 +20%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$26.6M +$1.05M +2,142 +4%
State Street
11
State Street
Massachusetts
$25.2M -$163K -333 -0.7%
RAM
12
RK Asset Management
Michigan
$22.8M -$617K -1,258 -3%
WCMNY
13
Westchester Capital Management (New York)
New York
$22.2M +$2.42M +4,936 +12%
TBC
14
Tweedy, Browne Co
Connecticut
$21.7M -$101K -205 -0.5%
HSBC Holdings
15
HSBC Holdings
United Kingdom
$17.5M +$3.76M +7,667 +28%
GF
16
Gabelli Funds
New York
$17.5M +$11.9M +24,273 +222%
Goldman Sachs
17
Goldman Sachs
New York
$16.8M -$329K -670 -2%
Morgan Stanley
18
Morgan Stanley
New York
$16.7M -$3.13M -6,387 -16%
Janus Henderson Group
19
Janus Henderson Group
United Kingdom
$15.4M +$3.7M +7,551 +32%
Northern Trust
20
Northern Trust
Illinois
$12.2M -$410K -836 -3%
WP
21
Woodline Partners
California
$11.2M -$11.9M -24,291 -52%
VAM
22
Vazirani Asset Management
New York
$10.7M +$10.5M +21,500 New
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$10.4M +$3.05M +6,225 +43%
Renaissance Technologies
24
Renaissance Technologies
New York
$10.2M +$2.12M +4,318 +27%
GCIA
25
Gabelli & Co Investment Advisers
New York
$10M +$9.89M +20,150 New

NWLI Hedge Fund Activity: Q2 2024 in Review

153 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q2 2024, worth a combined $1.53B — up 3.1% from $1.48B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of NWLI and 26 opened new positions — a net loss of 1 holder — while 40 trimmed existing stakes and 44 added.

The largest buyer was Tudor Investment Corp, adding an estimated $51.1M. The largest seller was First Trust Capital Management, cutting an estimated $19.4M.

  • 153 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q2 2024, down from 155 in Q1 2024.
  • Funds reported $1.53B of National Western Life Group, Inc. Class A stock for Q2 2024, up 3.1% quarter-over-quarter.
  • 26 funds opened new National Western Life Group, Inc. Class A positions in Q2 2024 and 27 closed out, a net change of -1 holder.
  • The largest National Western Life Group, Inc. Class A buyer in Q2 2024 was Tudor Investment Corp, an estimated $51.1M added.
  • The largest National Western Life Group, Inc. Class A seller in Q2 2024 was First Trust Capital Management, an estimated $19.4M sold.

Based on aggregated 13F filings for Q2 2024.