We are live on ! Find out more
NAB

NATL AUSTRALIA BK LTD ADS5
NAB

Delisted

NAB was delisted on the 15th of June, 2007.

23 hedge funds and large institutions have $60.8M invested in NATL AUSTRALIA BK LTD ADS5 in 2013 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

40% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 5

5% more funds holding

Funds holding: 2223 (+1)

2% less capital invested

Capital invested by funds: $62M → $60.8M (-$1.2M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
23
Holders Change
+1
Holders Change %
+4.55%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
3
Increased
7
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PPA
1
Parametric Portfolio Associates
Washington
$12.9M +$1.03M +33,237 +9%
AG
2
Aperio Group
California
$12.8M -$12M -372,535 Closed
PIA
3
Philadelphia International Advisors
Pennsylvania
$9.43M +$89K +2,856 +1%
LSV Asset Management
4
LSV Asset Management
Illinois
$7.22M +$1.22M +39,400 +20%
SIM
5
Sprucegrove Investment Management
Ontario, Canada
$5.88M -$351K -11,300 -6%
WAM
6
World Asset Management
Michigan
$5.1M -$1.49M -47,903 -23%
Fisher Asset Management
7
Fisher Asset Management
Washington
$2.44M -$1.07M -34,314 -30%
Ameriprise
8
Ameriprise
Minnesota
$1.1M +$24.9K +801 +2%
KS
9
Karpas Strategies
Connecticut
$714K
H
10
Hexavest
Quebec, Canada
$595K -$188K -6,041 -24%
AHC
11
Anderson Hoagland & Co
Missouri
$586K
NA
12
Navellier & Associates
Nevada
$571K +$107K +3,446 +23%
NGA
13
Naples Global Advisors
Florida
$364K +$364K +11,675 New
KFS
14
Kurt F. Somerville
$258K
GT
15
Glenmede Trust
Pennsylvania
$239K
CIP
16
Convergence Investment Partners
Florida
$238K +$19.7K +633 +9%
CRC
17
Curi RMB Capital
Illinois
$211K +$211K +6,784 New
BC
18
Bartlett & Co
Ohio
$47K
LIA
19
LS Investment Advisors
Michigan
$34K +$34K +1,100 New
EWM
20
Elite Wealth Management
Washington
$31K
FHA
21
First Horizon Advisors
Tennessee
$26K +$17.1K +1,204 +192%
RFA
22
Reilly Financial Advisors
California
$7K
FNBT
23
FineMark National Bank & Trust
Florida
$2K
MRCM
24
M&R Capital Management
New Jersey
$217 -$4 -135 -2%
RIL
25
Rothschild Investment LLC
Illinois
-$212K -6,600 Closed

NAB Hedge Fund Activity: Q4 2013 in Review

23 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in NATL AUSTRALIA BK LTD ADS5 (NAB) for Q4 2013, worth a combined $60.8M — down 1.9% from $62M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new NAB positions and 2 closed out — a net gain of 1 holder — while 7 added to existing stakes and 5 trimmed.

The largest buyer was LSV Asset Management, adding an estimated $1.22M. The largest seller was Aperio Group, exiting entirely with an estimated $12M sold.

  • 23 institutional investors held NATL AUSTRALIA BK LTD ADS5 (NAB) as of Q4 2013, up from 22 in Q3 2013.
  • Funds reported $60.8M of NATL AUSTRALIA BK LTD ADS5 stock for Q4 2013, down 1.9% quarter-over-quarter.
  • 3 funds opened new NATL AUSTRALIA BK LTD ADS5 positions in Q4 2013 and 2 closed out, a net change of +1 holder.
  • The largest NATL AUSTRALIA BK LTD ADS5 buyer in Q4 2013 was LSV Asset Management, an estimated $1.22M added.
  • The largest NATL AUSTRALIA BK LTD ADS5 seller in Q4 2013 was Aperio Group, an estimated $12M sold.

Based on aggregated 13F filings for Q4 2013.