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NWLIA

NATL WESTN LIFE INS CO CL A
NWLIA

Delisted

NWLIA was delisted on the 2nd of October, 2008.

92 hedge funds and large institutions have $339M invested in NATL WESTN LIFE INS CO CL A in 2013 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 35 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

13% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 31

11% more capital invested

Capital invested by funds: $304M → $339M (+$34.4M)

1% less funds holding

Funds holding: 9392 (-1)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

Holders
92
Holders Change
-1
Holders Change %
-1.08%
% of All Funds
2.67%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
7
Increased
35
Reduced
31
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
California Public Employees Retirement System
26
California Public Employees Retirement System
California
$1.64M -$19K -85 -1%
BIM
27
BlackRock Investment Management
Delaware
$1.63M -$59.9K -268 -4%
Morgan Stanley
28
Morgan Stanley
New York
$1.57M +$109K +489 +8%
PPA
29
Parametric Portfolio Associates
Washington
$1.48M +$20.1K +90 +1%
Charles Schwab
30
Charles Schwab
California
$1.4M +$76.9K +344 +6%
Invesco
31
Invesco
Georgia
$1.37M +$592K +2,651 +76%
Prudential Financial
32
Prudential Financial
New Jersey
$1.35M +$24.6K +110 +2%
Axa
33
Axa
France
$1.15M +$369K +1,650 +47%
MC
34
Menta Capital
California
$1.15M +$217K +972 +23%
Neuberger Berman Group
35
Neuberger Berman Group
New York
$1.14M
PAM
36
Panagora Asset Management
Massachusetts
$1.13M +$531K +2,374 +89%
AllianceBernstein
37
AllianceBernstein
Tennessee
$1.11M -$149K -666 -12%
CS
38
Credit Suisse
Switzerland
$954K +$290K +1,297 +44%
ZCM
39
Zebra Capital Management
Connecticut
$946K +$66K +295 +7%
California State Teachers Retirement System (CalSTRS)
40
California State Teachers Retirement System (CalSTRS)
California
$895K +$22.3K +100 +3%
BGIM
41
Brandywine Global Investment Management
Pennsylvania
$884K -$101K -450 -10%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$816K -$43.1K -193 -5%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$782K -$171K -765 -18%
Acadian Asset Management
44
Acadian Asset Management
Massachusetts
$734K +$646K +2,885 +730%
SAS
45
Spectrum Advisory Services
Georgia
$676K
TA
46
Teachers Advisors
New York
$668K
Citadel Advisors
47
Citadel Advisors
Florida
$631K -$17.7K -79 -3%
Los Angeles Capital Management
48
Los Angeles Capital Management
California
$565K +$161K +720 +40%
MAM
49
Martingale Asset Management
Massachusetts
$548K +$89.5K +400 +20%
Allianz Asset Management
50
Allianz Asset Management
Germany
$516K +$170K +762 +49%

NWLIA Hedge Fund Activity: Q4 2013 in Review

92 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in NATL WESTN LIFE INS CO CL A (NWLIA) for Q4 2013, worth a combined $339M — up 11% from $304M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of NWLIA and 7 opened new positions — a net loss of 1 holder — while 31 trimmed existing stakes and 35 added.

The largest buyer was Whitebox Advisors, adding an estimated $677K. The largest seller was Westport Asset Management, cutting an estimated $6.19M.

  • 92 institutional investors held NATL WESTN LIFE INS CO CL A (NWLIA) as of Q4 2013, down from 93 in Q3 2013.
  • Funds reported $339M of NATL WESTN LIFE INS CO CL A stock for Q4 2013, up 11% quarter-over-quarter.
  • 7 funds opened new NATL WESTN LIFE INS CO CL A positions in Q4 2013 and 8 closed out, a net change of -1 holder.
  • The largest NATL WESTN LIFE INS CO CL A buyer in Q4 2013 was Whitebox Advisors, an estimated $677K added.
  • The largest NATL WESTN LIFE INS CO CL A seller in Q4 2013 was Westport Asset Management, an estimated $6.19M sold.

Based on aggregated 13F filings for Q4 2013.