NATL WESTN LIFE INS CO CL A
NWLIA
NWLIA was delisted on the 2nd of October, 2008.
94 hedge funds and large institutions have $370M invested in NATL WESTN LIFE INS CO CL A in 2014 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 33 increasing their positions, 32 reducing their positions, and 5 closing their positions.
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
9% more capital invested
Capital invested by funds: $339M → $370M (+$31M)
2% more funds holding
Funds holding: 92 → 94 (+2)
3% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 32
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
+$1.75M |
| 2 |
MC
Menta Capital
San Francisco,
California
|
+$1.25M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$889K |
| 4 |
ZCM
Zebra Capital Management
Stamford,
Connecticut
|
+$809K |
| 5 |
ACP
Aviance Capital Partners
Naples,
Florida
|
+$728K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SRC
Shufro Rose & Co
New York
|
-$1.89M |
| 2 |
RA
Royce & Associates
New York
|
-$1M |
| 3 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$947K |
| 4 |
Morgan Stanley
New York
|
-$654K |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$609K |
NWLIA Hedge Fund Activity: Q1 2014 in Review
94 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in NATL WESTN LIFE INS CO CL A (NWLIA) for Q1 2014, worth a combined $370M — up 9.1% from $339M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new NWLIA positions and 5 closed out — a net gain of 2 holders — while 33 added to existing stakes and 32 trimmed.
The largest buyer was Schroder Investment Management Group, adding an estimated $1.75M. The largest seller was Shufro Rose & Co, cutting an estimated $1.89M.
- 94 institutional investors held NATL WESTN LIFE INS CO CL A (NWLIA) as of Q1 2014, up from 92 in Q4 2013.
- Funds reported $370M of NATL WESTN LIFE INS CO CL A stock for Q1 2014, up 9.1% quarter-over-quarter.
- 7 funds opened new NATL WESTN LIFE INS CO CL A positions in Q1 2014 and 5 closed out, a net change of +2 holders.
- The largest NATL WESTN LIFE INS CO CL A buyer in Q1 2014 was Schroder Investment Management Group, an estimated $1.75M added.
- The largest NATL WESTN LIFE INS CO CL A seller in Q1 2014 was Shufro Rose & Co, an estimated $1.89M sold.
Based on aggregated 13F filings for Q1 2014.