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NWLIA

NATL WESTN LIFE INS CO CL A
NWLIA

Delisted

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

97 hedge funds and large institutions have $378M invested in NATL WESTN LIFE INS CO CL A in 2014 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 31 increasing their positions, 31 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

3% more funds holding

Funds holding: 9497 (+3)

2% more capital invested

Capital invested by funds: $370M → $378M (+$8.42M)

0% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 31

Holders
97
Holders Change
+3
Holders Change %
+3.19%
% of All Funds
2.79%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
8
Increased
31
Reduced
31
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ZCM
26
Zebra Capital Management
Connecticut
$2.11M +$229K +916 +12%
PPA
27
Parametric Portfolio Associates
Washington
$1.92M -$12.7K -51 -0.7%
BCM
28
Bridgeway Capital Management
Texas
$1.86M
BIM
29
BlackRock Investment Management
Delaware
$1.74M -$109K -435 -6%
California Public Employees Retirement System
30
California Public Employees Retirement System
California
$1.63M +$49.9K +200 +3%
Charles Schwab
31
Charles Schwab
California
$1.45M +$117K +468 +9%
AG
32
Aperio Group
California
$1.29M +$582K +2,332 +82%
Axa
33
Axa
France
$1.25M +$24.9K +100 +2%
California State Teachers Retirement System (CalSTRS)
34
California State Teachers Retirement System (CalSTRS)
California
$1.02M +$24.9K +100 +2%
Invesco
35
Invesco
Georgia
$986K +$31.2K +125 +3%
ACI
36
AMP Capital Investors
Australia
$927K +$549K +2,182 +145%
MAM
37
Martingale Asset Management
Massachusetts
$880K -$6.49K -26 -0.7%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$873K
Morgan Stanley
39
Morgan Stanley
New York
$866K -$214K -858 -20%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$862K -$26.4K -106 -3%
BGIM
41
Brandywine Global Investment Management
Pennsylvania
$859K -$125K -500 -13%
ACP
42
Aviance Capital Partners
Florida
$857K +$114K +459 +15%
Acadian Asset Management
43
Acadian Asset Management
Massachusetts
$850K
Neuberger Berman Group
44
Neuberger Berman Group
New York
$847K -$800K -3,210 -49%
TA
45
Teachers Advisors
New York
$767K -$41.9K -168 -5%
AllianceBernstein
46
AllianceBernstein
Tennessee
$756K -$2.5K -10 -0.3%
SAS
47
Spectrum Advisory Services
Georgia
$754K
BIP
48
Brandes Investment Partners
California
$704K -$3.33M -13,334 -83%
PAM
49
Panagora Asset Management
Massachusetts
$677K -$582K -2,336 -46%
WS
50
Wedbush Securities
California
$592K +$37.4K +150 +7%

NWLIA Hedge Fund Activity: Q2 2014 in Review

97 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in NATL WESTN LIFE INS CO CL A (NWLIA) for Q2 2014, worth a combined $378M — up 2.3% from $370M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new NWLIA positions and 5 closed out — a net gain of 3 holders — while 31 added to existing stakes and 31 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $7.72M. The largest seller was Brandes Investment Partners, cutting an estimated $3.33M.

  • 97 institutional investors held NATL WESTN LIFE INS CO CL A (NWLIA) as of Q2 2014, up from 94 in Q1 2014.
  • Funds reported $378M of NATL WESTN LIFE INS CO CL A stock for Q2 2014, up 2.3% quarter-over-quarter.
  • 8 funds opened new NATL WESTN LIFE INS CO CL A positions in Q2 2014 and 5 closed out, a net change of +3 holders.
  • The largest NATL WESTN LIFE INS CO CL A buyer in Q2 2014 was Schroder Investment Management Group, an estimated $7.72M added.
  • The largest NATL WESTN LIFE INS CO CL A seller in Q2 2014 was Brandes Investment Partners, an estimated $3.33M sold.

Based on aggregated 13F filings for Q2 2014.