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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 $372M invested in NATL WESTN LIFE INS CO CL A in 2014 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 34 increasing their positions, 30 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 30

0% more funds holding

Funds holding: 9797 (0)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

2% less capital invested

Capital invested by funds: $378M → $372M (-$6.04M)

Holders
97
Holders Change
Holders Change %
0%
% of All Funds
2.81%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
5
Increased
34
Reduced
30
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ZCM
26
Zebra Capital Management
Connecticut
$2.06M -$27.2K -110 -1%
BCM
27
Bridgeway Capital Management
Texas
$1.95M +$98.8K +400 +5%
California Public Employees Retirement System
28
California Public Employees Retirement System
California
$1.79M +$173K +700 +11%
BIM
29
BlackRock Investment Management
Delaware
$1.73M +$7.9K +32 +0.5%
FC
30
FCA Corp
Texas
$1.55M +$1.55M +6,285 New
Charles Schwab
31
Charles Schwab
California
$1.47M +$25.2K +102 +2%
Axa
32
Axa
France
$1.31M +$74.1K +300 +6%
AG
33
Aperio Group
California
$1.25M -$31.1K -126 -2%
CB
34
Cooke & Bieler
Pennsylvania
$1.15M +$775K +3,138 +207%
Morgan Stanley
35
Morgan Stanley
New York
$1.04M +$184K +744 +21%
WBC
36
Westpac Banking Corp
Australia
$1.03M +$856K +3,465 +495%
California State Teachers Retirement System (CalSTRS)
37
California State Teachers Retirement System (CalSTRS)
California
$1.02M +$5.68K +23 +0.6%
BGIM
38
Brandywine Global Investment Management
Pennsylvania
$944K +$93.9K +380 +11%
Invesco
39
Invesco
Georgia
$936K -$41.3K -167 -4%
ACI
40
AMP Capital Investors
Australia
$918K
MAM
41
Martingale Asset Management
Massachusetts
$871K
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$865K
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$861K +$7.9K +32 +0.9%
TA
44
Teachers Advisors
New York
$857K +$96.9K +392 +13%
ACP
45
Aviance Capital Partners
Florida
$849K
Acadian Asset Management
46
Acadian Asset Management
Massachusetts
$825K -$17.3K -70 -2%
AllianceBernstein
47
AllianceBernstein
Tennessee
$748K
SAS
48
Spectrum Advisory Services
Georgia
$747K
Neuberger Berman Group
49
Neuberger Berman Group
New York
$646K -$193K -782 -23%
PAM
50
Panagora Asset Management
Massachusetts
$636K -$35.1K -142 -5%

NWLIA Hedge Fund Activity: Q3 2014 in Review

97 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in NATL WESTN LIFE INS CO CL A (NWLIA) for Q3 2014, worth a combined $372M — down 1.6% from $378M a quarter earlier.

Fund positioning in NWLIA was balanced in Q3 2014: 5 funds opened new positions, 5 closed out, 34 added to existing stakes and 30 trimmed.

The largest buyer was FCA Corp, opening a new position worth an estimated $1.55M. The largest seller was Westport Asset Management, cutting an estimated $3.95M.

  • 97 institutional investors held NATL WESTN LIFE INS CO CL A (NWLIA) as of Q3 2014, unchanged from Q2 2014.
  • Funds reported $372M of NATL WESTN LIFE INS CO CL A stock for Q3 2014, down 1.6% quarter-over-quarter.
  • 5 funds opened new NATL WESTN LIFE INS CO CL A positions in Q3 2014 and 5 closed out, a net change of 0 holders.
  • The largest NATL WESTN LIFE INS CO CL A buyer in Q3 2014 was FCA Corp, an estimated $1.55M added.
  • The largest NATL WESTN LIFE INS CO CL A seller in Q3 2014 was Westport Asset Management, an estimated $3.95M sold.

Based on aggregated 13F filings for Q3 2014.