NATL WESTN LIFE INS CO CL A
NWLIA
NWLIA was delisted on the 2nd of October, 2008.
94 hedge funds and large institutions have $418M invested in NATL WESTN LIFE INS CO CL A in 2014 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 27 increasing their positions, 35 reducing their positions, and 6 closing their positions.
12% more capital invested
Capital invested by funds: $372M → $418M (+$46.2M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
3% less funds holding
Funds holding: 97 → 94 (-3)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
23% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 35
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$2.15M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$2.14M |
| 3 |
Bank of New York Mellon
New York
|
+$1.05M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$866K |
| 5 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$715K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$1.29M |
| 2 |
ZCM
Zebra Capital Management
Stamford,
Connecticut
|
-$1.2M |
| 3 |
MC
Menta Capital
San Francisco,
California
|
-$1.08M |
| 4 |
SRC
Shufro Rose & Co
New York
|
-$1.04M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
-$915K |
NWLIA Hedge Fund Activity: Q4 2014 in Review
94 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in NATL WESTN LIFE INS CO CL A (NWLIA) for Q4 2014, worth a combined $418M — up 12% from $372M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of NWLIA and 5 opened new positions — a net loss of 1 holder — while 35 trimmed existing stakes and 27 added.
The largest buyer was Parametric Portfolio Associates, opening a new position worth an estimated $2.15M. The largest seller was Franklin Resources, cutting an estimated $1.29M.
- 94 institutional investors held NATL WESTN LIFE INS CO CL A (NWLIA) as of Q4 2014, down from 97 in Q3 2014.
- Funds reported $418M of NATL WESTN LIFE INS CO CL A stock for Q4 2014, up 12% quarter-over-quarter.
- 5 funds opened new NATL WESTN LIFE INS CO CL A positions in Q4 2014 and 6 closed out, a net change of -1 holder.
- The largest NATL WESTN LIFE INS CO CL A buyer in Q4 2014 was Parametric Portfolio Associates, an estimated $2.15M added.
- The largest NATL WESTN LIFE INS CO CL A seller in Q4 2014 was Franklin Resources, an estimated $1.29M sold.
Based on aggregated 13F filings for Q4 2014.