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NWLIA

NATL WESTN LIFE INS CO CL A
NWLIA

Delisted

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

99 hedge funds and large institutions have $404M invested in NATL WESTN LIFE INS CO CL A in 2015 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 33 increasing their positions, 33 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

5% more funds holding

Funds holding: 9499 (+5)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 33

4% less capital invested

Capital invested by funds: $418M → $404M (-$14.7M)

Holders
99
Holders Change
+5
Holders Change %
+5.32%
% of All Funds
2.64%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
9
Increased
33
Reduced
33
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
26
Whitebox Advisors
Minnesota
$2.24M +$83.4K +328 +4%
Prudential Financial
27
Prudential Financial
New Jersey
$2.17M +$25.4K +100 +1%
PPA
28
Parametric Portfolio Associates
Washington
$1.99M -$35.6K -140 -2%
CB
29
Cooke & Bieler
Pennsylvania
$1.94M +$178K +700 +10%
Charles Schwab
30
Charles Schwab
California
$1.8M +$339K +1,333 +23%
BIM
31
BlackRock Investment Management
Delaware
$1.8M +$17K +67 +1%
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$1.73M
Morgan Stanley
33
Morgan Stanley
New York
$1.72M +$675K +2,653 +65%
FC
34
FCA Corp
Texas
$1.69M +$84.7K +333 +5%
Barrow, Hanley, Mewhinney & Strauss
35
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.59M +$1.59M +6,243 New
ZCM
36
Zebra Capital Management
Connecticut
$1.43M +$436K +1,713 +44%
AG
37
Aperio Group
California
$1.38M +$75.8K +298 +6%
MC
38
Menta Capital
California
$1.25M -$478K -1,881 -28%
Millennium Management
39
Millennium Management
New York
$1.2M +$905K +3,558 +306%
WBC
40
Westpac Banking Corp
Australia
$1.06M
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$1.04M -$110K -431 -10%
RFC
42
Russell Frank Company
Washington
$1.04M +$492K +1,933 +90%
California State Teachers Retirement System (CalSTRS)
43
California State Teachers Retirement System (CalSTRS)
California
$1.03M -$25.4K -100 -2%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$997K +$43K +169 +5%
BGIM
45
Brandywine Global Investment Management
Pennsylvania
$972K
Los Angeles Capital Management
46
Los Angeles Capital Management
California
$959K +$483K +1,900 +101%
ACP
47
Aviance Capital Partners
Florida
$872K -$38.4K -151 -4%
TA
48
Teachers Advisors
New York
$862K -$20.1K -79 -2%
Acadian Asset Management
49
Acadian Asset Management
Massachusetts
$812K
AllianceBernstein
50
AllianceBernstein
Tennessee
$771K

NWLIA Hedge Fund Activity: Q1 2015 in Review

99 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in NATL WESTN LIFE INS CO CL A (NWLIA) for Q1 2015, worth a combined $404M — down 3.5% from $418M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new NWLIA positions and 4 closed out — a net gain of 5 holders — while 33 added to existing stakes and 33 trimmed.

The largest buyer was RK Asset Management, adding an estimated $6.56M. The largest seller was Franklin Resources, cutting an estimated $3.03M.

  • 99 institutional investors held NATL WESTN LIFE INS CO CL A (NWLIA) as of Q1 2015, up from 94 in Q4 2014.
  • Funds reported $404M of NATL WESTN LIFE INS CO CL A stock for Q1 2015, down 3.5% quarter-over-quarter.
  • 9 funds opened new NATL WESTN LIFE INS CO CL A positions in Q1 2015 and 4 closed out, a net change of +5 holders.
  • The largest NATL WESTN LIFE INS CO CL A buyer in Q1 2015 was RK Asset Management, an estimated $6.56M added.
  • The largest NATL WESTN LIFE INS CO CL A seller in Q1 2015 was Franklin Resources, an estimated $3.03M sold.

Based on aggregated 13F filings for Q1 2015.