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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
U
76
UBS
Switzerland
$238K +$182K +729 +323%
OSAM
77
O'Shaughnessy Asset Management
Connecticut
$231K +$27.5K +110 +13%
DIA
78
Denver Investment Advisors
Colorado
$229K
WBC
79
Westpac Banking Corp
Australia
$175K -$24.9K -100 -13%
Citigroup
80
Citigroup
New York
$156K -$201K -808 -56%
BAM
81
Brave Asset Management
New Jersey
$125K +$125K +500 New
Public Employees Retirement Association of Colorado
82
Public Employees Retirement Association of Colorado
Colorado
$122K
KBC Group
83
KBC Group
Belgium
$112K
BRWM
84
B. Riley Wealth Management
Tennessee
$99K
PNC Financial Services Group
85
PNC Financial Services Group
Pennsylvania
$85K -$148K -592 -64%
Wells Fargo
86
Wells Fargo
California
$75K +$66K +265 +736%
GSC
87
Ground Swell Capital
South Carolina
$49K +$49K +197 New
VFA
88
Virtus Fund Advisers
Connecticut
$47K +$47K +190 New
Deutsche Bank
89
Deutsche Bank
Germany
$38K -$205K -835 -84%
HCC
90
Hirtle Callaghan & Co
Pennsylvania
$17K
BlackRock
91
BlackRock
New York
$13K
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$12K +$12K +50 New
TRCT
93
Tower Research Capital (TRC)
New York
$8K +$8K +33 New
Bank of America
94
Bank of America
North Carolina
$3K
US Bancorp
95
US Bancorp
Minnesota
$2K
LTFS
96
Ladenburg Thalmann Financial Services
Florida
$2K +$2K +7 New
DA
97
Denali Advisors
California
$1K +$667 +4 +200%
TC
98
TFS Capital
Pennsylvania
-$322K -1,318 Closed
D.E. Shaw & Co
99
D.E. Shaw & Co
New York
-$264K -1,079 Closed
IFLIT
100
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
-$258K -1,055 Closed

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.