NATL WESTN LIFE INS CO CL A
NWLIA
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.
13% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 30
0% more funds holding
Funds holding: 97 → 97 (0)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FC
FCA Corp
Houston,
Texas
|
+$1.55M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
+$1.1M |
| 3 |
WBC
Westpac Banking Corp
Sydney,
Australia
|
+$856K |
| 4 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
+$775K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$598K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Westport Asset Management
Southport,
Connecticut
|
-$3.95M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$1.92M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$728K |
| 4 |
FWSM
First Wilshire Securities Management
Pasadena,
California
|
-$717K |
| 5 |
Barclays
London,
United Kingdom
|
-$473K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VFA
101
Virtus Fund Advisers
Hartford,
Connecticut
| – | -$47K | -190 | Closed |
|
102
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$12K | -50 | Closed |
|
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.