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NWLIA

NATL WESTN LIFE INS CO CL A
NWLIA

Delisted

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

93 hedge funds and large institutions have $304M invested in NATL WESTN LIFE INS CO CL A in 2013 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 44 increasing their positions, 23 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

91% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 23

7% more capital invested

Capital invested by funds: $285M → $304M (+$19.5M)

6% more funds holding

Funds holding: 8893 (+5)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
93
Holders Change
+5
Holders Change %
+5.68%
% of All Funds
3.02%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
7
Increased
44
Reduced
23
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$33.3M +$82.1K +407 +0.2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$31.8M -$50.4K -250 -0.2%
Franklin Resources
3
Franklin Resources
California
$27.9M
Vanguard Group
4
Vanguard Group
Pennsylvania
$23.5M +$531K +2,630 +2%
WAM
5
Westport Asset Management
Connecticut
$21.6M
TBC
6
Tweedy, Browne Co
Connecticut
$20.3M -$1.27M -6,312 -6%
BIT
7
BlackRock Institutional Trust
California
$14.2M +$28.7K +142 +0.2%
SRC
8
Shufro Rose & Co
New York
$12.9M -$387K -1,916 -3%
APCM
9
Arbiter Partners Capital Management
New York
$11.8M
BFA
10
BlackRock Fund Advisors
California
$11.8M +$1.27M +6,272 +12%
Ameriprise
11
Ameriprise
Minnesota
$11.6M +$296K +1,468 +3%
FWSM
12
First Wilshire Securities Management
California
$8.88M -$22.2K -110 -0.2%
State Street
13
State Street
Massachusetts
$7.81M -$218K -1,083 -3%
Northern Trust
14
Northern Trust
Illinois
$6.61M -$124K -614 -2%
Schroder Investment Management Group
15
Schroder Investment Management Group
United Kingdom
$5.07M +$4.24K +21 +0.1%
Hotchkis & Wiley Capital Management
16
Hotchkis & Wiley Capital Management
California
$3.58M +$1.61K +8 +0%
RA
17
Royce & Associates
New York
$3.15M +$222K +1,100 +8%
BIP
18
Brandes Investment Partners
California
$2.97M +$1.41K +7 +0%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$2.93M +$301K +1,493 +11%
Goldman Sachs
20
Goldman Sachs
New York
$2.77M +$46.8K +232 +2%
Boston Partners
21
Boston Partners
Massachusetts
$2.41M
Geode Capital Management
22
Geode Capital Management
Massachusetts
$2.24M +$92.4K +458 +4%
TCIM
23
TIAA CREF Investment Management
New York
$2.12M +$20.8K +103 +1%
BIM
24
BlackRock Investment Management
Delaware
$1.52M +$6.05K +30 +0.4%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$1.5M +$161K +800 +12%

NWLIA Hedge Fund Activity: Q3 2013 in Review

93 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in NATL WESTN LIFE INS CO CL A (NWLIA) for Q3 2013, worth a combined $304M — up 6.8% from $285M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new NWLIA positions and 1 closed out — a net gain of 6 holders — while 44 added to existing stakes and 23 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $1.27M. The largest seller was Tweedy, Browne Co, cutting an estimated $1.27M.

  • 93 institutional investors held NATL WESTN LIFE INS CO CL A (NWLIA) as of Q3 2013, up from 88 in Q2 2013.
  • Funds reported $304M of NATL WESTN LIFE INS CO CL A stock for Q3 2013, up 6.8% quarter-over-quarter.
  • 7 funds opened new NATL WESTN LIFE INS CO CL A positions in Q3 2013 and 1 closed out, a net change of +6 holders.
  • The largest NATL WESTN LIFE INS CO CL A buyer in Q3 2013 was BlackRock Fund Advisors, an estimated $1.27M added.
  • The largest NATL WESTN LIFE INS CO CL A seller in Q3 2013 was Tweedy, Browne Co, an estimated $1.27M sold.

Based on aggregated 13F filings for Q3 2013.