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NWLIA

NATL WESTN LIFE INS CO CL A
NWLIA

Delisted

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

92 hedge funds and large institutions have $339M invested in NATL WESTN LIFE INS CO CL A in 2013 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 35 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

13% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 31

11% more capital invested

Capital invested by funds: $304M → $339M (+$34.4M)

1% less funds holding

Funds holding: 9392 (-1)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

Holders
92
Holders Change
-1
Holders Change %
-1.08%
% of All Funds
2.67%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
7
Increased
35
Reduced
31
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$37.4M +$559K +2,500 +2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$35.3M
Franklin Resources
3
Franklin Resources
California
$31M
Vanguard Group
4
Vanguard Group
Pennsylvania
$26.5M +$424K +1,898 +2%
TBC
5
Tweedy, Browne Co
Connecticut
$22.4M -$50.3K -225 -0.2%
WAM
6
Westport Asset Management
Connecticut
$17.7M -$6.19M -27,702 -26%
BIT
7
BlackRock Institutional Trust
California
$14.7M -$1.1M -4,924 -7%
SRC
8
Shufro Rose & Co
New York
$14.4M +$113K +505 +0.8%
APCM
9
Arbiter Partners Capital Management
New York
$13M
BFA
10
BlackRock Fund Advisors
California
$12.6M -$396K -1,773 -3%
Ameriprise
11
Ameriprise
Minnesota
$12.3M -$553K -2,474 -4%
RAM
12
RK Asset Management
Michigan
$10.1M +$10.1M +45,210 New
FWSM
13
First Wilshire Securities Management
California
$9.77M -$66.8K -299 -0.7%
State Street
14
State Street
Massachusetts
$8.44M -$222K -995 -3%
Northern Trust
15
Northern Trust
Illinois
$7.19M -$137K -613 -2%
Schroder Investment Management Group
16
Schroder Investment Management Group
United Kingdom
$5.6M -$22.4K -100 -0.4%
Hotchkis & Wiley Capital Management
17
Hotchkis & Wiley Capital Management
California
$4.37M +$405K +1,811 +10%
RA
18
Royce & Associates
New York
$3.45M -$44.7K -200 -1%
BIP
19
Brandes Investment Partners
California
$3.42M +$128K +574 +4%
Boston Partners
20
Boston Partners
Massachusetts
$2.67M
Geode Capital Management
21
Geode Capital Management
Massachusetts
$2.55M +$68.4K +306 +3%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$2.48M -$765K -3,423 -24%
TCIM
23
TIAA CREF Investment Management
New York
$2.35M +$3.58K +16 +0.2%
WA
24
Whitebox Advisors
Minnesota
$2.09M +$677K +3,030 +48%
BCM
25
Bridgeway Capital Management
Texas
$1.67M +$112K +500 +7%

NWLIA Hedge Fund Activity: Q4 2013 in Review

92 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in NATL WESTN LIFE INS CO CL A (NWLIA) for Q4 2013, worth a combined $339M — up 11% from $304M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of NWLIA and 7 opened new positions — a net loss of 1 holder — while 31 trimmed existing stakes and 35 added.

The largest buyer was Whitebox Advisors, adding an estimated $677K. The largest seller was Westport Asset Management, cutting an estimated $6.19M.

  • 92 institutional investors held NATL WESTN LIFE INS CO CL A (NWLIA) as of Q4 2013, down from 93 in Q3 2013.
  • Funds reported $339M of NATL WESTN LIFE INS CO CL A stock for Q4 2013, up 11% quarter-over-quarter.
  • 7 funds opened new NATL WESTN LIFE INS CO CL A positions in Q4 2013 and 8 closed out, a net change of -1 holder.
  • The largest NATL WESTN LIFE INS CO CL A buyer in Q4 2013 was Whitebox Advisors, an estimated $677K added.
  • The largest NATL WESTN LIFE INS CO CL A seller in Q4 2013 was Westport Asset Management, an estimated $6.19M sold.

Based on aggregated 13F filings for Q4 2013.