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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
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$41.8M +$477K +1,913 +1%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$39.3M
Franklin Resources
3
Franklin Resources
California
$34.5M
Vanguard Group
4
Vanguard Group
Pennsylvania
$31.1M +$580K +2,325 +2%
TBC
5
Tweedy, Browne Co
Connecticut
$24.4M -$627K -2,515 -3%
WAM
6
Westport Asset Management
Connecticut
$16.3M -$3.15M -12,645 -16%
BIT
7
BlackRock Institutional Trust
California
$16.1M +$232K +929 +1%
Schroder Investment Management Group
8
Schroder Investment Management Group
United Kingdom
$15.8M +$7.72M +30,956 +96%
APCM
9
Arbiter Partners Capital Management
New York
$14.6M
Ameriprise
10
Ameriprise
Minnesota
$14.1M +$294K +1,180 +2%
SRC
11
Shufro Rose & Co
New York
$14M -$151K -604 -1%
BFA
12
BlackRock Fund Advisors
California
$12.8M -$1.2M -4,824 -9%
RAM
13
RK Asset Management
Michigan
$11.5M -$27.2K -109 -0.2%
FWSM
14
First Wilshire Securities Management
California
$11M -$147K -590 -1%
State Street
15
State Street
Massachusetts
$9.43M +$2.99K +12 +0%
Northern Trust
16
Northern Trust
Illinois
$6.69M -$706K -2,830 -10%
Hotchkis & Wiley Capital Management
17
Hotchkis & Wiley Capital Management
California
$4.46M +$549K +2,200 +14%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$3.1M +$101K +405 +3%
RA
19
Royce & Associates
New York
$2.95M +$125K +500 +4%
Boston Partners
20
Boston Partners
Massachusetts
$2.73M +$24.9K +100 +0.9%
MC
21
Menta Capital
California
$2.69M +$130K +520 +5%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$2.61M -$140K -561 -5%
TCIM
23
TIAA CREF Investment Management
New York
$2.45M -$223K -894 -8%
WA
24
Whitebox Advisors
Minnesota
$2.29M -$34.9K -140 -2%
Prudential Financial
25
Prudential Financial
New Jersey
$2.18M +$239K +957 +12%

NWLIA Hedge Fund Activity: Q2 2014 in Review

97 of the 3,479 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.