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NWLIA

NATL WESTN LIFE INS CO CL A
NWLIA

Delisted

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

99 hedge funds and large institutions have $404M invested in NATL WESTN LIFE INS CO CL A in 2015 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 33 increasing their positions, 33 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

5% more funds holding

Funds holding: 9499 (+5)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 33

4% less capital invested

Capital invested by funds: $418M → $404M (-$14.7M)

Holders
99
Holders Change
+5
Holders Change %
+5.32%
% of All Funds
2.64%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
9
Increased
33
Reduced
33
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$44M +$349K +1,374 +0.8%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$40.1M
Vanguard Group
3
Vanguard Group
Pennsylvania
$34.3M +$1.2M +4,723 +4%
Franklin Resources
4
Franklin Resources
California
$30.7M -$3.03M -11,900 -9%
TBC
5
Tweedy, Browne Co
Connecticut
$24.2M -$171K -672 -0.7%
RAM
6
RK Asset Management
Michigan
$18.5M +$6.56M +25,813 +55%
Schroder Investment Management Group
7
Schroder Investment Management Group
United Kingdom
$16M -$633K -2,443 -4%
BIT
8
BlackRock Institutional Trust
California
$15.5M -$694K -2,728 -4%
Ameriprise
9
Ameriprise
Minnesota
$15M +$230K +905 +2%
BFA
10
BlackRock Fund Advisors
California
$14.4M +$20.9K +82 +0.1%
APCM
11
Arbiter Partners Capital Management
New York
$13.6M -$1.26M -4,953 -8%
SRC
12
Shufro Rose & Co
New York
$12.4M -$385K -1,514 -3%
BCCM
13
Blue Clay Capital Management
Minnesota
$12.3M +$254K +1,000 +2%
WAM
14
Westport Asset Management
Connecticut
$10.6M -$1.88M -7,399 -15%
FWSM
15
First Wilshire Securities Management
California
$9.63M -$763K -3,002 -7%
State Street
16
State Street
Massachusetts
$9.17M -$129K -507 -1%
Northern Trust
17
Northern Trust
Illinois
$6.82M -$91.3K -359 -1%
Hotchkis & Wiley Capital Management
18
Hotchkis & Wiley Capital Management
California
$4.77M +$222K +871 +5%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$3.71M +$523K +2,057 +16%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$3.57M -$67.9K -267 -2%
RA
21
Royce & Associates
New York
$3.34M +$305K +1,200 +10%
NI
22
Nuance Investments
Missouri
$2.89M +$2.89M +11,371 New
BCM
23
Bridgeway Capital Management
Texas
$2.79M +$110K +433 +4%
Boston Partners
24
Boston Partners
Massachusetts
$2.58M -$199K -784 -7%
TCIM
25
TIAA CREF Investment Management
New York
$2.4M -$41.2K -162 -2%

NWLIA Hedge Fund Activity: Q1 2015 in Review

99 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in NATL WESTN LIFE INS CO CL A (NWLIA) for Q1 2015, worth a combined $404M — down 3.5% from $418M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new NWLIA positions and 4 closed out — a net gain of 5 holders — while 33 added to existing stakes and 33 trimmed.

The largest buyer was RK Asset Management, adding an estimated $6.56M. The largest seller was Franklin Resources, cutting an estimated $3.03M.

  • 99 institutional investors held NATL WESTN LIFE INS CO CL A (NWLIA) as of Q1 2015, up from 94 in Q4 2014.
  • Funds reported $404M of NATL WESTN LIFE INS CO CL A stock for Q1 2015, down 3.5% quarter-over-quarter.
  • 9 funds opened new NATL WESTN LIFE INS CO CL A positions in Q1 2015 and 4 closed out, a net change of +5 holders.
  • The largest NATL WESTN LIFE INS CO CL A buyer in Q1 2015 was RK Asset Management, an estimated $6.56M added.
  • The largest NATL WESTN LIFE INS CO CL A seller in Q1 2015 was Franklin Resources, an estimated $3.03M sold.

Based on aggregated 13F filings for Q1 2015.