NATL WESTN LIFE INS CO CL A
NWLIA
NWLIA was delisted on the 2nd of October, 2008.
84 hedge funds and large institutions have $324M invested in NATL WESTN LIFE INS CO CL A in 2015 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 34 reducing their positions, and 23 closing their positions.
14% less capital invested
Capital invested by funds: $379M → $324M (-$54.9M)
16% less funds holding
Funds holding: 100 → 84 (-16)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
38% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 34
70% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$11.8M |
| 2 |
NI
Nuance Investments
Kansas City,
Missouri
|
+$3.44M |
| 3 |
ARM
Adirondack Research & Management
Guilderland,
New York
|
+$2.63M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$693K |
| 5 |
LSV Asset Management
Chicago,
Illinois
|
+$623K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TBC
Tweedy, Browne Co
Stamford,
Connecticut
|
-$22.7M |
| 2 |
WAM
Westport Asset Management
Southport,
Connecticut
|
-$9.57M |
| 3 |
APCM
Arbiter Partners Capital Management
New York
|
-$2.77M |
| 4 |
FC
FCA Corp
Houston,
Texas
|
-$2.49M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$2.04M |
NWLIA Hedge Fund Activity: Q3 2015 in Review
84 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in NATL WESTN LIFE INS CO CL A (NWLIA) for Q3 2015, worth a combined $324M — down 14% from $379M a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of NWLIA and 7 opened new positions — a net loss of 16 holders — while 34 trimmed existing stakes and 21 added.
The largest buyer was Fidelity Investments, adding an estimated $11.8M. The largest seller was Tweedy, Browne Co, exiting entirely with an estimated $22.7M sold.
- 84 institutional investors held NATL WESTN LIFE INS CO CL A (NWLIA) as of Q3 2015, down from 100 in Q2 2015.
- Funds reported $324M of NATL WESTN LIFE INS CO CL A stock for Q3 2015, down 14% quarter-over-quarter.
- 7 funds opened new NATL WESTN LIFE INS CO CL A positions in Q3 2015 and 23 closed out, a net change of -16 holders.
- The largest NATL WESTN LIFE INS CO CL A buyer in Q3 2015 was Fidelity Investments, an estimated $11.8M added.
- The largest NATL WESTN LIFE INS CO CL A seller in Q3 2015 was Tweedy, Browne Co, an estimated $22.7M sold.
Based on aggregated 13F filings for Q3 2015.