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Westwood Holdings Group
WHG

68 hedge funds and large institutions have $214M invested in Westwood Holdings Group in 2013 Q2 according to their latest regulatory filings, with 68 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

61.4% more ownership

Funds ownership: 0% → 61.4% (+61%)

Holders
68
Holders Change
+68
Holders Change %
–
% of All Funds
2.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
68
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
26
Hendershot Investments
Virginia
$1.23M +$1.24M +28,650 New
COPPSERS
27
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.18M +$1.19M +27,507 New
Goldman Sachs
28
Goldman Sachs
New York
$1.12M +$1.13M +26,128 New
Geode Capital Management
29
Geode Capital Management
Massachusetts
$807K +$813K +18,808 New
BIM
30
BlackRock Investment Management
Delaware
$787K +$792K +18,329 New
California Public Employees Retirement System
31
California Public Employees Retirement System
California
$747K +$753K +17,412 New
SO
32
STRS Ohio
Ohio
$743K +$748K +17,312 New
Charles Schwab
33
Charles Schwab
California
$687K +$680K +15,737 New
NSIM
34
North Star Investment Management
Illinois
$687K +$692K +16,000 New
AllianceBernstein
35
AllianceBernstein
Tennessee
$609K +$614K +14,197 New
Bank of America
36
Bank of America
North Carolina
$589K +$593K +13,723 New
Two Sigma Investments
37
Two Sigma Investments
New York
$541K +$545K +12,604 New
California State Teachers Retirement System (CalSTRS)
38
California State Teachers Retirement System (CalSTRS)
California
$522K +$525K +12,151 New
GAM
39
Gotham Asset Management
New York
$459K +$463K +10,702 New
CS
40
Credit Suisse
Switzerland
$444K +$447K +10,336 New
IAM
41
Impax Asset Management
New Hampshire
$428K +$431K +9,977 New
TA
42
Teachers Advisors
New York
$386K +$389K +9,001 New
MC
43
Menta Capital
California
$384K +$387K +8,942 New
CCM
44
Copeland Capital Management
Pennsylvania
$382K +$384K +8,892 New
VOYA Investment Management
45
VOYA Investment Management
Georgia
$364K +$367K +8,478 New
PPA
46
Parametric Portfolio Associates
Washington
$354K +$356K +8,243 New
GIP
47
Granite Investment Partners
California
$324K +$327K +7,560 New
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$289K +$291K +6,733 New
MLICM
49
Metropolitan Life Insurance Company (MetLife)
New York
$240K +$242K +5,596 New
State Board of Administration of Florida Retirement System
50
State Board of Administration of Florida Retirement System
Florida
$236K +$238K +5,500 New
1
2
3

WHG Hedge Fund Activity: Q2 2013 in Review

68 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Westwood Holdings Group (WHG) for Q2 2013, worth a combined $214M.

Buyers outnumbered sellers: 68 funds opened new WHG positions and 0 closed out — a net gain of 68 holders — while 0 added to existing stakes and 0 trimmed.

  • 68 institutional investors held Westwood Holdings Group (WHG) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $214M of Westwood Holdings Group stock for Q2 2013.
  • 68 funds opened new Westwood Holdings Group positions in Q2 2013 and 0 closed out, a net change of +68 holders.

Based on aggregated 13F filings for Q2 2013.