Westwood Holdings Group
WHG
81 hedge funds and large institutions have $317M invested in Westwood Holdings Group in 2013 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 27 increasing their positions, 24 reducing their positions, and 5 closing their positions.
240% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 5
28% more capital invested
Capital invested by funds: $247M → $317M (+$70.1M)
14% more funds holding
Funds holding: 71 → 81 (+10)
13% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 24
0.2% less ownership
Funds ownership: 62.92% → 62.71% (-0.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$12.5M |
| 2 |
HCM
Hilton Capital Management
Garden City,
New York
|
+$2.52M |
| 3 |
RA
Royce & Associates
New York
|
+$2.46M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.61M |
| 5 |
CCA
Conestoga Capital Advisors
Wayne,
Pennsylvania
|
+$1.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$7.82M |
| 2 |
Mawer Investment Management
Calgary,
Alberta, Canada
|
-$5.01M |
| 3 |
GI
GAMCO Investors
Greenwich,
Connecticut
|
-$3.28M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$1.78M |
| 5 |
Bank of New York Mellon
New York
|
-$1.52M |
WHG Hedge Fund Activity: Q4 2013 in Review
81 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Westwood Holdings Group (WHG) for Q4 2013, worth a combined $317M — up 28% from $247M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new WHG positions and 5 closed out — a net gain of 12 holders — while 27 added to existing stakes and 24 trimmed.
The largest buyer was Wellington Management Group, opening a new position worth an estimated $12.5M. The largest seller was Invesco, cutting an estimated $7.82M.
- 81 institutional investors held Westwood Holdings Group (WHG) as of Q4 2013, up from 71 in Q3 2013.
- Funds reported $317M of Westwood Holdings Group stock for Q4 2013, up 28% quarter-over-quarter.
- 17 funds opened new Westwood Holdings Group positions in Q4 2013 and 5 closed out, a net change of +12 holders.
- The largest Westwood Holdings Group buyer in Q4 2013 was Wellington Management Group, an estimated $12.5M added.
- The largest Westwood Holdings Group seller in Q4 2013 was Invesco, an estimated $7.82M sold.
Based on aggregated 13F filings for Q4 2013.