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Westwood Holdings Group
WHG

Overview Fund Activity

81 hedge funds and large institutions have $329M invested in Westwood Holdings Group in 2014 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
–
Holders Change %
0%
% of All Funds
2.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
28
Reduced
27
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCA
Conestoga Capital Advisors
Pennsylvania
$34.6M
2
Vanguard Group
Vanguard Group
Pennsylvania
$14M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$17.7M
4
RA
Royce & Associates
New York
$48.7M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$12.3M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$3.05M
2
GI
GAMCO Investors
Connecticut
$41.7M
3
Two Sigma Investments
Two Sigma Investments
New York
$0
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$822K
5
IAM
Impax Asset Management
New Hampshire
$221K
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
26
BlackRock Advisors
Delaware
$1.57M +$250K +3,995 +19%
NSIM
27
North Star Investment Management
Illinois
$1.24M – – –
California Public Employees Retirement System
28
California Public Employees Retirement System
California
$1.23M +$36.8K +600 +3%
BIM
29
BlackRock Investment Management
Delaware
$1.22M +$2.88K +46 +0.2%
Charles Schwab
30
Charles Schwab
California
$1.1M +$30.1K +480 +3%
HI
31
Hendershot Investments
Virginia
$1.08M +$183K +2,920 +20%
GIM
32
Greenwich Investment Management
Connecticut
$940K +$38.2K +610 +4%
SO
33
STRS Ohio
Ohio
$859K – – –
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$822K -$1.03M -16,405 -56%
California State Teachers Retirement System (CalSTRS)
35
California State Teachers Retirement System (CalSTRS)
California
$797K +$6.27K +100 +0.8%
PPA
36
Parametric Portfolio Associates
Washington
$780K +$91.4K +1,458 +13%
TA
37
Teachers Advisors
New York
$652K – – –
Bank of America
38
Bank of America
North Carolina
$645K -$237K -3,785 -27%
AllianceBernstein
39
AllianceBernstein
Tennessee
$612K -$138K -2,200 -18%
CCM
40
Copeland Capital Management
Pennsylvania
$587K +$29.4K +468 +5%
VOYA Investment Management
41
VOYA Investment Management
Georgia
$531K – – –
HIM
42
Hillsdale Investment Management
Ontario, Canada
$527K +$527K +8,413 New
ACM
43
Ativo Capital Management
Illinois
$486K +$486K +7,757 New
Citadel Advisors
44
Citadel Advisors
Florida
$450K +$11.3K +181 +3%
ProShare Advisors
45
ProShare Advisors
Maryland
$443K +$443K +7,067 New
GAM
46
Gotham Asset Management
New York
$408K +$408K +6,511 New
GIP
47
Granite Investment Partners
California
$403K -$70.5K -1,125 -15%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$397K -$20.7K -330 -5%
CS
49
Credit Suisse
Switzerland
$371K -$255K -4,077 -41%
MLICM
50
Metropolitan Life Insurance Company (MetLife)
New York
$351K – – –
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