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Westwood Holdings Group
WHG

Overview Fund Activity

82 hedge funds and large institutions have $321M invested in Westwood Holdings Group in 2015 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 46 increasing their positions, 19 reducing their positions, and 3 closing their positions.

Holders
82
Holders Change
-1
Holders Change %
-1.2%
% of All Funds
2.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
46
Reduced
19
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$22.9M
2
KCM
2
Kennedy Capital Management
Missouri
$3.79M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$26.7M
4
GIM
4
Greenwich Investment Management
Connecticut
$2.92M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$9.7M

Top Sellers

1
ZIG
1
Zuckerman Investment Group
Illinois
$3.52M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$13.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$795K
4
CCA
4
Conestoga Capital Advisors
Pennsylvania
$31M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$1.71M
Name Market Value Shares Shares
Change 		Shares
Change %
Lord, Abbett & Co
26
Lord, Abbett & Co
New Jersey
$1.71M 28,400 -14,700 -34%
TCIM
27
TIAA CREF Investment Management
New York
$1.56M 25,894 +32 +0.1%
MC
28
Menta Capital
California
$1.51M 25,013 +1,979 +9%
RFC
29
Russell Frank Company
Washington
$1.48M 24,546 -1,268 -5%
Millennium Management
30
Millennium Management
New York
$1.45M 23,956 +12,817 +115%
GIP
31
Granite Investment Partners
California
$1.34M 22,134 +5,830 +36%
BIM
32
BlackRock Investment Management
Delaware
$1.29M 21,466 +282 +1%
Charles Schwab
33
Charles Schwab
California
$1.28M 21,265 +928 +5%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$1.26M 21,100 – –
NSIM
35
North Star Investment Management
Illinois
$1.25M 20,800 +1,000 +5%
Citadel Advisors
36
Citadel Advisors
Florida
$1.1M 18,289 +7,251 +66%
GC
37
Globeflex Capital
California
$1.02M 16,981 -1,745 -9%
Two Sigma Investments
38
Two Sigma Investments
New York
$1.02M 16,905 +2,800 +20%
Prudential Financial
39
Prudential Financial
New Jersey
$808K 13,402 +400 +3%
California State Teachers Retirement System (CalSTRS)
40
California State Teachers Retirement System (CalSTRS)
California
$805K 13,349 -200 -1%
Morgan Stanley
41
Morgan Stanley
New York
$795K 13,192 -19,520 -60%
SO
42
STRS Ohio
Ohio
$765K 12,700 +100 +0.8%
Deutsche Bank
43
Deutsche Bank
Germany
$736K 12,211 +7,307 +149%
PPA
44
Parametric Portfolio Associates
Washington
$730K 12,113 -262 -2%
HIM
45
Hillsdale Investment Management
Ontario, Canada
$688K 11,413 +2,500 +28%
GCP
46
GSA Capital Partners
United Kingdom
$671K 11,135 -900 -7%
TA
47
Teachers Advisors
New York
$628K 10,407 – –
Bank of America
48
Bank of America
North Carolina
$624K 10,341 +85 +0.8%
Barclays
49
Barclays
United Kingdom
$567K 9,437 +7,738 +455%
CCM
50
Copeland Capital Management
Pennsylvania
$530K 8,785 -290 -3%
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