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Westwood Holdings Group
WHG

Overview Fund Activity

75 hedge funds and large institutions have $297M invested in Westwood Holdings Group in 2017 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
-8
Holders Change %
-9.64%
% of All Funds
1.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
27
Reduced
27
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
$30M
2
Wells Fargo
Wells Fargo
California
$33.6M
3
Renaissance Technologies
Renaissance Technologies
New York
$15.1M
4
Vanguard Group
Vanguard Group
Pennsylvania
$16.8M
5
HCM
Hodges Capital Management
Texas
$2.7M

Top Sellers

1
RA
Royce & Associates
New York
$23.6M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$13.3M
3
GIM
Greenwich Investment Management
Connecticut
$0
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
5
Morgan Stanley
Morgan Stanley
New York
$788K
Name Holding Trade Value Shares
Change 		Shares
Change %
TCIM
26
TIAA CREF Investment Management
New York
$1.61M -$126K -2,356 -7%
Deutsche Bank
27
Deutsche Bank
Germany
$1.13M +$324K +6,075 +40%
Bank of America
28
Bank of America
North Carolina
$952K +$248K +4,652 +35%
Brown Advisory
29
Brown Advisory
Maryland
$887K – – –
California State Teachers Retirement System (CalSTRS)
30
California State Teachers Retirement System (CalSTRS)
California
$857K -$21.4K -400 -2%
California Public Employees Retirement System
31
California Public Employees Retirement System
California
$855K -$16K -300 -2%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$828K -$224K -4,199 -21%
Morgan Stanley
33
Morgan Stanley
New York
$788K -$651K -12,204 -45%
TA
34
Teachers Advisors
New York
$701K – – –
Swiss National Bank
35
Swiss National Bank
Switzerland
$662K – – –
Two Sigma Investments
36
Two Sigma Investments
New York
$643K +$66.9K +1,252 +12%
SO
37
STRS Ohio
Ohio
$630K – – –
JIC
38
Johnson Investment Counsel
Ohio
$576K – – –
CCM
39
Copeland Capital Management
Pennsylvania
$530K -$28.7K -505 -5%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$522K +$17K +318 +3%
GC
41
Guggenheim Capital
Illinois
$493K +$493K +9,235 New
OAM
42
Oxford Asset Management
United Kingdom
$447K +$447K +8,362 New
SLG
43
Stanley-Laman Group
Pennsylvania
$446K -$42.1K -787 -9%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$438K +$53 +1 +0%
CS
45
Credit Suisse
Switzerland
$409K -$33.1K -619 -7%
First Trust Advisors
46
First Trust Advisors
Illinois
$348K -$126K -2,362 -27%
Manulife (Manufacturers Life Insurance)
47
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$343K +$40.5K +756 +13%
VOYA Investment Management
48
VOYA Investment Management
Georgia
$280K – – –
MLICM
49
Metropolitan Life Insurance Company (MetLife)
New York
$271K – – –
UBS Group
50
UBS Group
Switzerland
$267K -$21.5K -403 -7%
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