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Westwood Holdings Group
WHG

Overview Fund Activity

88 hedge funds and large institutions have $400M invested in Westwood Holdings Group in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 28 reducing their positions, and 3 closing their positions.

Holders
88
Holders Change
+5
Holders Change %
+6.02%
% of All Funds
2.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
32
Reduced
28
Closed
3
Calls
–
Puts
$209K
Net Calls
-$209K
Net Calls Change
-$1.61M

Top Buyers

1
CCA
1
Conestoga Capital Advisors
Pennsylvania
$42.2M
2
WHG
2
Westwood Holdings Group
Texas
$4.29M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$23.9M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$20.5M
5
CS
5
Credit Suisse
Switzerland
$1.03M

Top Sellers

1
ProShare Advisors
1
ProShare Advisors
Maryland
$8.25M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$0
3
HCM
3
Hodges Capital Management
Texas
$2.7M
4
Deutsche Bank
4
Deutsche Bank
Germany
$665K
5
Millennium Management
5
Millennium Management
New York
$525K
Name Market Value Shares Shares
Change 		Shares
Change %
TCIM
26
TIAA CREF Investment Management
New York
$2.43M 36,109 -254 -0.7%
WSFS
27
Wilmington Savings Fund Society
Delaware
$2.08M 30,983 -2,698 -8%
Bank of America
28
Bank of America
North Carolina
$1.75M 26,062 +8,410 +48%
Morgan Stanley
29
Morgan Stanley
New York
$1.21M 17,987 +1,959 +12%
Brown Advisory
30
Brown Advisory
Maryland
$1.12M 16,607 – –
TA
31
Teachers Advisors
New York
$1.07M 15,873 – –
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$1.05M 15,614 -386 -2%
CS
33
Credit Suisse
Switzerland
$1.03M 15,276 +9,389 +159%
GC
34
Guggenheim Capital
Illinois
$968K 14,384 +4,502 +46%
Two Sigma Investments
35
Two Sigma Investments
New York
$954K 14,185 +1,241 +10%
California State Teachers Retirement System (CalSTRS)
36
California State Teachers Retirement System (CalSTRS)
California
$873K 12,980 -1,360 -9%
Swiss National Bank
37
Swiss National Bank
Switzerland
$834K 12,393 – –
Two Sigma Advisers
38
Two Sigma Advisers
New York
$801K 11,900 +7,200 +153%
SO
39
STRS Ohio
Ohio
$780K 11,600 -500 -4%
Goldman Sachs
40
Goldman Sachs
New York
$695K 10,335 +469 +5%
Deutsche Bank
41
Deutsche Bank
Germany
$665K 9,912 -8,708 -47%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$626K 9,300 – –
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$620K 9,217 +140 +2%
CCM
44
Copeland Capital Management
Pennsylvania
$615K 9,148 -60 -0.7%
SLG
45
Stanley-Laman Group
Pennsylvania
$611K 9,084 +968 +12%
JIC
46
Johnson Investment Counsel
Ohio
$558K 8,300 -2,500 -23%
Millennium Management
47
Millennium Management
New York
$525K 7,800 -7,543 -49%
MAM
48
Martingale Asset Management
Massachusetts
$525K 7,800 +7,800 New
OAM
49
Oxford Asset Management
United Kingdom
$478K 7,130 -2,408 -25%
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$430K 6,390 -228 -3%
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