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Westwood Holdings Group
WHG

Overview Fund Activity

95 hedge funds and large institutions have $397M invested in Westwood Holdings Group in 2017 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 28 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+7
Holders Change %
+7.95%
% of All Funds
2.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
35
Reduced
28
Closed
7
Calls
$470K
Puts
$271K
Net Calls
+$199K
Net Calls Change
+$408K

Top Buyers

1
CCA
1
Conestoga Capital Advisors
Pennsylvania
$48.2M
2
Goldman Sachs
2
Goldman Sachs
New York
$2.65M
3
Bank of America
3
Bank of America
North Carolina
$3.46M
4
MAM
4
Martingale Asset Management
Massachusetts
$2.07M
5
BlackRock
5
BlackRock
New York
$38.8M

Top Sellers

1
WHG
1
Westwood Holdings Group
Texas
$0
2
GI
2
GAMCO Investors
Connecticut
$36.9M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$13.2M
4
HCM
4
Hodges Capital Management
Texas
$0
5
RA
5
Royce & Associates
New York
$26.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCIM
26
TIAA CREF Investment Management
New York
$2.35M -$44.8K -677 -2%
MAM
27
Martingale Asset Management
Massachusetts
$2.07M +$1.56M +23,503 +301%
WSFS
28
Wilmington Savings Fund Society
Delaware
$1.94M -$109K -1,645 -5%
Morgan Stanley
29
Morgan Stanley
New York
$1.51M +$318K +4,800 +27%
Deutsche Bank
30
Deutsche Bank
Germany
$1.34M +$685K +10,351 +104%
OAM
31
Oxford Asset Management
United Kingdom
$1.29M +$817K +12,225 +171%
Brown Advisory
32
Brown Advisory
Maryland
$1.1M – – –
Millennium Management
33
Millennium Management
New York
$1.09M +$571K +8,626 +111%
TA
34
Teachers Advisors
New York
$1.05M – – –
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$1.03M – – –
GC
36
Guggenheim Capital
Illinois
$1.03M +$76.3K +1,151 +8%
Two Sigma Investments
37
Two Sigma Investments
New York
$908K -$31.5K -475 -3%
California State Teachers Retirement System (CalSTRS)
38
California State Teachers Retirement System (CalSTRS)
California
$847K -$12.2K -185 -1%
Swiss National Bank
39
Swiss National Bank
Switzerland
$821K – – –
Bessemer Group
40
Bessemer Group
New Jersey
$801K +$543K +8,200 +210%
Two Sigma Advisers
41
Two Sigma Advisers
New York
$781K -$6.62K -100 -0.8%
Comerica Bank
42
Comerica Bank
Texas
$772K +$353K +5,200 +84%
SO
43
STRS Ohio
Ohio
$754K -$13.2K -200 -2%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$616K – – –
CCM
45
Copeland Capital Management
Pennsylvania
$592K -$13.9K -210 -2%
SLG
46
Stanley-Laman Group
Pennsylvania
$585K -$16.1K -243 -3%
JIC
47
Johnson Investment Counsel
Ohio
$549K – – –
CS
48
Credit Suisse
Switzerland
$548K -$462K -6,990 -46%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$512K -$98.7K -1,489 -16%
Russell Investments Group
50
Russell Investments Group
United Kingdom
$493K +$98.8K +1,459 +25%
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