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Westwood Holdings Group
WHG

Overview Fund Activity

86 hedge funds and large institutions have $313M invested in Westwood Holdings Group in 2018 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 33 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
-7
Holders Change %
-7.53%
% of All Funds
1.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
33
Reduced
26
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$1.76M
2
Renaissance Technologies
Renaissance Technologies
New York
+$1.4M
3
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$1.38M
4
Citadel Advisors
Citadel Advisors
Florida
+$934K
5
NSIM
North Star Investment Management
Illinois
+$797K

Top Sellers

1
CCA
Conestoga Capital Advisors
Pennsylvania
-$5.05M
2
RA
Royce & Associates
New York
-$1.57M
3
BIM
Bridges Investment Management
Nebraska
-$1.56M
4
Deutsche Bank
Deutsche Bank
Germany
-$1.23M
5
AA
ALPS Advisors
Colorado
-$620K
Name Holding Trade Value Shares
Change 		Shares
Change %
Deutsche Bank
26
Deutsche Bank
Germany
$1.4M -$1.23M -23,818 -47%
Citadel Advisors
27
Citadel Advisors
Florida
$1.33M +$934K +18,054 +238%
WSFS
28
Wilmington Savings Fund Society
Delaware
$1.32M -$60.4K -1,167 -4%
Morgan Stanley
29
Morgan Stanley
New York
$1.3M -$454K -8,782 -26%
Millennium Management
30
Millennium Management
New York
$1.27M -$487K -9,419 -28%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$1.24M +$60.3K +1,166 +5%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$969K +$342K +6,618 +55%
TCIM
33
TIAA CREF Investment Management
New York
$962K +$12.4K +240 +1%
TA
34
Teachers Advisors
New York
$886K +$64.6K +1,248 +8%
Brown Advisory
35
Brown Advisory
Maryland
$859K – – –
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$762K -$40.1K -775 -5%
Marshall Wace
37
Marshall Wace
United Kingdom
$759K +$759K +14,667 New
GC
38
Guggenheim Capital
Illinois
$740K +$223K +4,311 +43%
JIC
39
Johnson Investment Counsel
Ohio
$713K – – –
SO
40
STRS Ohio
Ohio
$698K – – –
Swiss National Bank
41
Swiss National Bank
Switzerland
$683K – – –
Invesco
42
Invesco
Georgia
$670K +$47.1K +909 +8%
California State Teachers Retirement System (CalSTRS)
43
California State Teachers Retirement System (CalSTRS)
California
$656K – – –
First Trust Advisors
44
First Trust Advisors
Illinois
$638K +$163K +3,144 +34%
Bessemer Group
45
Bessemer Group
New Jersey
$636K – – –
Two Sigma Advisers
46
Two Sigma Advisers
New York
$564K -$5.17K -100 -0.9%
PPA
47
Parametric Portfolio Associates
Washington
$550K +$136K +2,640 +33%
PAM
48
Panagora Asset Management
Massachusetts
$533K -$85.6K -1,655 -14%
SLG
49
Stanley-Laman Group
Pennsylvania
$531K +$23.2K +448 +5%
Man Group
50
Man Group
United Kingdom
$514K -$15.5K -300 -3%
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