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Westwood Holdings Group
WHG

Overview Fund Activity

98 hedge funds and large institutions have $213M invested in Westwood Holdings Group in 2019 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 32 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+11
Holders Change %
+12.64%
% of All Funds
2.12%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
34
Reduced
32
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
+$2.6M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$1.28M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$1.13M
4
TCIM
TIAA CREF Investment Management
New York
+$985K
5
American Century Companies
American Century Companies
Missouri
+$842K

Top Sellers

1
PAIM
Punch & Associates Investment Management
Minnesota
-$3.22M
2
BlackRock
BlackRock
New York
-$2.2M
3
CCA
Conestoga Capital Advisors
Pennsylvania
-$2.11M
4
RA
Royce & Associates
New York
-$855K
5
Citadel Advisors
Citadel Advisors
Florida
-$591K
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$1.42M -$58.4K -1,655 -4%
BIM
27
Bridges Investment Management
Nebraska
$1.34M – – –
PPA
28
Parametric Portfolio Associates
Washington
$1.32M +$621K +17,608 +89%
Hotchkis & Wiley Capital Management
29
Hotchkis & Wiley Capital Management
California
$1.28M +$1.28M +36,280 New
Barrow, Hanley, Mewhinney & Strauss
30
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.27M +$447K +12,670 +54%
HI
31
Hendershot Investments
Virginia
$1.27M -$161K -4,565 -11%
Two Sigma Advisers
32
Two Sigma Advisers
New York
$1.15M -$63.5K -1,800 -5%
Millennium Management
33
Millennium Management
New York
$1.09M +$225K +6,383 +26%
CSC
34
Cove Street Capital
California
$1.06M – – –
AQR Capital Management
35
AQR Capital Management
Connecticut
$995K +$717K +20,320 +257%
Bessemer Group
36
Bessemer Group
New Jersey
$945K +$310K +8,800 +49%
Citadel Advisors
37
Citadel Advisors
Florida
$846K -$591K -16,773 -41%
American Century Companies
38
American Century Companies
Missouri
$842K +$842K +23,875 New
Morgan Stanley
39
Morgan Stanley
New York
$802K -$445K -12,619 -36%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$790K -$455K -12,897 -37%
AG
41
Aperio Group
California
$762K +$174K +4,928 +30%
Deutsche Bank
42
Deutsche Bank
Germany
$753K -$223K -6,343 -23%
WSFS
43
Wilmington Savings Fund Society
Delaware
$726K -$113K -3,215 -14%
Invesco
44
Invesco
Georgia
$720K +$238K +6,735 +49%
TA
45
Teachers Advisors
New York
$677K +$73.3K +2,078 +12%
D.E. Shaw & Co
46
D.E. Shaw & Co
New York
$634K +$27.7K +785 +5%
Brown Advisory
47
Brown Advisory
Maryland
$586K – – –
First Trust Advisors
48
First Trust Advisors
Illinois
$515K -$1.09K -31 -0.2%
Swiss National Bank
49
Swiss National Bank
Switzerland
$494K +$28.2K +800 +6%
JIC
50
Johnson Investment Counsel
Ohio
$492K – – –
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