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Westwood Holdings Group
WHG

Overview Fund Activity

84 hedge funds and large institutions have $172M invested in Westwood Holdings Group in 2019 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 31 reducing their positions, and 13 closing their positions.

Holders
84
Holders Change
-6
Holders Change %
-6.67%
% of All Funds
1.84%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
29
Reduced
31
Closed
13
Calls
$30K
Puts
–
Net Calls
+$30K
Net Calls Change
+$30K

Top Buyers

1
ProShare Advisors
1
ProShare Advisors
Maryland
$11M
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$3.86M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.89M
4
BlackRock
4
BlackRock
New York
$19.8M
5
WG
5
Winton Group
United Kingdom
$954K

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$12.8M
2
RA
2
Royce & Associates
New York
$1.72M
3
Millennium Management
3
Millennium Management
New York
$461K
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$0
5
American Century Companies
5
American Century Companies
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MAM
26
Martingale Asset Management
Massachusetts
$1.46M 52,602 -2,802 -5%
Charles Schwab
27
Charles Schwab
California
$1.36M 49,148 +785 +2%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$1.27M 45,949 -10,216 -18%
Two Sigma Advisers
29
Two Sigma Advisers
New York
$1.14M 41,100 -5,900 -13%
BIM
30
Bridges Investment Management
Nebraska
$1.05M 37,862 – –
Citadel Advisors
31
Citadel Advisors
Florida
$955K 34,529 +11,364 +49%
Arrowstreet Capital
32
Arrowstreet Capital
Massachusetts
$954K 34,495 +4,400 +15%
WG
33
Winton Group
United Kingdom
$954K 34,486 +34,486 New
Ameriprise
34
Ameriprise
Minnesota
$932K 33,650 +16,410 +95%
Barrow, Hanley, Mewhinney & Strauss
35
Barrow, Hanley, Mewhinney & Strauss
Texas
$841K 30,376 -4,019 -12%
Bessemer Group
36
Bessemer Group
New Jersey
$805K 29,100 -800 -3%
Squarepoint
37
Squarepoint
New York
$767K 27,736 +1,017 +4%
Morgan Stanley
38
Morgan Stanley
New York
$583K 21,079 +20,670 +5,054%
PPA
39
Parametric Portfolio Associates
Washington
$573K 20,710 -8,550 -29%
First Trust Advisors
40
First Trust Advisors
Illinois
$500K 18,060 +3,441 +24%
Invesco
41
Invesco
Georgia
$465K 16,819 -85 -0.5%
AIMCA
42
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$462K 16,700 +7,300 +78%
Millennium Management
43
Millennium Management
New York
$461K 16,669 -36,660 -69%
MERSOM
44
Municipal Employees' Retirement System of Michigan
Michigan
$421K 15,200 – –
JIC
45
Johnson Investment Counsel
Ohio
$397K 13,970 – –
Swiss National Bank
46
Swiss National Bank
Switzerland
$387K 13,993 – –
SRAM
47
Stone Ridge Asset Management
New York
$379K 13,682 +500 +4%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$362K 13,091 +1,049 +9%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$352K 12,727 +199 +2%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$349K 12,606 +467 +4%
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