Westwood Holdings Group
WHG
46 hedge funds and large institutions have $81.1M invested in Westwood Holdings Group in 2022 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 14 increasing their positions, 22 reducing their positions, and 3 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.01% less ownership
Funds ownership: 63.64% → 61.63% (-2%)
4% less funds holding
Funds holding: 48 → 46 (-2)
9% less capital invested
Capital invested by funds: $89.6M → $81.1M (-$8.48M)
36% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 22
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Russell Investments Group
London,
United Kingdom
|
+$1.72M |
| 2 |
ERSOT
Employees Retirement System of Texas
Austin,
Texas
|
+$398K |
| 3 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$198K |
| 4 |
NSIM
North Star Investment Management
Chicago,
Illinois
|
+$186K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$90K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$619K |
| 2 |
Renaissance Technologies
New York
|
-$349K |
| 3 |
E
Ergoteles
New York
|
-$252K |
| 4 |
D.E. Shaw & Co
New York
|
-$175K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$174K |
WHG Hedge Fund Activity: Q1 2022 in Review
46 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Westwood Holdings Group (WHG) for Q1 2022, worth a combined $81.1M — down 9.5% from $89.6M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of WHG and 1 opened new positions — a net loss of 2 holders — while 22 trimmed existing stakes and 14 added.
The largest buyer was Russell Investments Group, adding an estimated $1.72M. The largest seller was Arrowstreet Capital, cutting an estimated $619K.
- 46 institutional investors held Westwood Holdings Group (WHG) as of Q1 2022, down from 48 in Q4 2021.
- Funds reported $81.1M of Westwood Holdings Group stock for Q1 2022, down 9.5% quarter-over-quarter.
- 1 fund opened new Westwood Holdings Group positions in Q1 2022 and 3 closed out, a net change of -2 holders.
- The largest Westwood Holdings Group buyer in Q1 2022 was Russell Investments Group, an estimated $1.72M added.
- The largest Westwood Holdings Group seller in Q1 2022 was Arrowstreet Capital, an estimated $619K sold.
Based on aggregated 13F filings for Q1 2022.