WHG icon

Westwood Holdings Group
WHG

Overview Fund Trends Analyst Outlook Journalist POV

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.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10: →

less ownership

Funds ownership: →

less funds holding

Funds holding: →

less capital invested

Capital invested by funds: $ → $

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

Holders
46
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$1.56M
2
+$360K
3
+$179K
4
NSIM
North Star Investment Management
Illinois
+$169K
5
Bank of America
Bank of America
North Carolina
+$81.3K

Top Sellers

1
-$558K
2
-$315K
3
-$252K
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$175K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$157K
Name Holding Trade Value Shares
Change 		Change in
Stake
26
$287K
27
$282K
28
$246K
29
$230K
30
$228K
31
$178K
32
$173K
33
$164K
34
$153K
35
$99K
36
$86K
37
$55K
38
$22K
39
$9K
40
$7K
41
$5K
42
$2K
43
$1.53K
44
–
45
–
46
–
1
2