Westwood Holdings Group
WHG
WHG
36 hedge funds and large institutions have $52.9M invested in Westwood Holdings Group in 2022 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 17 reducing their positions, and 4 closing their positions.
Holders
36
Holders Change
-1
Holders Change %
-2.7%
% of All Funds
0.58%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
5
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
26
Royal Bank of Canada
Toronto,
Ontario, Canada
| $62K | 5,600 | – | – |
|
27
Morgan Stanley
New York
| $47K | 4,223 | -6,210 | -60% |
|
28
Wells Fargo
San Francisco,
California
| $21.1K | 1,895 | -11 | -0.6% |
|
29
UBS Group
Zurich,
Switzerland
| $15K | 1,352 | -2,787 | -67% |
|
30
Rockefeller Capital Management
New York
| $3K | 311 | -29 | -9% |
|
31
Dimensional Fund Advisors
Austin,
Texas
| $2.74K | 245,821 | -1,949 | -0.8% |
|
|
SC
32
Stephens Consulting
Flint,
Michigan
| $1.15K | 103 | +1 | +1% |
|
33
Fidelity Investments
Boston,
Massachusetts
| $365 | 33 | -301 | -90% |
|
34
Bank of New York Mellon
New York
| – | – | -25,448 | Closed |
|
|
CC
35
Centiva Capital
New York
| – | – | -10,000 | Closed |
|
|
TRCT
36
Tower Research Capital (TRC)
New York
| – | – | -690 | Closed |
|
37
Osaic Holdings
Scottsdale,
Arizona
| – | – | -280 | Closed |
|
38
JPMorgan Chase & Co
New York
| $0 | 14 | -100 | -88% |
|
|
FIA
39
FNY Investment Advisers
New York
| $0 | 50 | – | – |
|
|
CFGS
40
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|
41
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $0 | 22 | – | – |
|