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Westwood Holdings Group
WHG

Overview Fund Activity

40 hedge funds and large institutions have $56.4M invested in Westwood Holdings Group in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 1 closing their positions.

Holders
40
Holders Change
+4
Holders Change %
+11.11%
% of All Funds
0.64%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
11
Reduced
12
Closed
1
Calls
$13K
Puts
$13K
Net Calls
–
Net Calls Change
–

Top Buyers

1
NSIM
1
North Star Investment Management
Illinois
$3.12M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.54M
3
LCS
3
Levin Capital Strategies
New York
$178K
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$151K
5
Citadel Advisors
5
Citadel Advisors
Florida
$124K

Top Sellers

1
DRZID
1
DePrince Race & Zollo Inc (DRZ)
Florida
$5.42M
2
BCM
2
Bridgeway Capital Management
Texas
$904K
3
Russell Investments Group
3
Russell Investments Group
United Kingdom
$1.91M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$5.05M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$136K
Name Market Value Shares Shares
Change 		Shares
Change %
Two Sigma Advisers
26
Two Sigma Advisers
New York
$136K 12,100 -2,500 -17%
Citadel Advisors
27
Citadel Advisors
Florida
$124K 11,069 +11,069 New
WCM
28
Wallace Capital Management
Texas
$114K 10,159 – –
CCM
29
Callodine Capital Management
Massachusetts
$113K 10,100 – –
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$64K 5,811 +211 +4%
Morgan Stanley
31
Morgan Stanley
New York
$30.6K 2,730 -1,493 -35%
UBS Group
32
UBS Group
Switzerland
$26.3K 2,350 +998 +74%
Wells Fargo
33
Wells Fargo
California
$20.5K 1,830 -65 -3%
TRCT
34
Tower Research Capital (TRC)
New York
$6K 522 +522 New
Osaic Holdings
35
Osaic Holdings
Arizona
$4.35K 388 +388 New
SC
36
Stephens Consulting
Michigan
$1.17K 105 +2 +2%
Fidelity Investments
37
Fidelity Investments
Massachusetts
$928 83 +50 +152%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
– – -311 Closed
CFGS
39
Concourse Financial Group Securities
Alabama
– – – –
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$0 22 – –
FIA
41
FNY Investment Advisers
New York
$0 50 – –
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$0 14 – –
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