Westwood Holdings Group
WHG
WHG
41 hedge funds and large institutions have $63.3M invested in Westwood Holdings Group in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 16 reducing their positions, and 4 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
more funds holding in top 10
Funds holding in top 10: →
4.01% less ownership
Funds ownership: 59.84% → 55.82% (-4%)
38% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 16
43% less call options, than puts
Call options by funds: $319K | Put options by funds: $557K
Holders
41
Holding in Top 10
1
Calls
$319K
Puts
$557K
Top Buyers
| 1 | +$1.49M | |
| 2 | +$218K | |
| 3 | +$213K | |
| 4 |
GCIA
Gabelli & Co Investment Advisers
Rye,
New York
|
+$143K |
| 5 |
LCS
Levin Capital Strategies
New York
|
+$119K |
Top Sellers
| 1 | -$785K | |
| 2 | -$168K | |
| 3 | -$151K | |
| 4 |
CCM
Callodine Capital Management
Boston,
Massachusetts
|
-$113K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$103K |