WHG icon

Westwood Holdings Group
WHG

Overview Fund Activity

45 hedge funds and large institutions have $57.8M invested in Westwood Holdings Group in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 9 reducing their positions, and 8 closing their positions.

Holders
45
Holders Change
-1
Holders Change %
-2.17%
% of All Funds
0.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
17
Reduced
9
Closed
8
Calls
$14K
Puts
$1K
Net Calls
+$13K
Net Calls Change
+$2K

Top Buyers

1
PCG
1
Prosperity Consulting Group
Maryland
$537K
2
Russell Investments Group
2
Russell Investments Group
United Kingdom
$2.99M
3
DLP
3
De Lisle Partners
United Kingdom
$368K
4
AI
4
Acuitas Investments
Washington
$1.67M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$183K

Top Sellers

1
Cerity Partners
1
Cerity Partners
New York
$0
2
DRZID
2
DePrince Race & Zollo Inc (DRZ)
Florida
$5.5M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$5.59M
4
Squarepoint
4
Squarepoint
New York
$0
5
HIM
5
Hillsdale Investment Management
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AWA
26
Arete Wealth Advisors
Illinois
$231K 18,734 +1,803 +11%
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$183K 14,861 +14,861 New
Citadel Advisors
28
Citadel Advisors
Florida
$183K 14,816 -11,445 -44%
Connor, Clark & Lunn Investment Management (CC&L)
29
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$171K 13,894 +2,696 +24%
T. Rowe Price Associates
30
T. Rowe Price Associates
Maryland
$163K 13,200 – –
SA
31
SpiderRock Advisors
Delaware
$144K 11,292 +11,292 New
GCIA
32
Gabelli & Co Investment Advisers
New York
$136K 11,000 – –
Jane Street
33
Jane Street
New York
$132K 10,698 +10,698 New
WCM
34
Wallace Capital Management
Texas
$125K 10,159 – –
Morgan Stanley
35
Morgan Stanley
New York
$122K 9,871 +637 +7%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$90K 7,280 – –
UBS Group
37
UBS Group
Switzerland
$24.9K 2,024 +837 +71%
Wells Fargo
38
Wells Fargo
California
$18.8K 1,524 +195 +15%
IA
39
IFP Advisors
Florida
$15.9K 1,290 +868 +206%
Osaic Holdings
40
Osaic Holdings
Arizona
$8.62K 700 – –
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$6.07K 493 -137 -22%
Qube Research & Technologies (QRT)
42
Qube Research & Technologies (QRT)
United Kingdom
$2.48K 201 – –
CFB
43
Cullen/Frost Bankers
Texas
$1.64K 133 +133 New
Fidelity Investments
44
Fidelity Investments
Massachusetts
$404 33 -1 -3%
TRCT
45
Tower Research Capital (TRC)
New York
$74 6 +6 New
Cerity Partners
46
Cerity Partners
New York
– – -20,520 Closed
Squarepoint
47
Squarepoint
New York
– – -14,493 Closed
HIM
48
Hillsdale Investment Management
Ontario, Canada
– – -13,200 Closed
Bank of New York Mellon
49
Bank of New York Mellon
New York
– – -11,504 Closed
Two Sigma Advisers
50
Two Sigma Advisers
New York
– – -10,500 Closed
1
2
3