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Westwood Holdings Group
WHG

Overview Fund Activity

43 hedge funds and large institutions have $57.2M invested in Westwood Holdings Group in 2024 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 12 increasing their positions, 14 reducing their positions, and 3 closing their positions.

Holders
43
Holders Change
-2
Holders Change %
-4.44%
% of All Funds
0.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
12
Reduced
14
Closed
3
Calls
$7K
Puts
$1K
Net Calls
+$6K
Net Calls Change
-$7K

Top Buyers

1
GAMC
1
Garner Asset Management Corp
Texas
$1.42M
2
DRZID
2
DePrince Race & Zollo Inc (DRZ)
Florida
$5.59M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$2.97M
4
UBS Group
4
UBS Group
Switzerland
$49.4K
5
EF
5
Empowered Funds
Pennsylvania
$291K

Top Sellers

1
PCG
1
Prosperity Consulting Group
Maryland
$324K
2
SA
2
SpiderRock Advisors
Delaware
$0
3
GI
3
GAMCO Investors
Connecticut
$5.45M
4
Jane Street
4
Jane Street
New York
$0
5
Renaissance Technologies
5
Renaissance Technologies
New York
$5.41M
Name Market Value Shares Shares
Change 		Shares
Change %
AWA
26
Arete Wealth Advisors
Illinois
$221K 18,249 -485 -3%
Connor, Clark & Lunn Investment Management (CC&L)
27
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$183K 15,057 +1,163 +8%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$181K 14,861 – –
Citadel Advisors
29
Citadel Advisors
Florida
$165K 13,532 -1,284 -9%
T. Rowe Price Associates
30
T. Rowe Price Associates
Maryland
$161K 13,200 – –
GCIA
31
Gabelli & Co Investment Advisers
New York
$134K 11,000 – –
WCM
32
Wallace Capital Management
Texas
$124K 10,159 – –
Morgan Stanley
33
Morgan Stanley
New York
$104K 8,500 -1,371 -14%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$89K 7,280 – –
UBS Group
35
UBS Group
Switzerland
$49.4K 4,054 +2,030 +100%
Wells Fargo
36
Wells Fargo
California
$18.4K 1,507 -17 -1%
IA
37
IFP Advisors
Florida
$12.1K 992 -298 -23%
Osaic Holdings
38
Osaic Holdings
Arizona
$11K 905 +205 +29%
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$7.28K 598 +105 +21%
NA
40
NewEdge Advisors
Louisiana
$6.92K 568 +568 New
Qube Research & Technologies (QRT)
41
Qube Research & Technologies (QRT)
United Kingdom
$2.45K 201 – –
CFB
42
Cullen/Frost Bankers
Texas
$1.62K 133 – –
Fidelity Investments
43
Fidelity Investments
Massachusetts
$400 33 – –
SA
44
SpiderRock Advisors
Delaware
– – -11,292 Closed
Jane Street
45
Jane Street
New York
– – -10,698 Closed
TRCT
46
Tower Research Capital (TRC)
New York
– – -6 Closed
Simplex Trading
47
Simplex Trading
Illinois
– – – –
CFGS
48
Concourse Financial Group Securities
Alabama
– – – –
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