Westwood Holdings Group
WHG
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.
600% more call options, than puts
Call options by funds: $7K | Put options by funds: $1K
1% less capital invested
Capital invested by funds: $57.8M → $57.2M (-$542K)
1.28% less ownership
Funds ownership: 51.76% → 50.48% (-1.3%)
4% less funds holding
Funds holding: 45 → 43 (-2)
14% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 14
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GAMC
Garner Asset Management Corp
Plano,
Texas
|
+$673K |
| 2 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$163K |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$72.4K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$25.4K |
| 5 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$20.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCG
Prosperity Consulting Group
Owings Mills,
Maryland
|
-$212K |
| 2 |
SA
SpiderRock Advisors
Wilimington,
Delaware
|
-$144K |
| 3 |
GI
GAMCO Investors
Greenwich,
Connecticut
|
-$137K |
| 4 |
Jane Street
New York
|
-$132K |
| 5 |
Renaissance Technologies
New York
|
-$121K |
WHG Hedge Fund Activity: Q2 2024 in Review
43 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Westwood Holdings Group (WHG) for Q2 2024, worth a combined $57.2M — down 0.94% from $57.8M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of WHG and 1 opened new positions — a net loss of 2 holders — while 14 trimmed existing stakes and 12 added.
The largest buyer was Garner Asset Management Corp, adding an estimated $673K. The largest seller was Prosperity Consulting Group, cutting an estimated $212K.
- 43 institutional investors held Westwood Holdings Group (WHG) as of Q2 2024, down from 45 in Q1 2024.
- Funds reported $57.2M of Westwood Holdings Group stock for Q2 2024, down 0.94% quarter-over-quarter.
- 1 fund opened new Westwood Holdings Group positions in Q2 2024 and 3 closed out, a net change of -2 holders.
- The largest Westwood Holdings Group buyer in Q2 2024 was Garner Asset Management Corp, an estimated $673K added.
- The largest Westwood Holdings Group seller in Q2 2024 was Prosperity Consulting Group, an estimated $212K sold.
Based on aggregated 13F filings for Q2 2024.