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Westwood Holdings Group
WHG

Overview Fund Activity

44 hedge funds and large institutions have $67.8M invested in Westwood Holdings Group in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 4 closing their positions.

Holders
44
Holders Change
+1
Holders Change %
+2.33%
% of All Funds
0.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
15
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DLP
1
De Lisle Partners
United Kingdom
$972K
2
Russell Investments Group
2
Russell Investments Group
United Kingdom
$3.98M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$320K
4
AI
4
Acuitas Investments
Washington
$2.25M
5
SEI Investments
5
SEI Investments
Pennsylvania
$199K

Top Sellers

1
Luther King Capital Management (LKCM)
1
Luther King Capital Management (LKCM)
Texas
$2.63M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$6.14M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
GCIA
4
Gabelli & Co Investment Advisers
New York
$0
5
WCM
5
Wallace Capital Management
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AWA
26
Arete Wealth Advisors
Illinois
$294K 20,427 +2,178 +12%
PCG
27
Prosperity Consulting Group
Maryland
$279K 19,653 -6,955 -26%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$211K 14,861 – –
Connor, Clark & Lunn Investment Management (CC&L)
29
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$202K 14,191 -866 -6%
SEI Investments
30
SEI Investments
Pennsylvania
$199K 14,000 +14,000 New
T. Rowe Price Associates
31
T. Rowe Price Associates
Maryland
$188K 13,200 – –
Qube Research & Technologies (QRT)
32
Qube Research & Technologies (QRT)
United Kingdom
$154K 10,866 +10,665 +5,306%
Cerity Partners
33
Cerity Partners
New York
$147K 10,374 +10,374 New
Morgan Stanley
34
Morgan Stanley
New York
$125K 8,819 +319 +4%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$104K 7,280 – –
Osaic Holdings
36
Osaic Holdings
Arizona
$20.4K 1,438 +533 +59%
Wells Fargo
37
Wells Fargo
California
$19.5K 1,372 -135 -9%
Barclays
38
Barclays
United Kingdom
$16K 1,088 +1,088 New
UBS Group
39
UBS Group
Switzerland
$15.4K 1,086 -2,968 -73%
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$8.49K 598 – –
NA
41
NewEdge Advisors
Louisiana
$3.75K 264 -304 -54%
CFB
42
Cullen/Frost Bankers
Texas
$1.89K 133 – –
Fidelity Investments
43
Fidelity Investments
Massachusetts
$466 33 – –
Citadel Advisors
44
Citadel Advisors
Florida
– – -13,532 Closed
GCIA
45
Gabelli & Co Investment Advisers
New York
– – -11,000 Closed
WCM
46
Wallace Capital Management
Texas
– – -10,159 Closed
IA
47
IFP Advisors
Florida
– – -992 Closed
CFGS
48
Concourse Financial Group Securities
Alabama
– – – –
Simplex Trading
49
Simplex Trading
Illinois
– – – –
FIA
50
FNY Investment Advisers
New York
$0 50 +50 New
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