WHG icon

Westwood Holdings Group
WHG

Overview Fund Activity

51 hedge funds and large institutions have $68.3M invested in Westwood Holdings Group in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 9 reducing their positions, and 2 closing their positions.

Holders
51
Holders Change
+7
Holders Change %
+15.91%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
20
Reduced
9
Closed
2
Calls
$23K
Puts
–
Net Calls
+$23K
Net Calls Change
+$23K

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$682K
2
AA
2
Ancora Advisors
Ohio
$348K
3
6CM
3
683 Capital Management
New York
$322K
4
GAMC
4
Garner Asset Management Corp
Texas
$2.01M
5
Citadel Advisors
5
Citadel Advisors
Florida
$189K

Top Sellers

1
AI
1
Acuitas Investments
Washington
$0
2
DRZID
2
DePrince Race & Zollo Inc (DRZ)
Florida
$4.76M
3
Russell Investments Group
3
Russell Investments Group
United Kingdom
$2.77M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$5.44M
5
GF
5
Gabelli Funds
New York
$1.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
26
Ancora Advisors
Ohio
$348K +$348K +24,012 New
6CM
27
683 Capital Management
New York
$322K +$322K +22,178 New
AWA
28
Arete Wealth Advisors
Illinois
$299K -$1.01K -69 -0.3%
Qube Research & Technologies (QRT)
29
Qube Research & Technologies (QRT)
United Kingdom
$282K +$124K +8,575 +79%
PCG
30
Prosperity Consulting Group
Maryland
$275K -$10.4K -717 -4%
Connor, Clark & Lunn Investment Management (CC&L)
31
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$213K +$6.65K +458 +3%
SEI Investments
32
SEI Investments
Pennsylvania
$205K +$1.99K +137 +1%
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$204K -$11.5K -792 -5%
T. Rowe Price Associates
34
T. Rowe Price Associates
Maryland
$192K – – –
Citadel Advisors
35
Citadel Advisors
Florida
$189K +$189K +13,048 New
GCIA
36
Gabelli & Co Investment Advisers
New York
$160K +$160K +11,000 New
Cerity Partners
37
Cerity Partners
New York
$151K – – –
Millennium Management
38
Millennium Management
New York
$146K +$146K +10,086 New
Morgan Stanley
39
Morgan Stanley
New York
$135K +$7.21K +497 +6%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$106K – – –
Citigroup
41
Citigroup
New York
$103K +$103K +7,113 New
Barclays
42
Barclays
United Kingdom
$44K +$28.3K +1,966 +181%
Wells Fargo
43
Wells Fargo
California
$20.5K +$609 +42 +3%
Osaic Holdings
44
Osaic Holdings
Arizona
$18.3K -$2.61K -180 -13%
UBS Group
45
UBS Group
Switzerland
$15.8K – – –
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$8.68K – – –
TRCT
47
Tower Research Capital (TRC)
New York
$4.73K +$4.73K +326 New
NA
48
NewEdge Advisors
Louisiana
$4.6K +$768 +53 +20%
CFB
49
Cullen/Frost Bankers
Texas
$1.93K – – –
Fidelity Investments
50
Fidelity Investments
Massachusetts
$476 – – –
1
2
3