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Westwood Holdings Group
WHG

68 hedge funds and large institutions have $214M invested in Westwood Holdings Group in 2013 Q2 according to their latest regulatory filings, with 68 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

61.4% more ownership

Funds ownership: 0% → 61.4% (+61%)

Holders
68
Holders Change
+68
Holders Change %
–
% of All Funds
2.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
68
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
NPIT
51
National Penn Investors Trust
Pennsylvania
$235K +$236K +5,465 New
Manulife (Manufacturers Life Insurance)
52
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$223K +$224K +5,192 New
NFA
53
Nationwide Fund Advisors
Ohio
$220K +$221K +5,123 New
T. Rowe Price Associates
54
T. Rowe Price Associates
Maryland
$219K +$220K +5,100 New
AIG
55
American International Group
New York
$196K +$198K +4,578 New
BA
56
BlackRock Advisors
Delaware
$186K +$187K +4,326 New
Deutsche Bank
57
Deutsche Bank
Germany
$179K +$181K +4,194 New
Toronto Dominion Bank
58
Toronto Dominion Bank
Ontario, Canada
$118K +$119K +2,744 New
AAM
59
Advisors Asset Management
Colorado
$99K +$100K +2,317 New
GT
60
Glenmede Trust
Pennsylvania
$39K +$40K +925 New
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$31K +$31.7K +733 New
U
62
UBS
Switzerland
$25K +$25.5K +590 New
Barclays
63
Barclays
United Kingdom
$16K +$15.7K +363 New
Schroder Investment Management Group
64
Schroder Investment Management Group
United Kingdom
$12.9K +$13K +300 New
BlackRock
65
BlackRock
New York
$10K +$10.4K +241 New
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$6K +$6.53K +151 New
Citigroup
67
Citigroup
New York
$1K +$1.08K +25 New
GC
68
Globeflex Capital
California
$1K +$1.38K +32 New
1 2
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WHG Hedge Fund Activity: Q2 2013 in Review

68 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Westwood Holdings Group (WHG) for Q2 2013, worth a combined $214M.

Buyers outnumbered sellers: 68 funds opened new WHG positions and 0 closed out — a net gain of 68 holders — while 0 added to existing stakes and 0 trimmed.

  • 68 institutional investors held Westwood Holdings Group (WHG) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $214M of Westwood Holdings Group stock for Q2 2013.
  • 68 funds opened new Westwood Holdings Group positions in Q2 2013 and 0 closed out, a net change of +68 holders.

Based on aggregated 13F filings for Q2 2013.