Westwood Holdings Group
WHG
81 hedge funds and large institutions have $329M invested in Westwood Holdings Group in 2014 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 27 reducing their positions, and 8 closing their positions.
4% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 27
4% more capital invested
Capital invested by funds: $317M → $329M (+$11.7M)
0.96% more ownership
Funds ownership: 62.71% → 63.67% (+0.96%)
0% more funds holding
Funds holding: 81 → 81 (0)
0% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCA
Conestoga Capital Advisors
Wayne,
Pennsylvania
|
+$4.72M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$3.49M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$3.15M |
| 4 |
RA
Royce & Associates
New York
|
+$2.03M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$3.05M |
| 2 |
GI
GAMCO Investors
Greenwich,
Connecticut
|
-$1.92M |
| 3 |
Two Sigma Investments
New York
|
-$1.38M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$962K |
| 5 |
IAM
Impax Asset Management
Portsmouth,
New Hampshire
|
-$678K |
WHG Hedge Fund Activity: Q1 2014 in Review
81 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Westwood Holdings Group (WHG) for Q1 2014, worth a combined $329M — up 3.7% from $317M a quarter earlier.
Fund positioning in WHG was balanced in Q1 2014: 8 funds opened new positions, 8 closed out, 28 added to existing stakes and 27 trimmed.
The largest buyer was Conestoga Capital Advisors, adding an estimated $4.72M. The largest seller was Lord, Abbett & Co, cutting an estimated $3.05M.
- 81 institutional investors held Westwood Holdings Group (WHG) as of Q1 2014, unchanged from Q4 2013.
- Funds reported $329M of Westwood Holdings Group stock for Q1 2014, up 3.7% quarter-over-quarter.
- 8 funds opened new Westwood Holdings Group positions in Q1 2014 and 8 closed out, a net change of 0 holders.
- The largest Westwood Holdings Group buyer in Q1 2014 was Conestoga Capital Advisors, an estimated $4.72M added.
- The largest Westwood Holdings Group seller in Q1 2014 was Lord, Abbett & Co, an estimated $3.05M sold.
Based on aggregated 13F filings for Q1 2014.