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Westwood Holdings Group
WHG

Overview Fund Activity

82 hedge funds and large institutions have $321M invested in Westwood Holdings Group in 2015 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 46 increasing their positions, 19 reducing their positions, and 3 closing their positions.

Holders
82
Holders Change
-1
Holders Change %
-1.2%
% of All Funds
2.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
46
Reduced
19
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$22.9M
2
KCM
2
Kennedy Capital Management
Missouri
$3.79M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$26.7M
4
GIM
4
Greenwich Investment Management
Connecticut
$2.92M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$9.7M

Top Sellers

1
ZIG
1
Zuckerman Investment Group
Illinois
$3.52M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$13.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$795K
4
CCA
4
Conestoga Capital Advisors
Pennsylvania
$31M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$1.71M
Name Market Value Shares Shares
Change 		Shares
Change %
ACM
51
Ativo Capital Management
Illinois
$498K 8,261 – –
IPC
52
Independent Portfolio Consultants
Florida
$477K 7,911 +190 +2%
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$476K 7,891 +1,425 +22%
CIA
54
Capital Impact Advisors
Massachusetts
$439K 7,273 +4,520 +164%
VOYA Investment Management
55
VOYA Investment Management
Georgia
$380K 6,296 – –
Swiss National Bank
56
Swiss National Bank
Switzerland
$362K 6,000 – –
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$361K 5,983 +229 +4%
MLICM
58
Metropolitan Life Insurance Company (MetLife)
New York
$337K 5,596 – –
State Board of Administration of Florida Retirement System
59
State Board of Administration of Florida Retirement System
Florida
$332K 5,500 – –
Two Sigma Advisers
60
Two Sigma Advisers
New York
$326K 5,400 +700 +15%
NFA
61
Nationwide Fund Advisors
Ohio
$325K 5,390 -152 -3%
Invesco
62
Invesco
Georgia
$314K 5,206 -312 -6%
PAM
63
Panagora Asset Management
Massachusetts
$301K 4,992 -818 -14%
AIG
64
American International Group
New York
$278K 4,606 – –
Goldman Sachs
65
Goldman Sachs
New York
$266K 4,407 +4,407 New
First Trust Advisors
66
First Trust Advisors
Illinois
$231K 3,834 +43 +1%
T. Rowe Price Associates
67
T. Rowe Price Associates
Maryland
$217K 3,600 – –
AllianceBernstein
68
AllianceBernstein
Tennessee
$191K 3,161 +800 +34%
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$139K 2,290 -7 -0.3%
US Bancorp
70
US Bancorp
Minnesota
$113K 1,875 – –
Citigroup
71
Citigroup
New York
$89K 1,472 +215 +17%
Legal & General Group
72
Legal & General Group
United Kingdom
$79K 1,303 +339 +35%
BJ
73
BlackRock Japan
Japan
$75K 1,250 +249 +25%
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$69K 1,150 -363 -24%
TRCT
75
Tower Research Capital (TRC)
New York
$36K 600 +110 +22%
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