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Westwood Holdings Group
WHG

Overview Fund Activity

83 hedge funds and large institutions have $293M invested in Westwood Holdings Group in 2015 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 25 reducing their positions, and 7 closing their positions.

Holders
83
Holders Change
+1
Holders Change %
+1.22%
% of All Funds
2.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
34
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$24.4M
2
Ameriprise
2
Ameriprise
Minnesota
$5.95M
3
PAIM
3
Punch & Associates Investment Management
Minnesota
$7.81M
4
HI
4
Hendershot Investments
Virginia
$2.69M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$12.7M

Top Sellers

1
RA
1
Royce & Associates
New York
$40.9M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$0
3
RFC
3
Russell Frank Company
Washington
$1.36M
4
GC
4
Globeflex Capital
California
$0
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$3.36M
Name Market Value Shares Shares
Change 		Shares
Change %
CIA
51
Capital Impact Advisors
Massachusetts
$395K 7,273 – –
GCP
52
GSA Capital Partners
United Kingdom
$390K 7,181 +7,181 New
Barclays
53
Barclays
United Kingdom
$343K 6,348 -3,856 -38%
Goldman Sachs
54
Goldman Sachs
New York
$336K 6,179 +6,179 New
Two Sigma Advisers
55
Two Sigma Advisers
New York
$321K 5,900 -800 -12%
Morgan Stanley
56
Morgan Stanley
New York
$321K 5,902 +3,372 +133%
Invesco
57
Invesco
Georgia
$320K 5,894 -260 -4%
PAM
58
Panagora Asset Management
Massachusetts
$312K 5,747 – –
State Board of Administration of Florida Retirement System
59
State Board of Administration of Florida Retirement System
Florida
$299K 5,500 – –
MLICM
60
Metropolitan Life Insurance Company (MetLife)
New York
$289K 5,310 – –
VOYA Investment Management
61
VOYA Investment Management
Georgia
$285K 5,243 -1,053 -17%
NFA
62
Nationwide Fund Advisors
Ohio
$272K 5,001 – –
SEI Investments
63
SEI Investments
Pennsylvania
$267K 4,914 +4,914 New
American Century Companies
64
American Century Companies
Missouri
$261K 4,800 +4,800 New
AIG
65
American International Group
New York
$246K 4,519 +5 +0.1%
BGIM
66
Brandywine Global Investment Management
Pennsylvania
$136K 2,500 +2,500 New
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$106K 1,940 +1,216 +168%
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$103K 1,900 – –
US Bancorp
69
US Bancorp
Minnesota
$102K 1,875 -18 -1%
BNP Paribas Financial Markets
70
BNP Paribas Financial Markets
France
$93.6K 1,722 +1,081 +169%
Citigroup
71
Citigroup
New York
$76K 1,407 -127 -8%
Envestnet Asset Management
72
Envestnet Asset Management
Illinois
$71K 1,311 +1,311 New
Legal & General Group
73
Legal & General Group
United Kingdom
$70K 1,303 – –
UBS Group
74
UBS Group
Switzerland
$63K 1,150 -5,230 -82%
Teacher Retirement System of Texas
75
Teacher Retirement System of Texas
Texas
$48K 887 +613 +224%
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