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Westwood Holdings Group
WHG

Overview Fund Activity

86 hedge funds and large institutions have $279M invested in Westwood Holdings Group in 2015 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 36 increasing their positions, 24 reducing their positions, and 5 closing their positions.

Holders
86
Holders Change
+3
Holders Change %
+3.61%
% of All Funds
2.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
36
Reduced
24
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$25M
2
FAM
2
Fenimore Asset Management
New York
$4.97M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$10.1M
4
Ameriprise
4
Ameriprise
Minnesota
$6.59M
5
Morgan Stanley
5
Morgan Stanley
New York
$998K

Top Sellers

1
HCM
1
Hilton Capital Management
New York
$238K
2
CCA
2
Conestoga Capital Advisors
Pennsylvania
$23.7M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$21.5M
4
RA
4
Royce & Associates
New York
$37.3M
5
IPC
5
Independent Portfolio Consultants
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JSAM
51
J. Safra Asset Management
New York
$322K 6,189 +6,189 New
Two Sigma Advisers
52
Two Sigma Advisers
New York
$313K 6,000 +100 +2%
Invesco
53
Invesco
Georgia
$310K 5,958 +64 +1%
CS
54
Credit Suisse
Switzerland
$310K 5,963 +5,963 New
State Board of Administration of Florida Retirement System
55
State Board of Administration of Florida Retirement System
Florida
$286K 5,500 – –
MLICM
56
Metropolitan Life Insurance Company (MetLife)
New York
$277K 5,310 – –
VOYA Investment Management
57
VOYA Investment Management
Georgia
$273K 5,243 – –
NFA
58
Nationwide Fund Advisors
Ohio
$268K 5,143 +142 +3%
SLG
59
Stanley-Laman Group
Pennsylvania
$248K 4,763 -2,789 -37%
HCM
60
Hilton Capital Management
New York
$238K 4,575 -76,883 -94%
Deutsche Bank
61
Deutsche Bank
Germany
$237K 4,588 -8,140 -64%
AIG
62
American International Group
New York
$235K 4,511 -8 -0.2%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$205K 3,943 +2,003 +103%
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$190K 3,649 +1,749 +92%
Citadel Advisors
65
Citadel Advisors
Florida
$188K 3,605 -4,875 -57%
Citigroup
66
Citigroup
New York
$145K 2,794 +1,387 +99%
BGIM
67
Brandywine Global Investment Management
Pennsylvania
$141K 2,700 +200 +8%
SG Americas Securities
68
SG Americas Securities
New York
$118K 2,262 +2,262 New
UBS Group
69
UBS Group
Switzerland
$106K 2,035 +885 +77%
US Bancorp
70
US Bancorp
Minnesota
$98K 1,875 – –
PAM
71
Panagora Asset Management
Massachusetts
$80K 1,544 -4,203 -73%
BNP Paribas Financial Markets
72
BNP Paribas Financial Markets
France
$79.6K 1,528 -194 -11%
Envestnet Asset Management
73
Envestnet Asset Management
Illinois
$76K 1,452 +141 +11%
Legal & General Group
74
Legal & General Group
United Kingdom
$68K 1,303 – –
TRCT
75
Tower Research Capital (TRC)
New York
$51K 984 +984 New
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