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Westwood Holdings Group
WHG

Overview Fund Activity

82 hedge funds and large institutions have $275M invested in Westwood Holdings Group in 2016 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 32 increasing their positions, 28 reducing their positions, and 7 closing their positions.

Holders
82
Holders Change
–
Holders Change %
0%
% of All Funds
2.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
32
Reduced
28
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EA
1
Emerald Acquisition
Washington
$1.64M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$590K
3
JIC
3
Johnson Investment Counsel
Ohio
$559K
4
BFA
4
BlackRock Fund Advisors
California
$10.7M
5
Northern Trust
5
Northern Trust
Illinois
$5.21M

Top Sellers

1
CCA
1
Conestoga Capital Advisors
Pennsylvania
$24.7M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$16.6M
3
KCM
3
Kennedy Capital Management
Missouri
$3.03M
4
MAP
4
Moody Aldrich Partners
Massachusetts
$0
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$2.92M
Name Market Value Shares Shares
Change 		Shares
Change %
Manulife (Manufacturers Life Insurance)
51
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$284K 5,477 -73 -1%
VOYA Investment Management
52
VOYA Investment Management
Georgia
$272K 5,243 – –
Goldman Sachs
53
Goldman Sachs
New York
$269K 5,194 +5,194 New
NFA
54
Nationwide Fund Advisors
Ohio
$264K 5,097 +160 +3%
Two Sigma Advisers
55
Two Sigma Advisers
New York
$249K 4,800 -400 -8%
Barclays
56
Barclays
United Kingdom
$239K 4,604 -2,645 -36%
AIG
57
American International Group
New York
$238K 4,596 +85 +2%
State Board of Administration of Florida Retirement System
58
State Board of Administration of Florida Retirement System
Florida
$217K 4,180 -430 -9%
AllianceBernstein
59
AllianceBernstein
Tennessee
$216K 4,161 +4,161 New
UBS Group
60
UBS Group
Switzerland
$215K 4,158 +14 +0.3%
Truist Financial
61
Truist Financial
North Carolina
$200K 3,865 +3,865 New
Deutsche Bank
62
Deutsche Bank
Germany
$195K 3,789 +107 +3%
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$121K 2,332 -1,317 -36%
Morgan Stanley
64
Morgan Stanley
New York
$114K 2,206 -531 -19%
BG
65
BlackRock Group
United Kingdom
$100K 1,937 – –
US Bancorp
66
US Bancorp
Minnesota
$97K 1,875 – –
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$93K 1,802 +173 +11%
PAM
68
Panagora Asset Management
Massachusetts
$80K 1,544 – –
Envestnet Asset Management
69
Envestnet Asset Management
Illinois
$78K 1,504 -31 -2%
Legal & General Group
70
Legal & General Group
United Kingdom
$68K 1,303 – –
Teacher Retirement System of Texas
71
Teacher Retirement System of Texas
Texas
$54K 1,033 +142 +16%
Citigroup
72
Citigroup
New York
$44K 851 -5,949 -87%
BlackRock
73
BlackRock
New York
$36K 710 +48 +7%
GT
74
Glenmede Trust
Pennsylvania
$33K 650 – –
AIM
75
Acrospire Investment Management
Illinois
$28K 543 -298 -35%
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