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Westwood Holdings Group
WHG

Overview Fund Activity

83 hedge funds and large institutions have $330M invested in Westwood Holdings Group in 2016 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 37 increasing their positions, 23 reducing their positions, and 5 closing their positions.

Holders
83
Holders Change
+5
Holders Change %
+6.41%
% of All Funds
2.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
37
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DRZID
1
DePrince Race & Zollo Inc (DRZ)
Florida
$5.45M
2
Wells Fargo
2
Wells Fargo
California
$35.5M
3
BFA
3
BlackRock Fund Advisors
California
$15.5M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$15.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$1.62M

Top Sellers

1
KCM
1
Kennedy Capital Management
Missouri
$0
2
RA
2
Royce & Associates
New York
$31M
3
GIP
3
Granite Investment Partners
California
$0
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$567K
5
GIM
5
Greenwich Investment Management
Connecticut
$1.34M
Name Market Value Shares Shares
Change 		Shares
Change %
PPA
51
Parametric Portfolio Associates
Washington
$445K 7,414 -2,554 -26%
Invesco
52
Invesco
Georgia
$444K 7,405 -45 -0.6%
Manulife (Manufacturers Life Insurance)
53
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$339K 5,653 +139 +3%
UBS Group
54
UBS Group
Switzerland
$324K 5,403 +1,276 +31%
VOYA Investment Management
55
VOYA Investment Management
Georgia
$315K 5,243 – –
NFA
56
Nationwide Fund Advisors
Ohio
$306K 5,097 – –
MLICM
57
Metropolitan Life Insurance Company (MetLife)
New York
$305K 5,078 -1,706 -25%
AllianceBernstein
58
AllianceBernstein
Tennessee
$292K 4,861 – –
Two Sigma Advisers
59
Two Sigma Advisers
New York
$282K 4,700 -1,100 -19%
AIG
60
American International Group
New York
$275K 4,590 -13 -0.3%
BA
61
BlackRock Advisors
Delaware
$275K 4,589 +185 +4%
State Board of Administration of Florida Retirement System
62
State Board of Administration of Florida Retirement System
Florida
$251K 4,180 – –
Truist Financial
63
Truist Financial
North Carolina
$236K 3,940 +135 +4%
TC
64
TFS Capital
Pennsylvania
$226K 3,769 +3,769 New
AG
65
Aperio Group
California
$226K 3,782 +3,782 New
Millennium Management
66
Millennium Management
New York
$225K 3,743 +3,743 New
T. Rowe Price Associates
67
T. Rowe Price Associates
Maryland
$217K 3,620 +3,620 New
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$208K 3,458 +1,096 +46%
US Bancorp
69
US Bancorp
Minnesota
$206K 3,435 +1,560 +83%
VKH
70
Virtu KCG Holdings
New York
$201K 3,350 +3,350 New
BG
71
BlackRock Group
United Kingdom
$187K 3,120 +336 +12%
PAM
72
Panagora Asset Management
Massachusetts
$166K 2,768 -3,031 -52%
Legal & General Group
73
Legal & General Group
United Kingdom
$116K 1,924 +621 +48%
Envestnet Asset Management
74
Envestnet Asset Management
Illinois
$112K 1,868 +70 +4%
Canada Life
75
Canada Life
Manitoba, Canada
$105K 1,739 – –
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3
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