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Westwood Holdings Group
WHG

Overview Fund Activity

75 hedge funds and large institutions have $297M invested in Westwood Holdings Group in 2017 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
-8
Holders Change %
-9.64%
% of All Funds
1.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
27
Reduced
27
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$30M
2
Wells Fargo
2
Wells Fargo
California
$33.6M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$15.1M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$16.8M
5
HCM
5
Hodges Capital Management
Texas
$2.7M

Top Sellers

1
RA
1
Royce & Associates
New York
$23.6M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$13.3M
3
GIM
3
Greenwich Investment Management
Connecticut
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$788K
Name Holding Trade Value Shares
Change 		Shares
Change %
AIG
51
American International Group
New York
$263K +$17.4K +326 +7%
PPA
52
Parametric Portfolio Associates
Washington
$247K -$149K -2,785 -38%
Two Sigma Advisers
53
Two Sigma Advisers
New York
$246K -$5.35K -100 -2%
NFA
54
Nationwide Fund Advisors
Ohio
$243K -$29.8K -556 -11%
DTL
55
Dynamic Technology Lab
Singapore
$241K +$241K +4,515 New
AllianceBernstein
56
AllianceBernstein
Tennessee
$238K -$21.3K -400 -8%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$226K +$41.3K +774 +22%
Schroder Investment Management Group
58
Schroder Investment Management Group
United Kingdom
$225K -$270K -5,151 -55%
State Board of Administration of Florida Retirement System
59
State Board of Administration of Florida Retirement System
Florida
$223K – – –
US Bancorp
60
US Bancorp
Minnesota
$183K – – –
Russell Investments Group
61
Russell Investments Group
United Kingdom
$171K -$612K -11,462 -78%
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$122K +$22.1K +413 +22%
Legal & General Group
63
Legal & General Group
United Kingdom
$100K -$1.48K -28 -1%
Canada Life
64
Canada Life
Manitoba, Canada
$93K – – –
GT
65
Glenmede Trust
Pennsylvania
$37K – – –
AIP
66
Ameritas Investment Partners
Nebraska
$32K +$32K +603 New
Creative Planning
67
Creative Planning
Kansas
$27K +$27K +500 New
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$26K – – –
AIM
69
Acrospire Investment Management
Illinois
$23K +$23K +426 New
Citigroup
70
Citigroup
New York
$15K -$441K -8,263 -97%
IWM
71
IHT Wealth Management
Illinois
$10K +$108 +2 +1%
Barclays
72
Barclays
United Kingdom
$8K +$2.23K +41 +39%
BNP Paribas Financial Markets
73
BNP Paribas Financial Markets
France
$1.39K -$22.1K -413 -94%
Loomis, Sayles & Company
74
Loomis, Sayles & Company
Massachusetts
$1K – – –
MAM
75
Meeder Asset Management
Ohio
$1K +$1K +12 New
1 2
3
4