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Westwood Holdings Group
WHG

Overview Fund Activity

95 hedge funds and large institutions have $397M invested in Westwood Holdings Group in 2017 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 28 reducing their positions, and 7 closing their positions.

Holders
95
Holders Change
+7
Holders Change %
+7.95%
% of All Funds
2.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
35
Reduced
28
Closed
7
Calls
$470K
Puts
$271K
Net Calls
+$199K
Net Calls Change
+$408K

Top Buyers

1
CCA
1
Conestoga Capital Advisors
Pennsylvania
$48.2M
2
Goldman Sachs
2
Goldman Sachs
New York
$2.65M
3
Bank of America
3
Bank of America
North Carolina
$3.46M
4
MAM
4
Martingale Asset Management
Massachusetts
$2.07M
5
BlackRock
5
BlackRock
New York
$38.8M

Top Sellers

1
WHG
1
Westwood Holdings Group
Texas
$0
2
GI
2
GAMCO Investors
Connecticut
$36.9M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$13.2M
4
HCM
4
Hodges Capital Management
Texas
$0
5
RA
5
Royce & Associates
New York
$26.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
First Trust Advisors
51
First Trust Advisors
Illinois
$474K +$55.2K +834 +13%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$450K +$45.5K +686 +11%
WI
53
WBI Investments
New Jersey
$439K +$439K +6,634 New
Manulife (Manufacturers Life Insurance)
54
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$420K -$2.45K -37 -0.6%
AG
55
Aperio Group
California
$420K +$116K +1,747 +38%
PPA
56
Parametric Portfolio Associates
Washington
$412K +$31.9K +482 +8%
Citadel Advisors
57
Citadel Advisors
Florida
$396K +$396K +5,986 New
AllianceBernstein
58
AllianceBernstein
Tennessee
$384K -$17.5K -264 -4%
VOYA Investment Management
59
VOYA Investment Management
Georgia
$379K – – –
FQ
60
First Quadrant
California
$369K – – –
AIG
61
American International Group
New York
$362K +$1.72K +26 +0.5%
UBS Group
62
UBS Group
Switzerland
$326K -$9.06K -137 -3%
CI
63
Cigna Investments
Connecticut
$322K – – –
Schroder Investment Management Group
64
Schroder Investment Management Group
United Kingdom
$305K -$53K -800 -15%
HHC
65
Hutchin Hill Capital
New York
$285K +$285K +4,300 New
State Board of Administration of Florida Retirement System
66
State Board of Administration of Florida Retirement System
Florida
$277K – – –
SRAM
67
Stone Ridge Asset Management
New York
$275K +$275K +4,147 New
SCA
68
Secor Capital Advisors
New York
$260K +$260K +3,922 New
Principal Financial Group
69
Principal Financial Group
Iowa
$254K +$254K +3,840 New
T. Rowe Price Associates
70
T. Rowe Price Associates
Maryland
$240K – – –
Truist Financial
71
Truist Financial
North Carolina
$233K -$663 -10 -0.3%
US Bancorp
72
US Bancorp
Minnesota
$227K – – –
MIM
73
MetLife Investment Management
New Jersey
$214K +$214K +3,235 New
Balyasny Asset Management
74
Balyasny Asset Management
Illinois
$205K +$205K +3,100 New
MLICM
75
Metropolitan Life Insurance Company (MetLife)
New York
$190K -$146K -2,205 -43%
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