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Westwood Holdings Group
WHG

Overview Fund Activity

86 hedge funds and large institutions have $313M invested in Westwood Holdings Group in 2018 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 33 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
-7
Holders Change %
-7.53%
% of All Funds
1.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
33
Reduced
26
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$1.76M
2
Renaissance Technologies
Renaissance Technologies
New York
+$1.4M
3
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$1.38M
4
Citadel Advisors
Citadel Advisors
Florida
+$934K
5
NSIM
North Star Investment Management
Illinois
+$797K

Top Sellers

1
CCA
Conestoga Capital Advisors
Pennsylvania
-$5.05M
2
RA
Royce & Associates
New York
-$1.57M
3
BIM
Bridges Investment Management
Nebraska
-$1.56M
4
Deutsche Bank
Deutsche Bank
Germany
-$1.23M
5
AA
ALPS Advisors
Colorado
-$620K
Name Holding Trade Value Shares
Change 		Shares
Change %
Comerica Bank
51
Comerica Bank
Texas
$496K -$208K -4,668 -30%
New York State Common Retirement Fund
52
New York State Common Retirement Fund
New York
$481K – – –
Russell Investments Group
53
Russell Investments Group
United Kingdom
$412K +$38.1K +736 +10%
CCM
54
Copeland Capital Management
Pennsylvania
$382K -$85.3K -1,649 -18%
RhumbLine Advisers
55
RhumbLine Advisers
Massachusetts
$375K -$34.3K -662 -8%
AllianceBernstein
56
AllianceBernstein
Tennessee
$372K +$20.7K +400 +6%
AQR Capital Management
57
AQR Capital Management
Connecticut
$351K +$351K +6,793 New
CS
58
Credit Suisse
Switzerland
$313K -$115K -2,232 -27%
OCG
59
Opus Capital Group
Ohio
$291K +$291K +5,608 New
AIG
60
American International Group
New York
$284K +$5.12K +99 +2%
Two Sigma Investments
61
Two Sigma Investments
New York
$277K +$2.27K +44 +0.8%
AG
62
Aperio Group
California
$265K +$259 +5 +0.1%
D.E. Shaw & Co
63
D.E. Shaw & Co
New York
$256K +$256K +4,950 New
VOYA Investment Management
64
VOYA Investment Management
Georgia
$252K – – –
NWP
65
Northstar Wealth Partners
Connecticut
$239K – – –
SRAM
66
Stone Ridge Asset Management
New York
$230K +$15.5K +300 +7%
State Board of Administration of Florida Retirement System
67
State Board of Administration of Florida Retirement System
Florida
$216K – – –
Barclays
68
Barclays
United Kingdom
$199K +$165K +3,204 +494%
MIM
69
MetLife Investment Management
New Jersey
$167K – – –
MLICM
70
Metropolitan Life Insurance Company (MetLife)
New York
$149K – – –
UBS Group
71
UBS Group
Switzerland
$146K +$28.5K +552 +24%
Schroder Investment Management Group
72
Schroder Investment Management Group
United Kingdom
$140K -$83K -1,600 -37%
Citigroup
73
Citigroup
New York
$112K +$56.5K +1,089 +102%
Canada Life
74
Canada Life
Manitoba, Canada
$99K -$104 -2 -0.1%
Legal & General Group
75
Legal & General Group
United Kingdom
$66K – – –
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