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Westwood Holdings Group
WHG

Overview Fund Activity

73 hedge funds and large institutions have $112M invested in Westwood Holdings Group in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
-5
Holders Change %
-6.41%
% of All Funds
1.61%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
21
Reduced
33
Closed
12
Calls
$9K
Puts
$18K
Net Calls
-$9K
Net Calls Change
-$9K

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$3.72M
2
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$3.71M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$1.86M
4
WHG
Westwood Holdings Group
Texas
+$1.1M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$392K

Top Sellers

1
ProShare Advisors
ProShare Advisors
Maryland
-$12.5M
2
OAM
Oxford Asset Management
United Kingdom
-$1.34M
3
Renaissance Technologies
Renaissance Technologies
New York
-$749K
4
Bank of America
Bank of America
North Carolina
-$690K
5
PAM
Panagora Asset Management
Massachusetts
-$673K
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
51
UBS Group
Switzerland
$165K -$126K -6,867 -43%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$107K -$22.9K -1,260 -18%
AIG
53
American International Group
New York
$87K -$5.03K -276 -5%
Russell Investments Group
54
Russell Investments Group
United Kingdom
$64K -$104K -5,688 -62%
Victory Capital Management
55
Victory Capital Management
Texas
$52K -$10.9K -600 -17%
Barclays
56
Barclays
United Kingdom
$49K -$119K -6,492 -71%
Deutsche Bank
57
Deutsche Bank
Germany
$47K -$45.7K -2,472 -49%
BNP Paribas Financial Markets
58
BNP Paribas Financial Markets
France
$45.9K +$9.63K +526 +27%
Citigroup
59
Citigroup
New York
$45K +$14.6K +795 +48%
Legal & General Group
60
Legal & General Group
United Kingdom
$40K -$3.83K -206 -9%
Zurich Cantonal Bank
61
Zurich Cantonal Bank
Switzerland
$38K – – –
Canada Life
62
Canada Life
Manitoba, Canada
$25K -$55 -3 -0.2%
CCM
63
Copeland Capital Management
Pennsylvania
$17K -$7.39K -400 -30%
CYG
64
Clean Yield Group
Vermont
$13K +$13K +700 New
AIP
65
Ameritas Investment Partners
Nebraska
$11K – – –
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$9K – – –
TRCT
67
Tower Research Capital (TRC)
New York
$7K +$7K +358 New
Fidelity Investments
68
Fidelity Investments
Massachusetts
$6K -$619 -35 -9%
BCA
69
Berman Capital Advisors
Georgia
$4K +$2.7K +150 +208%
Osaic Holdings
70
Osaic Holdings
Arizona
$4K +$4K +208 New
BBHC
71
Brown Brothers Harriman & Co
New York
$1K +$1K +63 New
ProShare Advisors
72
ProShare Advisors
Maryland
– -$12.5M -420,832 Closed
OAM
73
Oxford Asset Management
United Kingdom
– -$1.34M -45,266 Closed
SRAM
74
Stone Ridge Asset Management
New York
– -$405K -13,682 Closed
MIM
75
MetLife Investment Management
New Jersey
– -$95.8K -3,235 Closed
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