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Westwood Holdings Group
WHG

Overview Fund Activity

67 hedge funds and large institutions have $88.1M invested in Westwood Holdings Group in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 26 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
-6
Holders Change %
-8.22%
% of All Funds
1.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
23
Reduced
26
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Assenagon Asset Management
1
Assenagon Asset Management
Luxembourg
$365K
2
Jacobs Levy Equity Management
2
Jacobs Levy Equity Management
New Jersey
$334K
3
Bank of America
3
Bank of America
North Carolina
$1.02M
4
Hotchkis & Wiley Capital Management
4
Hotchkis & Wiley Capital Management
California
$3.11M
5
DCM
5
Dupont Capital Management
Delaware
$310K

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$482K
2
NSIM
2
North Star Investment Management
Illinois
$58K
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$589K
4
WHG
4
Westwood Holdings Group
Texas
$0
5
RA
5
Royce & Associates
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$98K +$4.9K +310 +5%
AIG
52
American International Group
New York
$75K +$16 +1 +0%
Morgan Stanley
53
Morgan Stanley
New York
$71K -$92.4K -5,808 -57%
Barclays
54
Barclays
United Kingdom
$70K +$27.9K +1,772 +66%
NSIM
55
North Star Investment Management
Illinois
$58K -$1.29M -82,116 -96%
Deutsche Bank
56
Deutsche Bank
Germany
$57K +$17K +1,080 +43%
Legal & General Group
57
Legal & General Group
United Kingdom
$29K -$5.21K -328 -15%
Citigroup
58
Citigroup
New York
$18K -$20.5K -1,306 -53%
CCM
59
Copeland Capital Management
Pennsylvania
$14K – – –
AIP
60
Ameritas Investment Partners
Nebraska
$9K – – –
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$9K +$9K +705 New
CWM
62
Campbell Wealth Management
Virginia
$8K +$8K +500 New
BNP Paribas Financial Markets
63
BNP Paribas Financial Markets
France
$7.32K -$32.1K -2,041 -81%
Fidelity Investments
64
Fidelity Investments
Massachusetts
$7K +$1.62K +102 +30%
BCA
65
Berman Capital Advisors
Georgia
$3K – – –
WHG
66
Westwood Holdings Group
Texas
– -$1.1M -60,323 Closed
RA
67
Royce & Associates
New York
– -$711K -38,850 Closed
Barrow, Hanley, Mewhinney & Strauss
68
Barrow, Hanley, Mewhinney & Strauss
Texas
– -$335K -18,325 Closed
Swiss National Bank
69
Swiss National Bank
Switzerland
– -$265K -14,493 Closed
GCP
70
GSA Capital Partners
United Kingdom
– -$225K -12,269 Closed
Squarepoint
71
Squarepoint
New York
– -$197K -10,756 Closed
Russell Investments Group
72
Russell Investments Group
United Kingdom
– -$64K -3,508 Closed
Victory Capital Management
73
Victory Capital Management
Texas
– -$52K -2,872 Closed
Zurich Cantonal Bank
74
Zurich Cantonal Bank
Switzerland
– -$38K -2,053 Closed
Canada Life
75
Canada Life
Manitoba, Canada
– -$25K -1,370 Closed
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