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Westwood Holdings Group
WHG

Overview Fund Trends Analyst Outlook Journalist POV

64 hedge funds and large institutions have $60.8M invested in Westwood Holdings Group in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 23 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership: →

less funds holding

Funds holding: →

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less first-time investments, than exits

New positions opened: | Existing positions closed:

31% less capital invested

Capital invested by funds: $88.1M → $60.8M (-$27.3M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $236K

Holders
64
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
$236K
Net Calls
Net Calls Change

Top Buyers

1
+$746K
2
+$704K
3
+$667K
4
BCM
Bridgeway Capital Management
Texas
+$620K
5
GI
GAMCO Investors
Connecticut
+$455K

Top Sellers

1
-$3.11M
2
-$941K
3
-$813K
4
Bessemer Group
Bessemer Group
New Jersey
-$517K
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$504K
Name Holding Trade Value Shares
Change 		Change in
Stake
51
$21.9K
52
$16K
53
$11K
54
$10K
55
$9K
56
$8K
57
$7K
58
$2K
59
$2K
60
$1K
61
–
62
–
63
–
64
–
65
–
66
–
67
–
68
–
69
–
70
–
71
–
72
–
73
–
74
–
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3