WHG icon

Westwood Holdings Group
WHG

Overview Fund Activity

63 hedge funds and large institutions have $79.8M invested in Westwood Holdings Group in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 26 reducing their positions, and 7 closing their positions.

Holders
63
Holders Change
-1
Holders Change %
-1.56%
% of All Funds
1.12%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
7
Increased
22
Reduced
26
Closed
7
Calls
$1K
Puts
$1.48M
Net Calls
-$1.48M
Net Calls Change
-$1.25M

Top Buyers

1
OP
1
Osmium Partners
California
$2.79M
2
Luther King Capital Management (LKCM)
2
Luther King Capital Management (LKCM)
Texas
$1.63M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$482K
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$416K
5
BlackRock
5
BlackRock
New York
$10.6M

Top Sellers

1
PGCM
1
Prescott Group Capital Management
Oklahoma
$0
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$4.33M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$7.46M
4
PPA
4
Parametric Portfolio Associates
Washington
$592K
5
Grantham, Mayo, Van Otterloo & Co (GMO)
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$528K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$29K 2,060 +1,296 +170%
NSIM
52
North Star Investment Management
Illinois
$25K 1,720 -1,400 -45%
Citigroup
53
Citigroup
New York
$24K 1,669 +951 +132%
Legal & General Group
54
Legal & General Group
United Kingdom
$21K 1,452 – –
Group One Trading
55
Group One Trading
Illinois
$15K 1,000 – –
PWPS
56
Pinnacle Wealth Planning Services
Ohio
$15K 1,068 +1,068 New
CCM
57
Copeland Capital Management
Pennsylvania
$13K 920 – –
AIP
58
Ameritas Investment Partners
Nebraska
$9K 603 – –
Fidelity Investments
59
Fidelity Investments
Massachusetts
$2K 155 – –
Osaic Holdings
60
Osaic Holdings
Arizona
$1K 62 +42 +210%
AIG
61
American International Group
New York
$65 4,474 -197 -4%
PGCM
62
Prescott Group Capital Management
Oklahoma
– – -63,172 Closed
Citadel Advisors
63
Citadel Advisors
Florida
– – -28,498 Closed
WG
64
Winton Group
United Kingdom
– – -20,363 Closed
Los Angeles Capital Management
65
Los Angeles Capital Management
California
– – -13,541 Closed
BCA
66
Berman Capital Advisors
Georgia
– – -222 Closed
QCG
67
Quadrant Capital Group
Ohio
– – -22 Closed
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
– – -7 Closed
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
– – – –
CFGS
70
Concourse Financial Group Securities
Alabama
– – – –
IA
71
IFP Advisors
Florida
– – – –
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$0 22 – –
RPWA
73
Regent Peak Wealth Advisors
Georgia
$0 28 +28 New
1 2
3