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Westwood Holdings Group
WHG

Overview Fund Activity

55 hedge funds and large institutions have $73.5M invested in Westwood Holdings Group in 2021 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 21 increasing their positions, 21 reducing their positions, and 11 closing their positions.

Holders
55
Holders Change
-8
Holders Change %
-12.7%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
3
Increased
21
Reduced
21
Closed
11
Calls
$2K
Puts
$1.05M
Net Calls
-$1.05M
Net Calls Change
+$431K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.67M
2
NSIM
2
North Star Investment Management
Illinois
$644K
3
GF
3
Gabelli Funds
New York
$890K
4
BCM
4
Bridgeway Capital Management
Texas
$892K
5
Two Sigma Investments
5
Two Sigma Investments
New York
$216K

Top Sellers

1
OP
1
Osmium Partners
California
$0
2
DRZID
2
DePrince Race & Zollo Inc (DRZ)
Florida
$3.77M
3
GI
3
GAMCO Investors
Connecticut
$7.41M
4
Stifel Financial
4
Stifel Financial
Missouri
$0
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WCM
51
Wealthcare Capital Management
Virginia
$3K 178 +178 New
Fidelity Investments
52
Fidelity Investments
Massachusetts
$2K 155 – –
Osaic Holdings
53
Osaic Holdings
Arizona
$1K 62 – –
AIG
54
American International Group
New York
$65 4,485 +11 +0.2%
OP
55
Osmium Partners
California
– – -192,391 Closed
Stifel Financial
56
Stifel Financial
Missouri
– – -32,272 Closed
Jacobs Levy Equity Management
57
Jacobs Levy Equity Management
New Jersey
– – -30,892 Closed
GCP
58
GSA Capital Partners
United Kingdom
– – -26,019 Closed
Invesco
59
Invesco
Georgia
– – -22,075 Closed
Squarepoint
60
Squarepoint
New York
– – -13,275 Closed
AllianceBernstein
61
AllianceBernstein
Tennessee
– – -12,197 Closed
PWPS
62
Pinnacle Wealth Planning Services
Ohio
– – -1,068 Closed
Group One Trading
63
Group One Trading
Illinois
– – -1,000 Closed
CCM
64
Copeland Capital Management
Pennsylvania
– – -920 Closed
RPWA
65
Regent Peak Wealth Advisors
Georgia
– – -28 Closed
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$0 22 – –
IA
67
IFP Advisors
Florida
– – – –
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
– – – –
CFGS
69
Concourse Financial Group Securities
Alabama
– – – –
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