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Westwood Holdings Group
WHG

Overview Fund Activity

53 hedge funds and large institutions have $96.2M invested in Westwood Holdings Group in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 10 increasing their positions, 23 reducing their positions, and 14 closing their positions.

Holders
53
Holders Change
-2
Holders Change %
-3.64%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
10
Reduced
23
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AA
1
Ancora Advisors
Ohio
$3.02M
2
Luther King Capital Management (LKCM)
2
Luther King Capital Management (LKCM)
Texas
$5.17M
3
Russell Investments Group
3
Russell Investments Group
United Kingdom
$2.06M
4
Millennium Management
4
Millennium Management
New York
$1.97M
5
DRZID
5
DePrince Race & Zollo Inc (DRZ)
Florida
$7.09M

Top Sellers

1
BlackRock
1
BlackRock
New York
$4.5M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$7.37M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$13M
4
State Street
4
State Street
Massachusetts
$785K
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
51
Osaic Holdings
Arizona
$1K 62 – –
EBA
52
Eagle Bay Advisors
New York
$1K 35 +35 New
Wellington Management Group
53
Wellington Management Group
Massachusetts
– – -115,729 Closed
Nuveen Asset Management
54
Nuveen Asset Management
Illinois
– – -36,385 Closed
Bank of New York Mellon
55
Bank of New York Mellon
New York
– – -33,954 Closed
Charles Schwab
56
Charles Schwab
California
– – -19,945 Closed
California Public Employees Retirement System
57
California Public Employees Retirement System
California
– – -15,800 Closed
PAM
58
Panagora Asset Management
Massachusetts
– – -14,131 Closed
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
– – -13,714 Closed
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
– – -11,777 Closed
Deutsche Bank
61
Deutsche Bank
Germany
– – -5,131 Closed
AIG
62
American International Group
New York
– – -4,485 Closed
Legal & General Group
63
Legal & General Group
United Kingdom
– – -692 Closed
AIP
64
Ameritas Investment Partners
Nebraska
– – -603 Closed
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
– – -331 Closed
WCM
66
Wealthcare Capital Management
Virginia
– – -178 Closed
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$0 22 – –
IA
68
IFP Advisors
Florida
– – – –
CFGS
69
Concourse Financial Group Securities
Alabama
– – – –
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