Westwood Holdings Group
WHG
51 hedge funds and large institutions have $68.3M invested in Westwood Holdings Group in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 9 reducing their positions, and 2 closing their positions.
350% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 2
122% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 9
16% more funds holding
Funds holding: 44 → 51 (+7)
1% more capital invested
Capital invested by funds: $67.8M → $68.3M (+$520K)
0.77% less ownership
Funds ownership: 51.38% → 50.61% (-0.77%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$376K |
| 2 |
AA
Ancora Advisors
Cleveland,
Ohio
|
+$369K |
| 3 |
6CM
683 Capital Management
New York
|
+$341K |
| 4 |
GAMC
Garner Asset Management Corp
Plano,
Texas
|
+$222K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$200K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Acuitas Investments
Seattle,
Washington
|
-$2.25M |
| 2 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$1.99M |
| 3 |
Russell Investments Group
London,
United Kingdom
|
-$1.37M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$449K |
| 5 |
GF
Gabelli Funds
Rye,
New York
|
-$207K |
WHG Hedge Fund Activity: Q4 2024 in Review
51 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Westwood Holdings Group (WHG) for Q4 2024, worth a combined $68.3M — up 0.77% from $67.8M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new WHG positions and 2 closed out — a net gain of 7 holders — while 20 added to existing stakes and 9 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $376K. The largest seller was Acuitas Investments, exiting entirely with an estimated $2.25M sold.
- 51 institutional investors held Westwood Holdings Group (WHG) as of Q4 2024, up from 44 in Q3 2024.
- Funds reported $68.3M of Westwood Holdings Group stock for Q4 2024, up 0.77% quarter-over-quarter.
- 9 funds opened new Westwood Holdings Group positions in Q4 2024 and 2 closed out, a net change of +7 holders.
- The largest Westwood Holdings Group buyer in Q4 2024 was Susquehanna International Group, an estimated $376K added.
- The largest Westwood Holdings Group seller in Q4 2024 was Acuitas Investments, an estimated $2.25M sold.
Based on aggregated 13F filings for Q4 2024.