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Westwood Holdings Group
WHG

Overview Fund Activity

81 hedge funds and large institutions have $329M invested in Westwood Holdings Group in 2014 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
–
Holders Change %
0%
% of All Funds
2.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
28
Reduced
27
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCA
1
Conestoga Capital Advisors
Pennsylvania
$34.6M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$14M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$17.7M
4
RA
4
Royce & Associates
New York
$48.7M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$12.3M

Top Sellers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$3.05M
2
GI
2
GAMCO Investors
Connecticut
$41.7M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$822K
5
IAM
5
Impax Asset Management
New Hampshire
$221K
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
76
Royal Bank of Canada
Ontario, Canada
$9K – – –
GC
77
Globeflex Capital
California
$3K – – –
OSAM
78
O'Shaughnessy Asset Management
Connecticut
$3K +$3K +45 New
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$2K +$2K +26 New
BNP Paribas Financial Markets
80
BNP Paribas Financial Markets
France
$873 +$873 +15 New
Manulife (Manufacturers Life Insurance)
81
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$378 +$3 +50 +0.8%
Two Sigma Investments
82
Two Sigma Investments
New York
– -$1.38M -22,282 Closed
SLG
83
Stanley-Laman Group
Pennsylvania
– -$659K -10,649 Closed
TC
84
TFS Capital
Pennsylvania
– -$584K -9,426 Closed
PP
85
Paloma Partners
Connecticut
– -$501K -8,091 Closed
Goldman Sachs
86
Goldman Sachs
New York
– -$424K -6,853 Closed
NPIT
87
National Penn Investors Trust
Pennsylvania
– -$340K -5,495 Closed
EMG
88
Ellington Management Group
Connecticut
– -$303K -4,900 Closed
Millennium Management
89
Millennium Management
New York
– -$235K -3,792 Closed
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