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Westwood Holdings Group
WHG

Overview Fund Activity

95 hedge funds and large institutions have $397M invested in Westwood Holdings Group in 2017 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 28 reducing their positions, and 7 closing their positions.

Holders
95
Holders Change
+7
Holders Change %
+7.95%
% of All Funds
2.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
35
Reduced
28
Closed
7
Calls
$470K
Puts
$271K
Net Calls
+$199K
Net Calls Change
+$408K

Top Buyers

1
CCA
1
Conestoga Capital Advisors
Pennsylvania
$48.2M
2
Goldman Sachs
2
Goldman Sachs
New York
$2.65M
3
Bank of America
3
Bank of America
North Carolina
$3.46M
4
MAM
4
Martingale Asset Management
Massachusetts
$2.07M
5
BlackRock
5
BlackRock
New York
$38.8M

Top Sellers

1
WHG
1
Westwood Holdings Group
Texas
$0
2
GI
2
GAMCO Investors
Connecticut
$36.9M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$13.2M
4
HCM
4
Hodges Capital Management
Texas
$0
5
RA
5
Royce & Associates
New York
$26.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
76
Envestnet Asset Management
Illinois
$168K +$11.3K +171 +7%
Legal & General Group
77
Legal & General Group
United Kingdom
$142K – – –
Acadian Asset Management
78
Acadian Asset Management
Massachusetts
$128K +$128K +1,929 New
Canada Life
79
Canada Life
Manitoba, Canada
$119K +$4.03K +61 +4%
JPMorgan Chase & Co
80
JPMorgan Chase & Co
New York
$116K +$116K +1,752 New
BNP Paribas Financial Markets
81
BNP Paribas Financial Markets
France
$109K +$56.3K +850 +106%
Citigroup
82
Citigroup
New York
$102K +$76.9K +1,158 +306%
Barclays
83
Barclays
United Kingdom
$89K +$76.7K +1,168 +625%
Parallax Volatility Advisers
84
Parallax Volatility Advisers
California
$83K +$83K +1,260 New
EMG
85
ETF Managers Group
New Jersey
$76K +$10.9K +166 +17%
TRCT
86
Tower Research Capital (TRC)
New York
$55K -$43K -654 -44%
GT
87
Glenmede Trust
Pennsylvania
$43K – – –
AIP
88
Ameritas Investment Partners
Nebraska
$40K – – –
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$34K +$26.7K +402 +369%
Northwestern Mutual Wealth Management
90
Northwestern Mutual Wealth Management
Wisconsin
$32K – – –
AG
91
Advisor Group
Arizona
$28K +$28K +427 New
MAM
92
Meeder Asset Management
Ohio
$17K +$16.2K +248 +1,908%
DCM
93
Delpha Capital Management
New York
$10K +$10K +148 New
STA
94
Summit Trail Advisors
New York
$5K +$5K +69 New
WHG
95
Westwood Holdings Group
Texas
– -$4.29M -63,786 Closed
HCM
96
Hodges Capital Management
Texas
– -$2.7M -40,140 Closed
NFA
97
Nationwide Fund Advisors
Ohio
– -$312K -4,636 Closed
Thrivent Financial for Lutherans
98
Thrivent Financial for Lutherans
Minnesota
– -$292K -4,339 Closed
CG
99
Cutler Group
California
– -$21K -321 Closed
PCM
100
Penserra Capital Management
California
– -$6K -96 Closed
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