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Westwood Holdings Group
WHG

Overview Fund Activity

91 hedge funds and large institutions have $340M invested in Westwood Holdings Group in 2018 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 43 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
-4
Holders Change %
-4.21%
% of All Funds
2.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
43
Reduced
26
Closed
9
Calls
$768K
Puts
$350K
Net Calls
+$418K
Net Calls Change
+$219K

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
+$4.54M
2
BIM
Bridges Investment Management
Nebraska
+$3.57M
3
RA
Royce & Associates
New York
+$1.76M
4
Wells Fargo
Wells Fargo
California
+$1.32M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.07M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$13.2M
2
PAIM
Punch & Associates Investment Management
Minnesota
-$2.66M
3
CCA
Conestoga Capital Advisors
Pennsylvania
-$1.57M
4
FAM
Fenimore Asset Management
New York
-$511K
5
Two Sigma Investments
Two Sigma Investments
New York
-$478K
Name Holding Trade Value Shares
Change 		Shares
Change %
MLICM
76
Metropolitan Life Insurance Company (MetLife)
New York
$162K – – –
Envestnet Asset Management
77
Envestnet Asset Management
Illinois
$156K +$12.2K +216 +9%
UBS Group
78
UBS Group
Switzerland
$120K -$157K -2,793 -57%
Barclays
79
Barclays
United Kingdom
$116K +$39.6K +701 +52%
Canada Life
80
Canada Life
Manitoba, Canada
$108K +$6.27K +111 +6%
BNP Paribas Financial Markets
81
BNP Paribas Financial Markets
France
$95.5K +$2.15K +38 +2%
Legal & General Group
82
Legal & General Group
United Kingdom
$81K -$38.9K -690 -32%
EMG
83
ETF Managers Group
New Jersey
$73K +$9.13K +166 +14%
PAM
84
Panagora Asset Management
Massachusetts
$72K +$72K +1,283 New
Citigroup
85
Citigroup
New York
$69K -$18K -318 -21%
GT
86
Glenmede Trust
Pennsylvania
$43K – – –
AIP
87
Ameritas Investment Partners
Nebraska
$34K – – –
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
$27K – – –
AG
89
Advisor Group
Arizona
$24K – – –
MAM
90
Meeder Asset Management
Ohio
$11K -$3.57K -64 -25%
Wellington Management Group
91
Wellington Management Group
Massachusetts
– -$13.2M -199,320 Closed
WI
92
WBI Investments
New Jersey
– -$439K -6,634 Closed
SCA
93
Secor Capital Advisors
New York
– -$260K -3,922 Closed
Acadian Asset Management
94
Acadian Asset Management
Massachusetts
– -$128K -1,929 Closed
Parallax Volatility Advisers
95
Parallax Volatility Advisers
California
– -$83K -1,260 Closed
TRCT
96
Tower Research Capital (TRC)
New York
– -$55K -836 Closed
Bank of Montreal
97
Bank of Montreal
Ontario, Canada
– -$34K -511 Closed
DCM
98
Delpha Capital Management
New York
– -$10K -148 Closed
STA
99
Summit Trail Advisors
New York
– -$5K -69 Closed
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