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Westwood Holdings Group
WHG

Overview Fund Activity

93 hedge funds and large institutions have $364M invested in Westwood Holdings Group in 2018 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 41 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
+2
Holders Change %
+2.2%
% of All Funds
2.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
41
Reduced
24
Closed
7
Calls
$280K
Puts
–
Net Calls
+$280K
Net Calls Change
-$138K

Top Buyers

1
BlackRock
BlackRock
New York
+$5.3M
2
Renaissance Technologies
Renaissance Technologies
New York
+$4.08M
3
CCA
Conestoga Capital Advisors
Pennsylvania
+$2.39M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.24M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$971K

Top Sellers

1
ProShare Advisors
ProShare Advisors
Maryland
-$6.86M
2
FAM
Fenimore Asset Management
New York
-$5.41M
3
TCIM
TIAA CREF Investment Management
New York
-$1.08M
4
PAIM
Punch & Associates Investment Management
Minnesota
-$1.04M
5
GC
Guggenheim Capital
Illinois
-$472K
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
76
Envestnet Asset Management
Illinois
$179K +$15.2K +255 +9%
MLICM
77
Metropolitan Life Insurance Company (MetLife)
New York
$171K – – –
UBS Group
78
UBS Group
Switzerland
$136K +$8.2K +137 +6%
Canada Life
79
Canada Life
Manitoba, Canada
$114K -$239 -4 -0.2%
SG Americas Securities
80
SG Americas Securities
New York
$106K +$106K +1,776 New
Legal & General Group
81
Legal & General Group
United Kingdom
$76K -$9.99K -167 -12%
Citigroup
82
Citigroup
New York
$64K -$8.85K -148 -12%
Barclays
83
Barclays
United Kingdom
$39K -$84.6K -1,407 -68%
GT
84
Glenmede Trust
Pennsylvania
$39K – – –
AIP
85
Ameritas Investment Partners
Nebraska
$36K – – –
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$29K – – –
AG
87
Advisor Group
Arizona
$25K – – –
BNP Paribas Financial Markets
88
BNP Paribas Financial Markets
France
$20.8K -$79.9K -1,342 -79%
MAM
89
Meeder Asset Management
Ohio
$11.7K – – –
PIA
90
Piedmont Investment Advisors
North Carolina
$9K +$9K +144 New
Bank of Montreal
91
Bank of Montreal
Ontario, Canada
$4K +$4K +59 New
FIA
92
FNY Investment Advisers
New York
$1K +$1K +23 New
ProShare Advisors
93
ProShare Advisors
Maryland
– -$6.86M -121,489 Closed
FAM
94
Fenimore Asset Management
New York
– -$5.41M -95,706 Closed
FQ
95
First Quadrant
California
– -$359K -6,350 Closed
CI
96
Cigna Investments
Connecticut
– -$274K -4,856 Closed
VF
97
Virtu Financial
New York
– -$210K -3,719 Closed
Truist Financial
98
Truist Financial
North Carolina
– -$202K -3,570 Closed
EMG
99
ETF Managers Group
New Jersey
– -$73K -1,328 Closed
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