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Westwood Holdings Group
WHG

Overview Fund Activity

86 hedge funds and large institutions have $313M invested in Westwood Holdings Group in 2018 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 33 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
-7
Holders Change %
-7.53%
% of All Funds
1.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
33
Reduced
26
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$1.76M
2
Renaissance Technologies
Renaissance Technologies
New York
+$1.4M
3
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$1.38M
4
Citadel Advisors
Citadel Advisors
Florida
+$934K
5
NSIM
North Star Investment Management
Illinois
+$797K

Top Sellers

1
CCA
Conestoga Capital Advisors
Pennsylvania
-$5.05M
2
RA
Royce & Associates
New York
-$1.57M
3
BIM
Bridges Investment Management
Nebraska
-$1.56M
4
Deutsche Bank
Deutsche Bank
Germany
-$1.23M
5
AA
ALPS Advisors
Colorado
-$620K
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
76
US Bancorp
Minnesota
$64K -$111K -2,144 -63%
Bank of Montreal
77
Bank of Montreal
Ontario, Canada
$36K +$32.9K +630 +1,068%
AIP
78
Ameritas Investment Partners
Nebraska
$31K – – –
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
$25K – – –
AG
80
Advisor Group
Arizona
$22K – – –
Fidelity Investments
81
Fidelity Investments
Massachusetts
$20K +$20K +373 New
BNP Paribas Financial Markets
82
BNP Paribas Financial Markets
France
$14.7K -$3.36K -65 -19%
ASN
83
Advisory Services Network
Georgia
$13K +$13K +250 New
TRCT
84
Tower Research Capital (TRC)
New York
$10K -$200K -3,872 -95%
MAM
85
Meeder Asset Management
Ohio
$10K – – –
AA
86
ALPS Advisors
Colorado
– -$620K -10,414 Closed
WI
87
WBI Investments
New Jersey
– -$588K -9,880 Closed
Manulife (Manufacturers Life Insurance)
88
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$391K -6,571 Closed
Balyasny Asset Management
89
Balyasny Asset Management
Illinois
– -$375K -6,300 Closed
PP
90
PDT Partners
New York
– -$323K -5,422 Closed
Susquehanna International Group
91
Susquehanna International Group
Pennsylvania
– -$276K -4,636 Closed
T. Rowe Price Associates
92
T. Rowe Price Associates
Maryland
– -$217K -3,647 Closed
Principal Financial Group
93
Principal Financial Group
Iowa
– -$205K -3,437 Closed
Envestnet Asset Management
94
Envestnet Asset Management
Illinois
– -$179K -3,012 Closed
SG Americas Securities
95
SG Americas Securities
New York
– -$106K -1,776 Closed
GT
96
Glenmede Trust
Pennsylvania
– -$39K -650 Closed
PIA
97
Piedmont Investment Advisors
North Carolina
– -$9K -144 Closed
FIA
98
FNY Investment Advisers
New York
– -$1K -23 Closed
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