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Westwood Holdings Group
WHG

Overview Fund Activity

87 hedge funds and large institutions have $203M invested in Westwood Holdings Group in 2018 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 42 increasing their positions, 17 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
+1
Holders Change %
+1.16%
% of All Funds
1.94%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
14
Increased
42
Reduced
17
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
+$1.91M
2
Two Sigma Investments
Two Sigma Investments
New York
+$1.75M
3
BlackRock
BlackRock
New York
+$1.32M
4
CSC
Cove Street Capital
California
+$1.02M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$925K

Top Sellers

1
HW
Hancock Whitney
Mississippi
-$7.96M
2
RA
Royce & Associates
New York
-$6.9M
3
CCA
Conestoga Capital Advisors
Pennsylvania
-$6.19M
4
HI
Hendershot Investments
Virginia
-$1.31M
5
Marshall Wace
Marshall Wace
United Kingdom
-$759K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
76
Bank of Montreal
Ontario, Canada
$14K -$9.82K -284 -41%
Fidelity Investments
77
Fidelity Investments
Massachusetts
$13K +$69 +2 +0.5%
WAM
78
Wealthspire Advisors (Maryland)
Maryland
$5K +$5K +135 New
MNBTD
79
Moody National Bank Trust Division
Texas
$4K +$4K +123 New
Nordea Investment Management
80
Nordea Investment Management
Sweden
$1K +$1K +30 New
PA
81
Parallel Advisors
California
$1K +$1K +41 New
FIA
82
FNY Investment Advisers
New York
$1K +$1K +45 New
BNP Paribas Financial Markets
83
BNP Paribas Financial Markets
France
$102 -$9.55K -281 -99%
Schroder Investment Management Group
84
Schroder Investment Management Group
United Kingdom
$92 – – –
GT
85
Glenmede Trust
Pennsylvania
$9 +$9 +280 New
HW
86
Hancock Whitney
Mississippi
– -$7.96M -153,889 Closed
Marshall Wace
87
Marshall Wace
United Kingdom
– -$759K -14,667 Closed
SLG
88
Stanley-Laman Group
Pennsylvania
– -$531K -10,255 Closed
Man Group
89
Man Group
United Kingdom
– -$514K -9,930 Closed
OCG
90
Opus Capital Group
Ohio
– -$291K -5,608 Closed
VOYA Investment Management
91
VOYA Investment Management
Georgia
– -$252K -4,879 Closed
NWP
92
Northstar Wealth Partners
Connecticut
– -$239K -4,620 Closed
SRAM
93
Stone Ridge Asset Management
New York
– -$230K -4,447 Closed
State Board of Administration of Florida Retirement System
94
State Board of Administration of Florida Retirement System
Florida
– -$216K -4,180 Closed
Barclays
95
Barclays
United Kingdom
– -$199K -3,853 Closed
US Bancorp
96
US Bancorp
Minnesota
– -$64K -1,235 Closed
ASN
97
Advisory Services Network
Georgia
– -$13K -250 Closed
MAM
98
Meeder Asset Management
Ohio
– -$10K -197 Closed
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