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Westwood Holdings Group
WHG

Overview Fund Activity

98 hedge funds and large institutions have $213M invested in Westwood Holdings Group in 2019 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 32 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+11
Holders Change %
+12.64%
% of All Funds
2.12%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
34
Reduced
32
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
+$2.6M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$1.28M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$1.13M
4
TCIM
TIAA CREF Investment Management
New York
+$985K
5
American Century Companies
American Century Companies
Missouri
+$842K

Top Sellers

1
PAIM
Punch & Associates Investment Management
Minnesota
-$3.22M
2
BlackRock
BlackRock
New York
-$2.2M
3
CCA
Conestoga Capital Advisors
Pennsylvania
-$2.11M
4
RA
Royce & Associates
New York
-$855K
5
Citadel Advisors
Citadel Advisors
Florida
-$591K
Name Holding Trade Value Shares
Change 		Shares
Change %
BNP Paribas Financial Markets
76
BNP Paribas Financial Markets
France
$60.7K +$60.6K +1,717 +57,233%
Legal & General Group
77
Legal & General Group
United Kingdom
$57K – – –
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$45K +$44.8K +1,272 +18,171%
TRCT
79
Tower Research Capital (TRC)
New York
$34K +$15.5K +427 +83%
US Bancorp
80
US Bancorp
Minnesota
$30K +$30K +855 New
QT
81
Quantamental Technologies
New York
$21K -$17.5K -500 -45%
AIP
82
Ameritas Investment Partners
Nebraska
$21K – – –
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$20K +$2.52K +70 +14%
Fidelity Investments
84
Fidelity Investments
Massachusetts
$13K -$70 -2 -0.5%
PA
85
Parallel Advisors
California
$13K +$11.6K +330 +805%
UBS Group
86
UBS Group
Switzerland
$12K -$102K -2,979 -90%
MNBTD
87
Moody National Bank Trust Division
Texas
$8K +$3.49K +95 +77%
PCM
88
Prelude Capital Management
New York
$8K +$8K +218 New
WAM
89
Wealthspire Advisors (Maryland)
Maryland
$5K – – –
Canada Pension Plan Investment Board
90
Canada Pension Plan Investment Board
Ontario, Canada
$4K +$4K +100 New
FIA
91
FNY Investment Advisers
New York
$2K +$732 +26 +58%
Nordea Investment Management
92
Nordea Investment Management
Sweden
$1K – – –
QCG
93
Quadrant Capital Group
Ohio
$1K +$1K +37 New
Fifth Third Bancorp
94
Fifth Third Bancorp
Ohio
$1K +$1K +41 New
GT
95
Glenmede Trust
Pennsylvania
$9 – – –
PAIM
96
Punch & Associates Investment Management
Minnesota
– -$3.22M -94,742 Closed
Assenagon Asset Management
97
Assenagon Asset Management
Luxembourg
– -$214K -6,300 Closed
Parallax Volatility Advisers
98
Parallax Volatility Advisers
California
– -$43K -1,262 Closed
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