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Westwood Holdings Group
WHG

Overview Fund Activity

90 hedge funds and large institutions have $210M invested in Westwood Holdings Group in 2019 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 27 reducing their positions, and 20 closing their positions.

Holders
90
Holders Change
-8
Holders Change %
-8.16%
% of All Funds
1.96%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
35
Reduced
27
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$20M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$24.5M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$2.88M
4
Hotchkis & Wiley Capital Management
4
Hotchkis & Wiley Capital Management
California
$2.69M
5
PAM
5
Panagora Asset Management
Massachusetts
$2.99M

Top Sellers

1
CCA
1
Conestoga Capital Advisors
Pennsylvania
$0
2
Wells Fargo
2
Wells Fargo
California
$23.2M
3
DRZID
3
DePrince Race & Zollo Inc (DRZ)
Florida
$2.98M
4
HI
4
Hendershot Investments
Virginia
$0
5
RA
5
Royce & Associates
New York
$4.83M
Name Market Value Shares Shares
Change 		Shares
Change %
SO
76
STRS Ohio
Ohio
$31K 900 -12,600 -93%
PCM
77
Prelude Capital Management
New York
$28K 790 +572 +262%
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$24K 676 +667 +7,411%
AIP
79
Ameritas Investment Partners
Nebraska
$21K 603 – –
BFEC
80
Benjamin F. Edwards & Company
Missouri
$20K 575 +575 New
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$17K 486 -70 -13%
Morgan Stanley
82
Morgan Stanley
New York
$14K 409 -22,357 -98%
Fidelity Investments
83
Fidelity Investments
Massachusetts
$13K 373 – –
Simplex Trading
84
Simplex Trading
Illinois
$12K 343 +343 New
PA
85
Parallel Advisors
California
$10K 286 -85 -23%
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$5K 133 -1,146 -90%
DA
87
Denali Advisors
California
$3K 73 +73 New
BCA
88
Berman Capital Advisors
Georgia
$2K 72 +72 New
GWS
89
Glassman Wealth Services
Virginia
$1K 18 +18 New
CCA
90
Conestoga Capital Advisors
Pennsylvania
– – -401,140 Closed
HI
91
Hendershot Investments
Virginia
– – -35,938 Closed
WSFS
92
Wilmington Savings Fund Society
Delaware
– – -20,565 Closed
Brown Advisory
93
Brown Advisory
Maryland
– – -16,607 Closed
GC
94
Guggenheim Capital
Illinois
– – -8,923 Closed
Comerica Bank
95
Comerica Bank
Texas
– – -8,037 Closed
GF
96
Gabelli Funds
New York
– – -6,000 Closed
Nisa Investment Advisors
97
Nisa Investment Advisors
Missouri
– – -5,200 Closed
SEI Investments
98
SEI Investments
Pennsylvania
– – -2,800 Closed
TRCT
99
Tower Research Capital (TRC)
New York
– – -939 Closed
US Bancorp
100
US Bancorp
Minnesota
– – -855 Closed
1 2 3
4
5