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Westwood Holdings Group
WHG

Overview Fund Activity

84 hedge funds and large institutions have $172M invested in Westwood Holdings Group in 2019 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 31 reducing their positions, and 13 closing their positions.

Holders
84
Holders Change
-6
Holders Change %
-6.67%
% of All Funds
1.84%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
29
Reduced
31
Closed
13
Calls
$30K
Puts
–
Net Calls
+$30K
Net Calls Change
+$30K

Top Buyers

1
ProShare Advisors
1
ProShare Advisors
Maryland
$11M
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$3.86M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.89M
4
BlackRock
4
BlackRock
New York
$19.8M
5
WG
5
Winton Group
United Kingdom
$954K

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$12.8M
2
RA
2
Royce & Associates
New York
$1.72M
3
Millennium Management
3
Millennium Management
New York
$461K
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$0
5
American Century Companies
5
American Century Companies
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
76
Northwestern Mutual Wealth Management
Wisconsin
$13K 486 – –
Fidelity Investments
77
Fidelity Investments
Massachusetts
$10K 373 – –
Simplex Trading
78
Simplex Trading
Illinois
$8K 296 -47 -14%
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$3K 123 -10 -8%
FIA
80
FNY Investment Advisers
New York
$2K 86 +86 New
DA
81
Denali Advisors
California
$1K 30 -43 -59%
BCA
82
Berman Capital Advisors
Georgia
$1K 72 – –
Schroder Investment Management Group
83
Schroder Investment Management Group
United Kingdom
– – -27,738 Closed
American Century Companies
84
American Century Companies
Missouri
– – -26,365 Closed
Assenagon Asset Management
85
Assenagon Asset Management
Luxembourg
– – -23,810 Closed
CSC
86
Cove Street Capital
California
– – -20,000 Closed
Connor, Clark & Lunn Investment Management (CC&L)
87
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– – -8,300 Closed
Manulife (Manufacturers Life Insurance)
88
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– – -5,926 Closed
State of Tennessee, Department of Treasury
89
State of Tennessee, Department of Treasury
Tennessee
– – -3,104 Closed
AG
90
Aperio Group
California
– – -3,026 Closed
Canada Life
91
Canada Life
Manitoba, Canada
– – -1,978 Closed
SO
92
STRS Ohio
Ohio
– – -900 Closed
PCM
93
Prelude Capital Management
New York
– – -790 Closed
BFEC
94
Benjamin F. Edwards & Company
Missouri
– – -575 Closed
PA
95
Parallel Advisors
California
– – -286 Closed
GWS
96
Glassman Wealth Services
Virginia
$0 10 -8 -44%
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
$0 22 – –
CFGS
98
Concourse Financial Group Securities
Alabama
– – – –
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