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Westwood Holdings Group
WHG

Overview Fund Activity

68 hedge funds and large institutions have $214M invested in Westwood Holdings Group in 2013 Q2 according to their latest regulatory filings, with 68 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
68
Holders Change
+68
Holders Change %
–
% of All Funds
2.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
68
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GI
1
GAMCO Investors
Connecticut
$33.6M
2
RA
2
Royce & Associates
New York
$30.5M
3
CCA
3
Conestoga Capital Advisors
Pennsylvania
$18.9M
4
TAM
4
Third Avenue Management
New York
$17.8M
5
Wells Fargo
5
Wells Fargo
California
$10.9M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
GI
1
GAMCO Investors
Connecticut
$33.6M 782,000 +782,000 New
RA
2
Royce & Associates
New York
$30.5M 709,662 +709,662 New
CCA
3
Conestoga Capital Advisors
Pennsylvania
$18.9M 441,164 +441,164 New
TAM
4
Third Avenue Management
New York
$17.8M 414,877 +414,877 New
Wells Fargo
5
Wells Fargo
California
$10.9M 253,021 +253,021 New
BIT
6
BlackRock Institutional Trust
California
$10.7M 249,150 +249,150 New
ZIG
7
Zuckerman Investment Group
Illinois
$7.61M 177,222 +177,222 New
BFA
8
BlackRock Fund Advisors
California
$7.48M 174,229 +174,229 New
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$7.08M 165,044 +165,044 New
Vanguard Group
10
Vanguard Group
Pennsylvania
$6.68M 155,617 +155,617 New
Invesco
11
Invesco
Georgia
$5.51M 128,459 +128,459 New
State Street
12
State Street
Massachusetts
$4.5M 104,721 +104,721 New
Northern Trust
13
Northern Trust
Illinois
$4.48M 104,448 +104,448 New
Mawer Investment Management
14
Mawer Investment Management
Alberta, Canada
$4.47M 104,215 +104,215 New
PAIM
15
Punch & Associates Investment Management
Minnesota
$4.35M 101,300 +101,300 New
Renaissance Technologies
16
Renaissance Technologies
New York
$3.88M 90,400 +90,400 New
Bank of New York Mellon
17
Bank of New York Mellon
New York
$3.4M 79,145 +79,145 New
FAM
18
Fenimore Asset Management
New York
$2.51M 58,496 +58,496 New
Ameriprise
19
Ameriprise
Minnesota
$2.42M 56,360 +56,360 New
RFC
20
Russell Frank Company
Washington
$2.37M 55,149 +55,149 New
Luther King Capital Management (LKCM)
21
Luther King Capital Management (LKCM)
Texas
$2.15M 50,000 +50,000 New
DRZID
22
DePrince Race & Zollo Inc (DRZ)
Florida
$1.85M 43,191 +43,191 New
WSFS
23
Wilmington Savings Fund Society
Delaware
$1.85M 42,980 +42,980 New
TCIM
24
TIAA CREF Investment Management
New York
$1.35M 31,539 +31,539 New
WG
25
Winchester Group
New York
$1.27M 29,484 +29,484 New
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