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Westwood Holdings Group
WHG

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.

New
Increased
Maintained
Reduced
Closed

61.4% more ownership

Funds ownership: 0% → 61.4% (+61%)

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

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
GI
1
GAMCO Investors
Connecticut
$33.6M +$33.8M +782,000 New
RA
2
Royce & Associates
New York
$30.5M +$30.7M +709,662 New
CCA
3
Conestoga Capital Advisors
Pennsylvania
$18.9M +$19.1M +441,164 New
TAM
4
Third Avenue Management
New York
$17.8M +$17.9M +414,877 New
Wells Fargo
5
Wells Fargo
California
$10.9M +$10.9M +253,021 New
BIT
6
BlackRock Institutional Trust
California
$10.7M +$10.8M +249,150 New
ZIG
7
Zuckerman Investment Group
Illinois
$7.61M +$7.66M +177,222 New
BFA
8
BlackRock Fund Advisors
California
$7.48M +$7.53M +174,229 New
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$7.08M +$7.14M +165,044 New
Vanguard Group
10
Vanguard Group
Pennsylvania
$6.68M +$6.73M +155,617 New
Invesco
11
Invesco
Georgia
$5.51M +$5.55M +128,459 New
State Street
12
State Street
Massachusetts
$4.5M +$4.53M +104,721 New
Northern Trust
13
Northern Trust
Illinois
$4.48M +$4.52M +104,448 New
Mawer Investment Management
14
Mawer Investment Management
Alberta, Canada
$4.47M +$4.51M +104,215 New
PAIM
15
Punch & Associates Investment Management
Minnesota
$4.35M +$4.38M +101,300 New
Renaissance Technologies
16
Renaissance Technologies
New York
$3.88M +$3.91M +90,400 New
Bank of New York Mellon
17
Bank of New York Mellon
New York
$3.4M +$3.42M +79,145 New
FAM
18
Fenimore Asset Management
New York
$2.51M +$2.53M +58,496 New
Ameriprise
19
Ameriprise
Minnesota
$2.42M +$2.44M +56,360 New
RFC
20
Russell Frank Company
Washington
$2.37M +$2.38M +55,149 New
Luther King Capital Management (LKCM)
21
Luther King Capital Management (LKCM)
Texas
$2.15M +$2.16M +50,000 New
DRZID
22
DePrince Race & Zollo Inc (DRZ)
Florida
$1.85M +$1.87M +43,191 New
WSFS
23
Wilmington Savings Fund Society
Delaware
$1.84M +$1.86M +42,980 New
TCIM
24
TIAA CREF Investment Management
New York
$1.35M +$1.36M +31,539 New
WG
25
Winchester Group
New York
$1.26M +$1.27M +29,484 New
1
2 3

WHG Hedge Fund Activity: Q2 2013 in Review

68 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Westwood Holdings Group (WHG) for Q2 2013, worth a combined $214M.

Buyers outnumbered sellers: 68 funds opened new WHG positions and 0 closed out — a net gain of 68 holders — while 0 added to existing stakes and 0 trimmed.

  • 68 institutional investors held Westwood Holdings Group (WHG) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $214M of Westwood Holdings Group stock for Q2 2013.
  • 68 funds opened new Westwood Holdings Group positions in Q2 2013 and 0 closed out, a net change of +68 holders.

Based on aggregated 13F filings for Q2 2013.