Westwood Holdings Group
WHG
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, 35 increasing their positions, 32 reducing their positions, and 3 closing their positions.
367% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 3
13% more funds holding
Funds holding: 87 → 98 (+11)
5% more capital invested
Capital invested by funds: $203M → $213M (+$10.2M)
9% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 32
0.65% more ownership
Funds ownership: 66.11% → 66.76% (+0.65%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
+$2.76M |
| 2 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$1.36M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.2M |
| 4 |
TCIM
TIAA CREF Investment Management
New York
|
+$1.05M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$894K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
-$3.22M |
| 2 |
BlackRock
New York
|
-$2.34M |
| 3 |
CCA
Conestoga Capital Advisors
Wayne,
Pennsylvania
|
-$2.24M |
| 4 |
RA
Royce & Associates
New York
|
-$908K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$628K |
WHG Hedge Fund Activity: Q1 2019 in Review
98 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in Westwood Holdings Group (WHG) for Q1 2019, worth a combined $213M — up 5% from $203M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new WHG positions and 3 closed out — a net gain of 11 holders — while 35 added to existing stakes and 32 trimmed.
The largest buyer was Renaissance Technologies, adding an estimated $2.76M. The largest seller was Punch & Associates Investment Management, exiting entirely with an estimated $3.22M sold.
- 98 institutional investors held Westwood Holdings Group (WHG) as of Q1 2019, up from 87 in Q4 2018.
- Funds reported $213M of Westwood Holdings Group stock for Q1 2019, up 5% quarter-over-quarter.
- 14 funds opened new Westwood Holdings Group positions in Q1 2019 and 3 closed out, a net change of +11 holders.
- The largest Westwood Holdings Group buyer in Q1 2019 was Renaissance Technologies, an estimated $2.76M added.
- The largest Westwood Holdings Group seller in Q1 2019 was Punch & Associates Investment Management, an estimated $3.22M sold.
Based on aggregated 13F filings for Q1 2019.