Westwood Holdings Group
WHG
53 hedge funds and large institutions have $96.2M invested in Westwood Holdings Group in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 10 increasing their positions, 23 reducing their positions, and 14 closing their positions.
31% more capital invested
Capital invested by funds: $73.5M → $96.2M (+$22.7M)
4% less funds holding
Funds holding: 55 → 53 (-2)
7.07% less ownership
Funds ownership: 60.35% → 53.28% (-7.1%)
14% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 14
57% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Ancora Advisors
Cleveland,
Ohio
|
+$2.64M |
| 2 |
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
+$2.38M |
| 3 |
Russell Investments Group
London,
United Kingdom
|
+$1.8M |
| 4 |
Millennium Management
New York
|
+$1.72M |
| 5 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$1.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$9.63M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$3.41M |
| 3 |
Renaissance Technologies
New York
|
-$2.18M |
| 4 |
State Street
Boston,
Massachusetts
|
-$2.09M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$1.67M |
WHG Hedge Fund Activity: Q2 2021 in Review
53 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Westwood Holdings Group (WHG) for Q2 2021, worth a combined $96.2M — up 31% from $73.5M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of WHG and 12 opened new positions — a net loss of 2 holders — while 23 trimmed existing stakes and 10 added.
The largest buyer was Ancora Advisors, opening a new position worth an estimated $2.64M. The largest seller was BlackRock, cutting an estimated $9.63M.
- 53 institutional investors held Westwood Holdings Group (WHG) as of Q2 2021, down from 55 in Q1 2021.
- Funds reported $96.2M of Westwood Holdings Group stock for Q2 2021, up 31% quarter-over-quarter.
- 12 funds opened new Westwood Holdings Group positions in Q2 2021 and 14 closed out, a net change of -2 holders.
- The largest Westwood Holdings Group buyer in Q2 2021 was Ancora Advisors, an estimated $2.64M added.
- The largest Westwood Holdings Group seller in Q2 2021 was BlackRock, an estimated $9.63M sold.
Based on aggregated 13F filings for Q2 2021.