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Westwood Holdings Group
WHG

Overview Fund Activity

46 hedge funds and large institutions have $81.1M invested in Westwood Holdings Group in 2022 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 14 increasing their positions, 22 reducing their positions, and 3 closing their positions.

Holders
46
Holders Change
-2
Holders Change %
-4.17%
% of All Funds
0.73%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
1
Increased
14
Reduced
22
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Russell Investments Group
1
Russell Investments Group
United Kingdom
$4.33M
2
ERSOT
2
Employees Retirement System of Texas
Texas
$1.26M
3
BCM
3
Bridgeway Capital Management
Texas
$947K
4
NSIM
4
North Star Investment Management
Illinois
$1.3M
5
Bank of America
5
Bank of America
North Carolina
$965K

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$173K
2
Renaissance Technologies
2
Renaissance Technologies
New York
$7.82M
3
E
3
Ergoteles
New York
$0
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$0
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$3.87M
Name Market Value Shares Shares
Change 		Shares
Change %
JIM
1
JCP Investment Management
Texas
$13.2M 860,416 – –
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$8.98M 586,388 -1 -0%
Renaissance Technologies
3
Renaissance Technologies
New York
$7.82M 510,616 -20,593 -4%
GI
4
GAMCO Investors
Connecticut
$6.94M 452,759 -1,200 -0.3%
DRZID
5
DePrince Race & Zollo Inc (DRZ)
Florida
$6.42M 419,175 -1,130 -0.3%
Vanguard Group
6
Vanguard Group
Pennsylvania
$5.37M 350,556 -5,087 -1%
Russell Investments Group
7
Russell Investments Group
United Kingdom
$4.33M 282,718 +101,595 +56%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$3.87M 252,889 -10,242 -4%
Luther King Capital Management (LKCM)
9
Luther King Capital Management (LKCM)
Texas
$3.87M 252,877 – –
AA
10
Ancora Advisors
Ohio
$3.4M 222,177 -2,534 -1%
BlackRock
11
BlackRock
New York
$2.85M 185,701 -1,714 -0.9%
ACM
12
Allred Capital Management
Texas
$1.6M 104,149 – –
NSIM
13
North Star Investment Management
Illinois
$1.3M 84,975 +11,000 +15%
ERSOT
14
Employees Retirement System of Texas
Texas
$1.26M 82,000 +23,500 +40%
GF
15
Gabelli Funds
New York
$1.14M 74,641 +2,034 +3%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$1M 65,486 -460 -0.7%
Bank of America
17
Bank of America
North Carolina
$965K 63,006 +5,306 +9%
BCM
18
Bridgeway Capital Management
Texas
$947K 61,816 +11,664 +23%
HCM
19
Hodges Capital Management
Texas
$831K 54,200 -2,000 -4%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$614K 40,091 -873 -2%
Millennium Management
21
Millennium Management
New York
$566K 36,939 -6,160 -14%
State Street
22
State Street
Massachusetts
$449K 29,021 +1,698 +6%
MAM
23
Marquette Asset Management
Minnesota
$396K 25,852 – –
Grantham, Mayo, Van Otterloo & Co (GMO)
24
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$386K 25,214 -7,600 -23%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$383K 24,949 +569 +2%
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