Westwood Holdings Group
WHG
43 hedge funds and large institutions have $72.8M invested in Westwood Holdings Group in 2022 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 17 reducing their positions, and 3 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.12% less ownership
Funds ownership: 61.63% → 61.5% (-0.12%)
7% less funds holding
Funds holding: 46 → 43 (-3)
10% less capital invested
Capital invested by funds: $81.1M → $72.8M (-$8.28M)
24% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 17
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Russell Investments Group
London,
United Kingdom
|
+$1.58M |
| 2 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$1.32M |
| 3 |
NSIM
North Star Investment Management
Chicago,
Illinois
|
+$978K |
| 4 |
ERSOT
Employees Retirement System of Texas
Austin,
Texas
|
+$493K |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$275K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Ancora Advisors
Cleveland,
Ohio
|
-$2.32M |
| 2 |
JIM
JCP Investment Management
Houston,
Texas
|
-$743K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$614K |
| 4 |
Two Sigma Investments
New York
|
-$246K |
| 5 |
Millennium Management
New York
|
-$181K |
WHG Hedge Fund Activity: Q2 2022 in Review
43 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Westwood Holdings Group (WHG) for Q2 2022, worth a combined $72.8M — down 10% from $81.1M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of WHG and 2 opened new positions — a net loss of 1 holder — while 17 trimmed existing stakes and 13 added.
The largest buyer was Russell Investments Group, adding an estimated $1.58M. The largest seller was Ancora Advisors, cutting an estimated $2.32M.
- 43 institutional investors held Westwood Holdings Group (WHG) as of Q2 2022, down from 46 in Q1 2022.
- Funds reported $72.8M of Westwood Holdings Group stock for Q2 2022, down 10% quarter-over-quarter.
- 2 funds opened new Westwood Holdings Group positions in Q2 2022 and 3 closed out, a net change of -1 holder.
- The largest Westwood Holdings Group buyer in Q2 2022 was Russell Investments Group, an estimated $1.58M added.
- The largest Westwood Holdings Group seller in Q2 2022 was Ancora Advisors, an estimated $2.32M sold.
Based on aggregated 13F filings for Q2 2022.