Westwood Holdings Group
WHG
37 hedge funds and large institutions have $47.7M invested in Westwood Holdings Group in 2022 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 6 closing their positions.
9% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 11
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.99% less ownership
Funds ownership: 61.5% → 58.51% (-3%)
14% less funds holding
Funds holding: 43 → 37 (-6)
75% less capital inflows, than outflows
Capital inflows: $1.48M | Capital outflows: $5.92M
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bridgeway Capital Management
Houston,
Texas
|
+$523K |
| 2 |
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$446K |
| 3 |
North Star Investment Management
Chicago,
Illinois
|
+$416K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$38.9K |
| 5 |
Gabelli Funds
Rye,
New York
|
+$21.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Employees Retirement System of Texas
Austin,
Texas
|
-$1.57M |
| 2 |
Russell Investments Group
London,
United Kingdom
|
-$1.36M |
| 3 |
Ancora Advisors
Cleveland,
Ohio
|
-$993K |
| 4 |
Hodges Capital Management
Dallas,
Texas
|
-$707K |
| 5 |
Renaissance Technologies
New York
|
-$428K |
WHG Hedge Fund Activity: Q3 2022 in Review
37 of the 5,832 institutional investors tracked by Wall St. Rank reported a position in Westwood Holdings Group (WHG) for Q3 2022, worth a combined $47.7M — down 35% from $72.8M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of WHG and 0 opened new positions — a net loss of 6 holders — while 11 trimmed existing stakes and 12 added.
The largest buyer was Bridgeway Capital Management, adding an estimated $523K. The largest seller was Employees Retirement System of Texas, exiting entirely with an estimated $1.57M sold.
- 37 institutional investors held Westwood Holdings Group (WHG) as of Q3 2022, down from 43 in Q2 2022.
- Funds reported $47.7M of Westwood Holdings Group stock for Q3 2022, down 35% quarter-over-quarter.
- 0 funds opened new Westwood Holdings Group positions in Q3 2022 and 6 closed out, a net change of -6 holders.
- The largest Westwood Holdings Group buyer in Q3 2022 was Bridgeway Capital Management, an estimated $523K added.
- The largest Westwood Holdings Group seller in Q3 2022 was Employees Retirement System of Texas, an estimated $1.57M sold.
Based on aggregated 13F filings for Q3 2022.