Westwood Holdings Group
WHG
36 hedge funds and large institutions have $53M invested in Westwood Holdings Group in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 16 reducing their positions, and 4 closing their positions.
31% more capital inflows, than outflows
Capital inflows: $2.62M | Capital outflows: $2M
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
1.93% less ownership
Funds ownership: 58.51% → 56.58% (-1.9%)
3% less funds holding
Funds holding: 37 → 36 (-1)
69% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PGCM
Prescott Group Capital Management
Tulsa,
Oklahoma
|
+$507K |
| 2 |
North Star Investment Management
Chicago,
Illinois
|
+$455K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$322K |
| 4 |
Callodine Capital Management
Boston,
Massachusetts
|
+$106K |
| 5 |
Gabelli Funds
Rye,
New York
|
+$70.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Russell Investments Group
London,
United Kingdom
|
-$1.06M |
| 2 |
Bank of New York Mellon
New York
|
-$246K |
| 3 |
Renaissance Technologies
New York
|
-$224K |
| 4 |
Centiva Capital
New York
|
-$96K |
| 5 |
Millennium Management
New York
|
-$93.8K |
WHG Hedge Fund Activity: Q4 2022 in Review
36 of the 6,242 institutional investors tracked by Wall St. Rank reported a position in Westwood Holdings Group (WHG) for Q4 2022, worth a combined $53M — up 11% from $47.7M a quarter earlier.
Fund positioning in WHG was balanced in Q4 2022: 4 funds opened new positions, 4 closed out, 5 added to existing stakes and 16 trimmed.
The largest buyer was Prescott Group Capital Management, opening a new position worth an estimated $507K. The largest seller was Russell Investments Group, cutting an estimated $1.06M.
- 36 institutional investors held Westwood Holdings Group (WHG) as of Q4 2022, down from 37 in Q3 2022.
- Funds reported $53M of Westwood Holdings Group stock for Q4 2022, up 11% quarter-over-quarter.
- 4 funds opened new Westwood Holdings Group positions in Q4 2022 and 4 closed out, a net change of 0 holders.
- The largest Westwood Holdings Group buyer in Q4 2022 was Prescott Group Capital Management, an estimated $507K added.
- The largest Westwood Holdings Group seller in Q4 2022 was Russell Investments Group, an estimated $1.06M sold.
Based on aggregated 13F filings for Q4 2022.