Westwood Holdings Group
WHG
WHG
41 hedge funds and large institutions have $51.9M invested in Westwood Holdings Group in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 18 reducing their positions, and 3 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more funds holding in top 10
Funds holding in top 10: →
less ownership
Funds ownership: →
18% less capital invested
Capital invested by funds: $63.3M → $51.9M (-$11.4M)
39% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 18
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $346K
Holders
41
Holding in Top 10
1
Calls
–
Puts
$346K
Top Buyers
| 1 | +$851K | |
| 2 | +$173K | |
| 3 | +$160K | |
| 4 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
+$147K |
| 5 |
GAMC
Garner Asset Management Corp
Plano,
Texas
|
+$135K |
Top Sellers
| 1 | -$639K | |
| 2 | -$174K | |
| 3 | -$149K | |
| 4 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$71.8K |
| 5 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$44.7K |