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Westwood Holdings Group

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
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$346K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1
$7.56M
2
$5.81M
3
$4.58M
4
$4.47M
5
$4.24M
6
$4.1M
7
$3.17M
8
$2.47M
9
$2.24M
10
$1.86M
11
$1.76M
12
$1.22M
13
$1.06M
14
$1.02M
15
$990K
16
$851K
17
$752K
18
$686K
19
$550K
20
$493K
21
$295K
22
$262K
23
$259K
24
$214K
25
$193K