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Westwood Holdings Group
WHG

Overview Fund Activity

45 hedge funds and large institutions have $57.8M invested in Westwood Holdings Group in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 9 reducing their positions, and 8 closing their positions.

Holders
45
Holders Change
-1
Holders Change %
-2.17%
% of All Funds
0.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
17
Reduced
9
Closed
8
Calls
$14K
Puts
$1K
Net Calls
+$13K
Net Calls Change
+$2K

Top Buyers

1
PCG
1
Prosperity Consulting Group
Maryland
$537K
2
Russell Investments Group
2
Russell Investments Group
United Kingdom
$2.99M
3
DLP
3
De Lisle Partners
United Kingdom
$368K
4
AI
4
Acuitas Investments
Washington
$1.67M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$183K

Top Sellers

1
Cerity Partners
1
Cerity Partners
New York
$0
2
DRZID
2
DePrince Race & Zollo Inc (DRZ)
Florida
$5.5M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$5.59M
4
Squarepoint
4
Squarepoint
New York
$0
5
HIM
5
Hillsdale Investment Management
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$7.05M 572,565 +152 +0%
GI
2
GAMCO Investors
Connecticut
$5.64M 458,000 +9,500 +2%
Renaissance Technologies
3
Renaissance Technologies
New York
$5.59M 453,648 -17,003 -4%
DRZID
4
DePrince Race & Zollo Inc (DRZ)
Florida
$5.5M 446,308 -18,611 -4%
Vanguard Group
5
Vanguard Group
Pennsylvania
$4.98M 404,387 – –
NSIM
6
North Star Investment Management
Illinois
$4.36M 353,837 +3,520 +1%
Russell Investments Group
7
Russell Investments Group
United Kingdom
$2.99M 242,324 +34,697 +17%
Luther King Capital Management (LKCM)
8
Luther King Capital Management (LKCM)
Texas
$2.94M 238,740 -5,000 -2%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$2.93M 238,104 +3,811 +2%
BlackRock
10
BlackRock
New York
$2.67M 217,103 -3,321 -2%
AI
11
Acuitas Investments
Washington
$1.67M 135,890 +15,354 +13%
GF
12
Gabelli Funds
New York
$1.29M 104,673 +5,127 +5%
ACM
13
Allred Capital Management
Texas
$1.28M 104,139 – –
AF
14
Aegis Financial
Virginia
$1.23M 100,002 – –
BCM
15
Bridgeway Capital Management
Texas
$954K 77,433 +1,575 +2%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$917K 74,399 -1,318 -2%
GAMC
17
Garner Asset Management Corp
Texas
$777K 63,067 +2,672 +4%
Bank of America
18
Bank of America
North Carolina
$706K 57,305 +5,495 +11%
PCG
19
Prosperity Consulting Group
Maryland
$537K 43,579 +43,579 New
Northern Trust
20
Northern Trust
Illinois
$369K 29,945 -1,631 -5%
DLP
21
De Lisle Partners
United Kingdom
$368K 29,684 +29,684 New
State Street
22
State Street
Massachusetts
$357K 28,613 – –
MAM
23
Marquette Asset Management
Minnesota
$317K 25,735 – –
LCS
24
Levin Capital Strategies
New York
$314K 25,508 – –
EF
25
Empowered Funds
Pennsylvania
$275K 22,281 +1,575 +8%
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