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Westwood Holdings Group
WHG

Overview Fund Activity

43 hedge funds and large institutions have $57.2M invested in Westwood Holdings Group in 2024 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 12 increasing their positions, 14 reducing their positions, and 3 closing their positions.

Holders
43
Holders Change
-2
Holders Change %
-4.44%
% of All Funds
0.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
12
Reduced
14
Closed
3
Calls
$7K
Puts
$1K
Net Calls
+$6K
Net Calls Change
-$7K

Top Buyers

1
GAMC
1
Garner Asset Management Corp
Texas
$1.42M
2
DRZID
2
DePrince Race & Zollo Inc (DRZ)
Florida
$5.59M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$2.97M
4
UBS Group
4
UBS Group
Switzerland
$49.4K
5
BCM
5
Bridgeway Capital Management
Texas
$963K

Top Sellers

1
PCG
1
Prosperity Consulting Group
Maryland
$324K
2
SA
2
SpiderRock Advisors
Delaware
$0
3
GI
3
GAMCO Investors
Connecticut
$5.45M
4
Jane Street
4
Jane Street
New York
$0
5
Renaissance Technologies
5
Renaissance Technologies
New York
$5.41M
Name Market Value Shares Shares
Change 		Shares
Change %
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$6.96M 571,438 -1,127 -0.2%
DRZID
2
DePrince Race & Zollo Inc (DRZ)
Florida
$5.59M 459,320 +13,012 +3%
GI
3
GAMCO Investors
Connecticut
$5.45M 447,065 -10,935 -2%
Renaissance Technologies
4
Renaissance Technologies
New York
$5.41M 443,951 -9,697 -2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$4.93M 404,387 – –
NSIM
6
North Star Investment Management
Illinois
$4.31M 353,857 +20 +0%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$2.97M 243,897 +5,793 +2%
Russell Investments Group
8
Russell Investments Group
United Kingdom
$2.95M 242,220 -104 -0%
Luther King Capital Management (LKCM)
9
Luther King Capital Management (LKCM)
Texas
$2.91M 238,740 – –
BlackRock
10
BlackRock
New York
$2.62M 215,011 -2,092 -1%
AI
11
Acuitas Investments
Washington
$1.66M 136,678 +788 +0.6%
GAMC
12
Garner Asset Management Corp
Texas
$1.42M 116,937 +53,870 +85%
GF
13
Gabelli Funds
New York
$1.28M 105,373 +700 +0.7%
ACM
14
Allred Capital Management
Texas
$1.27M 104,139 – –
AF
15
Aegis Financial
Virginia
$1.22M 100,002 – –
BCM
16
Bridgeway Capital Management
Texas
$963K 79,053 +1,620 +2%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$861K 70,682 -3,717 -5%
Bank of America
18
Bank of America
North Carolina
$690K 56,683 -622 -1%
Northern Trust
19
Northern Trust
Illinois
$360K 29,517 -428 -1%
DLP
20
De Lisle Partners
United Kingdom
$359K 29,684 – –
State Street
21
State Street
Massachusetts
$353K 28,613 – –
PCG
22
Prosperity Consulting Group
Maryland
$324K 26,608 -16,971 -39%
MAM
23
Marquette Asset Management
Minnesota
$313K 25,735 – –
LCS
24
Levin Capital Strategies
New York
$311K 25,508 – –
EF
25
Empowered Funds
Pennsylvania
$291K 23,901 +1,620 +7%
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