Westwood Holdings Group
WHG
44 hedge funds and large institutions have $67.8M invested in Westwood Holdings Group in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 4 closing their positions.
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
18% more capital invested
Capital invested by funds: $57.2M → $67.8M (+$10.5M)
15% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 13
2% more funds holding
Funds holding: 43 → 44 (+1)
0.9% more ownership
Funds ownership: 50.48% → 51.38% (+0.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DLP
De Lisle Partners
Poole,
United Kingdom
|
+$500K |
| 2 |
Russell Investments Group
London,
United Kingdom
|
+$489K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$289K |
| 4 |
AI
Acuitas Investments
Seattle,
Washington
|
+$281K |
| 5 |
SEI Investments
Oaks,
Pennsylvania
|
+$180K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
-$689K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$165K |
| 3 |
Renaissance Technologies
New York
|
-$149K |
| 4 |
GCIA
Gabelli & Co Investment Advisers
Rye,
New York
|
-$134K |
| 5 |
WCM
Wallace Capital Management
Dallas,
Texas
|
-$124K |
WHG Hedge Fund Activity: Q3 2024 in Review
44 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Westwood Holdings Group (WHG) for Q3 2024, worth a combined $67.8M — up 18% from $57.2M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new WHG positions and 4 closed out — a net gain of 1 holder — while 15 added to existing stakes and 13 trimmed.
The largest buyer was De Lisle Partners, adding an estimated $500K. The largest seller was Luther King Capital Management (LKCM), cutting an estimated $689K.
- 44 institutional investors held Westwood Holdings Group (WHG) as of Q3 2024, up from 43 in Q2 2024.
- Funds reported $67.8M of Westwood Holdings Group stock for Q3 2024, up 18% quarter-over-quarter.
- 5 funds opened new Westwood Holdings Group positions in Q3 2024 and 4 closed out, a net change of +1 holder.
- The largest Westwood Holdings Group buyer in Q3 2024 was De Lisle Partners, an estimated $500K added.
- The largest Westwood Holdings Group seller in Q3 2024 was Luther King Capital Management (LKCM), an estimated $689K sold.
Based on aggregated 13F filings for Q3 2024.