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Westwood Holdings Group
WHG

Overview Fund Activity

51 hedge funds and large institutions have $68.3M invested in Westwood Holdings Group in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 9 reducing their positions, and 2 closing their positions.

Holders
51
Holders Change
+7
Holders Change %
+15.91%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
20
Reduced
9
Closed
2
Calls
$23K
Puts
–
Net Calls
+$23K
Net Calls Change
+$23K

Top Buyers

1
PLC
1
Peapod Lane Capital
New York
$2.53M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$682K
3
AA
3
Ancora Advisors
Ohio
$348K
4
6CM
4
683 Capital Management
New York
$322K
5
GAMC
5
Garner Asset Management Corp
Texas
$2.01M

Top Sellers

1
AI
1
Acuitas Investments
Washington
$0
2
DRZID
2
DePrince Race & Zollo Inc (DRZ)
Florida
$4.76M
3
Russell Investments Group
3
Russell Investments Group
United Kingdom
$2.77M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$5.44M
5
GF
5
Gabelli Funds
New York
$1.26M
Name Market Value Shares Shares
Change 		Shares
Change %
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$8.74M 585,843 +1,725 +0.3%
GI
2
GAMCO Investors
Connecticut
$6.48M 446,700 – –
Renaissance Technologies
3
Renaissance Technologies
New York
$6.1M 420,128 -12,204 -3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$5.44M 375,157 -29,230 -7%
NSIM
5
North Star Investment Management
Illinois
$5.25M 361,996 +3,018 +0.8%
DRZID
6
DePrince Race & Zollo Inc (DRZ)
Florida
$4.76M 327,929 -129,334 -28%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$3.75M 258,805 +9,992 +4%
BlackRock
8
BlackRock
New York
$3.24M 223,026 +7,420 +3%
Russell Investments Group
9
Russell Investments Group
United Kingdom
$2.77M 190,896 -89,439 -32%
Luther King Capital Management (LKCM)
10
Luther King Capital Management (LKCM)
Texas
$2.68M 184,990 – –
PLC
11
Peapod Lane Capital
New York
$2.53M 174,546 +174,546 New
GAMC
12
Garner Asset Management Corp
Texas
$2.01M 140,753 +14,427 +11%
ACM
13
Allred Capital Management
Texas
$1.51M 103,873 – –
AF
14
Aegis Financial
Virginia
$1.45M 100,002 – –
GF
15
Gabelli Funds
New York
$1.26M 86,811 -13,500 -13%
BCM
16
Bridgeway Capital Management
Texas
$1.17M 80,812 +553 +0.7%
DLP
17
De Lisle Partners
United Kingdom
$1.07M 72,921 +4,241 +6%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$956K 65,830 +275 +0.4%
Bank of America
19
Bank of America
North Carolina
$883K 60,875 +616 +1%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$682K 47,027 +24,481 +109%
Northern Trust
21
Northern Trust
Illinois
$545K 37,570 +8,562 +30%
State Street
22
State Street
Massachusetts
$443K 30,213 +1,600 +6%
EF
23
Empowered Funds
Pennsylvania
$384K 26,460 +1,353 +5%
MAM
24
Marquette Asset Management
Minnesota
$373K 25,735 – –
LCS
25
Levin Capital Strategies
New York
$370K 25,508 – –
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