WHG - Westwood Holdings Group Inc Stock Price, Fair Value and News
12.34USD+0.07 (+0.57%)Delayed as of 17 May 2024, 11:54 am ET
Which funds bought or sold WHG recently?
Which funds are the top buyers of WHG?
| Fund Name | # Shares | $ Value | % Port. |
|---|---|---|---|
| Allspring Global Investments Holdings, LLC | 572,565 | 7,054,000 | 0.01% |
| GAMCO INVESTORS, INC. ET AL | 458,000 | 5,642,560 | 0.06% |
| RENAISSANCE TECHNOLOGIES LLC | 453,648 | 5,589,000 | 0.01% |
| DEPRINCE RACE & ZOLLO INC | 446,308 | 5,498,520 | 0.12% |
| VANGUARD GROUP INC | 404,387 | 4,982,050 | - |
| North Star Investment Management Corp. | 353,837 | 4,359,280 | 0.31% |
| Russell Investments Group, Ltd. | 242,324 | 2,985,430 | - |
| KING LUTHER CAPITAL MANAGEMENT CORP | 238,740 | 2,941,280 | 0.01% |
| DIMENSIONAL FUND ADVISORS LP | 238,104 | 2,933,440 | - |
| BlackRock Inc. | 217,103 | 2,674,710 | - |
Which funds have put a big percent of portfolio in WHG?
| Fund Name | $ Value | % Port. |
|---|---|---|
| AEGIS FINANCIAL CORP | 1,232,020 | 1.05% |
| Acuitas Investments, LLC | 1,674,160 | 0.84% |
| Allred Capital Management, LLC | 1,282,990 | 0.50% |
| Garner Asset Management Corp | 713,561 | 0.35% |
| North Star Investment Management Corp. | 4,359,280 | 0.31% |
| DEPRINCE RACE & ZOLLO INC | 5,498,520 | 0.12% |
| De Lisle Partners LLP | 367,784 | 0.09% |
| Prosperity Consulting Group, LLC | 536,893 | 0.07% |
| Marquette Asset Management, LLC | 317,056 | 0.06% |
| GAMCO INVESTORS, INC. ET AL | 5,642,560 | 0.06% |
Trend of No. of funds that hold WHG
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
| Fund Name | $ Bought |
|---|---|
| Prosperity Consulting Group, LLC | 536,893 |
| De Lisle Partners LLP | 367,784 |
| EA Series Trust | 217,694 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 183,088 |
| SpiderRock Advisors, LLC | 143,634 |
| IFP Advisors, Inc | 5,304 |
| Cullen/Frost Bankers, Inc. | 1,639 |
| Tower Research Capital LLC (TRC) | 74.00 |
Additions
| Fund Name | % Increased |
|---|---|
| Garner Asset Management Corp | 352 |
| Empowered Funds, LLC | 115 |
| MORGAN STANLEY | 113 |
| UBS Group AG | 70.51 |
| Connor, Clark & Lunn Investment Management Ltd. | 24.08 |
| Arete Wealth Advisors, LLC | 17.19 |
| Russell Investments Group, Ltd. | 16.71 |
| WELLS FARGO & COMPANY/MN | 14.67 |
Reductions
| Fund Name | % Reduced |
|---|---|
| CITADEL ADVISORS LLC | -43.58 |
| JPMORGAN CHASE & CO | -21.75 |
| Parametric Portfolio Associates LLC | -8.18 |
| NORTHERN TRUST CORP | -5.17 |
| DEPRINCE RACE & ZOLLO INC | -4.00 |
| RENAISSANCE TECHNOLOGIES LLC | -3.61 |
| FMR LLC | -2.94 |
| KING LUTHER CAPITAL MANAGEMENT CORP | -2.05 |
Sold off
| Fund Name | $ Sold |
|---|---|
| Cerity Partners LLC | -257,936 |
| Squarepoint Ops LLC | -182,177 |
| Hillsdale Investment Management Inc. | -165,924 |
| Bank of New York Mellon Corp | -144,600 |
| TWO SIGMA ADVISERS, LP | -131,985 |
| Assenagon Asset Management S.A. | -127,020 |
| NewEdge Advisors, LLC | -17,622 |
| BARCLAYS PLC | -14,000 |