13F-HR: Westwood Holdings Group Discloses $23.7 Billion in Holdings in Latest 13F Filing

Westwood Holdings Group's latest 13F filing reveals a total of $23.7 billion in managed assets across 469 holdings as of September 30, 2024.

Summary

• Westwood Holdings Group has filed its 13F holdings report for the quarter ended September 30, 2024.
• The report details 469 holdings with a total value of $23,718,035,000.
• The filing includes holdings managed by Westwood Holdings Group and four other included managers.
• The other included managers are Westwood Management Corp, Westwood Trust, Westwood Advisors, L.L.C., and Broadmark Asset Management LLC.

Sentiment

Score: 7

Explanation: The document is a routine regulatory filing, so the sentiment is neutral to slightly positive due to the transparency it provides.

Positives

• The report provides a comprehensive overview of Westwood Holdings Group's investment portfolio.
• The inclusion of multiple managers provides a detailed view of the firm's overall investment strategy.

Management Comments

• John A. Ehinger, Chief Compliance Officer and Head of Legal, signed the report on behalf of Westwood Holdings Group.

Industry Context

This 13F filing is a standard quarterly report required by the SEC for institutional investment managers, providing transparency into their holdings and investment strategies. It allows investors and the public to understand the positions of major investment firms.

Comparison to Industry Standards

• The filing is consistent with standard 13F reporting requirements for institutional investment managers.
• The number of holdings and total value are within the expected range for a firm of Westwood's size.
• The inclusion of multiple managers is common for larger investment groups with various strategies.

Stakeholder Impact

• The filing provides transparency to shareholders and the public regarding Westwood's investment positions.
• The information may influence investment decisions by other market participants.

Key Dates

Keywords

13F filing, institutional investment, asset management, portfolio holdings, Westwood Holdings Group, investment managers