13F-HR: Westwood Holdings Group Inc. Discloses Q1 2024 13F Holdings

Westwood Holdings Group Inc. reports \$12.63 billion in total value of holdings across 460 positions as of March 31, 2024.

Summary

• Westwood Holdings Group Inc. filed its Form 13F holdings report for the quarter ended March 31, 2024.
• The report includes holdings from Westwood Holdings Group Inc. and four other included managers.
• The total value of the holdings reported is approximately \$12,629,770,000.
• The report lists 460 positions held by the firm.
• The largest holdings include Abbott Labs with a value of \$137,849,000 and 1,212,815 shares, and JPMorgan Chase & Co with a value of \$183,347,000 and 915,363 shares.

Sentiment

Score: 7

Explanation: The document is a routine regulatory filing, indicating stability and transparency. The large portfolio size suggests a well-established firm, contributing to a moderately positive sentiment.

Positives

• The filing provides a comprehensive overview of Westwood Holdings Group Inc.'s investment portfolio.
• The report includes a detailed list of holdings, offering transparency into the firm's investment strategies.
• The large number of holdings (460) suggests a well-diversified portfolio.

Industry Context

Form 13F filings are a standard requirement for institutional investment managers with over \$100 million in assets under management, providing transparency into their holdings and investment strategies. This filing allows investors and the public to understand the positions held by Westwood Holdings Group Inc. and compare them to other investment firms.

Comparison to Industry Standards

• Comparing Westwood Holdings Group's portfolio to other firms requires analyzing similar 13F filings.
• For example, a comparable asset manager might have a larger allocation to technology stocks or a different mix of debt versus equity.
• Analyzing the concentration of holdings and comparing sector allocations to benchmarks like the S&P 500 can provide insights into Westwood's investment strategy relative to industry peers.

Stakeholder Impact

• Shareholders can use this information to understand the investment strategy of Westwood Holdings Group Inc.
• The holdings data can influence market perceptions and potentially impact the stock prices of the held companies.

Key Dates