WESTWOOD HOLDINGS GROUP INC

Q4 2022 13F-HR Holdings

Location
Dallas, TX
Holdings as of
12/31/2022
Date filed
2/14/2023
Form type
13F-HR
Num holdings
557
Total value ($000)
$11,358,483
Net value change ($000)
+2,895,646 (34.2%)
New positions
176
Sold out positions
56
Turnover %
13.4%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Snapshot: Change Analysis

Compared to Q3 2022
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
ET 190,784 850.5%
LNG 171,602 9230.9%
TRGP 170,324 7038.2%
ENB 155,870 15103.7%
WMB 139,049 13526.2%
EPD 134,328 19812.4%
PBA 89,938 NEW
OKE 89,639 3144.1%
BIL 86,307 NEW
KMI 82,529 NEW
Top Reduces (Value $000, Stocks/ETFs)
SCHW -62,983 -77.6%
META -62,910 -86.7%
PNC -60,433 -99.6%
RNST -55,136 -100.0%
MNRL Sub Inc. -53,243 -100.0%
Altra Industrial Motion Corp. -52,949 -100.0%
CHCT -40,033 -100.0%
RPAY -37,718 -100.0%
DVN -27,986 -88.0%
CMCO -25,846 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type