Westwood Global Investments: Analyzing Q3 vs Q4 2022 13F Holdings

As an investor, staying up-to-date on market trends and insights is essential. One crucial aspect of tracking the market is monitoring the holdings of top investors to help guide investment decisions. In this article, we will analyze the third and fourth quarter 2022 13F holdings by Westwood Global Investments, a prominent investment firm.

In the Q3 and Q4 13F filings, Westwood Global Investments reported changes in holdings across various companies. Let's take a closer look at some of these companies and the shifts in holdings.

Tenaris S A, a leading supplier of steel tubes to the energy industry, experienced a small decline in holdings from 8,843,298 shares to 8,801,084 shares. However, the value of these shares increased from $228,511,000 to $309,446,000, an impressive 35.4% jump.

Itau Unibanco Hldg S A, the largest financial conglomerate in the Southern Hemisphere, saw a 2.2 % increase in shares held from 56,062,932 to 62,873,797, valued at $289,845,000 and $296,135,000, respectively.

Similarly, America Movil SAB de CV, a leading provider of telecommunication services in Latin America, experienced a modest decrease from 15,554,848 shares to 15,485,917 shares, but the total value of these shares increased by 10%, from $256,188,000 to $281,843,000.

On the other hand, Ambev SA, a Brazilian brewing company, experienced a decline in shares held from 101,828,040 to 101,335,539 and a decrease in value from $288,173,000 to $275,632,000, or 4.4%.

Credicorp Ltd, a Peruvian conglomerate holding firm with interests in banking, insurance, and pension funds administration, experienced a 9.9% increase in the value of shares held, from $201,602,000 in Q3 to $221,624,000 in Q4. Another interesting fact is that Westwood Global Investment maintained the same number of shares held, indicating their confidence in the company's performance.

Compania de Minas Buenaventue, Peru's largest publicly-traded precious metals company, held steady at 13,794,639 shares, valued at $92,838,000 in Q3 and $102,293,000 in Q4, a 10.2% increase in value of holdings.

Shell, Check Point Software Tech LT, and HDFC Bank Ltd also maintained the same number of shares held, indicating confidence in their performance.

BHP Group LTD experienced a 24% increase in the value of shares held, from $32,437,000 in Q3 to $40,222,000 in Q4. Meanwhile, Vodafone Group PLC had a Q3 to Q4 change of -10.7%, with a value of shares held dropping from $31,728,000 to $28,339,000.

Adecoagro S A and Geopark Ltd. maintained the same number of shares held by Westwood Global Investments, indicating a neutral outlook. However, Greentree Hospitality witnessed a 9.4 % increase in the value of shares held, from $2,981,000 to $3,261,000.

Overall, Westwood Global Investments made significant changes, both positive and negative, in their Q3 to Q4 2022 13F filings. Based on these filings, investors can monitor the performance of these companies and make informed investment decisions.

In conclusion, tracking 13F filings from top investment firms, like Westwood Global Investments, allows investors to stay informed about market trends and shifts in holdings that can provide insights and guide investment strategies.