Westwood Holdings Group Inc (NYSE:WHG)

61.61
Delayed Data
As of Mar 05
 -0.63 / -1.01%
Today’s Change
51.30
Today|||52-Week Range
68.10
-0.34%
Year-to-Date
Institutional investors hold 63.33% of WHG's outstanding shares This is below the norm for stocks in the Investment Managers industry and implies that this is not a key holding for them.
Mutual fund holders33.42%
Other institutional29.90%
Individual stakeholders23.89%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

12/31/2014BLACKROCK FUND ADVISORS  Bought 39.8 Thousand shares of Westwood Holdings Group I...
12/31/2014PUNCH & ASSOCIATES INVESTMENT MA...  Bought 28.1 Thousand shares of Westwood Holdings Group I...
12/31/2014MORGAN STANLEY & CO. LLC  Bought 17.5 Thousand shares of Westwood Holdings Group I...

Top 10 Owners of Westwood Holdings Group Inc

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Royce & Associates LLC9.25%766,56245,219,492-20,100-2.56%
GAMCO Asset Management, Inc.7.63%632,41837,306,338-11,317-1.76%
Conestoga Capital Advisors LLC6.40%530,17731,275,141-29,894-5.34%
BlackRock Fund Advisors5.77%477,81228,186,130+39,846+9.10%
Wellington Management Co. LLP5.01%414,89824,474,833+14,500+3.62%
The Vanguard Group, Inc.3.24%268,67815,849,315+5,660+2.15%
Wells Capital Management, Inc.2.92%242,05814,279,001-7,378-2.96%
Dimensional Fund Advisors LP2.25%186,76111,017,031+5,124+2.82%
Zuckerman Investment Group LLC2.17%179,49610,588,469-3,227-1.77%
Renaissance Technologies LLC1.69%140,1798,269,159+7,679+5.80%

Top 10 Mutual Funds Holding Westwood Holdings Group Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Royce Pennsylvania Mutual Fund4.89%405,03523,893,015+12,700+3.24%
MetLife Small Cap Value Portfolio3.81%315,62418,618,66000.00%
Conestoga Small Cap Fund2.99%247,37514,592,651-225-0.09%
Wells Fargo Advantage Special Sma...1.83%151,6128,943,592-3,800-2.45%
Vanguard Total Stock Market Index...1.50%124,3927,337,88400.00%
iShares Russell 2000 ETF1.47%122,2057,208,873-4,175-3.30%
Royce Dividend Value Fund0.95%78,4734,629,12200.00%
DFA US Micro Cap Portfolio0.81%66,8043,940,76800.00%
Royce Micro Cap Fund0.80%66,2723,909,385-21,100-24.15%
British Columbia Inv Management C...0.79%65,7323,877,531+65,732--

To view my watchlist

Not a member yet?

Sign up now for a free account