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Westwood Holdings Group Inc (NYSE:WHG)

56.90
Delayed Data
As of May 27
 +0.32 / +0.57%
Today’s Change
41.40
Today|||52-Week Range
63.24
+9.23%
Year-to-Date
Institutional investors purchased a net $124.3 thousand shares of WHG during the quarter ended March 2016. This may signal that the smart money is gaining interest in this company as the 63.53% of shares outstanding that institutional investors hold is actually below the Investment Managers industry average.
Other institutional32.02%
Mutual fund holders31.51%
Individual stakeholders22.83%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

3/31/2016WHITNEY BANK (INVESTMENT MANAGEM...  Bought 147.3 Thousand shares of Westwood Holdings Group I...
3/31/2016CONESTOGA CAPITAL ADVISORS LLC  Bought 118.7 Thousand shares of Westwood Holdings Group I...
3/31/2016FENIMORE ASSET MANAGEMENT, INC.  Bought 23.9 Thousand shares of Westwood Holdings Group I...

Top 10 Owners of Westwood Holdings Group Inc

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
GAMCO Asset Management, Inc.7.16%627,46536,110,611-3,553-0.56%
Royce & Associates LLC6.80%595,83634,290,362-120,439-16.81%
Conestoga Capital Advisors LLC6.54%572,83132,966,424+118,746+26.15%
Wells Capital Management, Inc.5.54%485,55427,943,633+8,289+1.74%
BlackRock Fund Advisors5.35%468,24826,947,672-25,764-5.22%
Wellington Management Co. LLP4.38%383,76922,085,906-29,427-7.12%
The Vanguard Group, Inc.2.94%257,55614,822,348+17,494+7.29%
Dimensional Fund Advisors LP2.48%217,51212,517,816+7,326+3.49%
Renaissance Technologies LLC2.15%188,40010,842,420-6,400-3.29%
Punch & Associates Investment Man...1.69%148,3778,539,096-6,310-4.08%

Top 10 Mutual Funds Holding Westwood Holdings Group Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Royce Pennsylvania Mutual Fund3.84%336,23519,350,324-26,700-7.36%
Conestoga Small Cap Fund2.93%256,57114,765,661+10,396+4.22%
Wells Fargo Special Small Cap Val...2.27%198,81211,441,63100.00%
Hancock Horizon Burkenroad Small ...1.60%140,0008,057,000+140,000--
Vanguard Total Stock Market Index...1.59%139,4308,024,197+1,406+1.02%
MetLife Small Cap Value Portfolio1.56%136,1887,837,61900.00%
iShares Russell 2000 ETF1.39%121,8677,013,446+1,863+1.55%
Columbia Active Portfolios Multi ...1.21%105,7006,083,03500.00%
British Columbia Inv Management C...1.02%89,0325,123,792+23,300+35.45%
Royce Total Return Fund0.98%86,1294,956,724+40,234+87.67%