Westwood Holdings Group Inc (NYSE:WHG)

57.53
Delayed Data
As of Feb 21
 +0.50 / +0.88%
Today’s Change
51.41
Today|||52-Week Range
71.00
-13.11%
Year-to-Date
Institutional investors purchased a net $57.0 thousand shares of WHG during the quarter ended December 2017, and now own 68.03% of the total float, a percentage that is typical for companies in the Investment Managers industry.
Mutual fund holders36.15%
Other institutional31.88%
Individual stakeholders21.93%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

12/31/2017CONESTOGA CAPITAL ADVISORS LLC  Bought 101.6 Thousand shares of Westwood Holdings Group I...
12/31/2017GOLDMAN SACHS ASSET MANAGEMENT L...  Bought 25.7 Thousand shares of Westwood Holdings Group I...
12/31/2017MARTINGALE ASSET MANAGEMENT LP  Bought 23.5 Thousand shares of Westwood Holdings Group I...

Top 10 Owners of Westwood Holdings Group Inc

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Conestoga Capital Advisors LLC8.20%728,43047,690,312+101,574+16.20%
Wells Capital Management, Inc.7.19%638,88741,827,932+9,042+1.44%
GAMCO Asset Management, Inc.6.27%556,99136,466,201-61,112-9.89%
BlackRock Fund Advisors6.06%538,29835,242,370+13,804+2.63%
Royce & Associates LP4.57%405,65026,557,906-27,040-6.25%
The Vanguard Group, Inc.3.96%352,14623,054,999+13,446+3.97%
Dimensional Fund Advisors LP3.54%314,44520,586,714+10,270+3.38%
Renaissance Technologies LLC2.95%262,00017,153,140+2,700+1.04%
Wellington Management Co. LLP2.24%199,32013,049,480-48,102-19.44%
Punch & Associates Investment Man...1.94%172,63611,302,479-13,968-7.49%

Top 10 Mutual Funds Holding Westwood Holdings Group Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Conestoga Small Cap Fund5.11%453,82129,711,661+65,350+16.82%
Wells Fargo Special Small Cap Val...4.24%376,72724,664,317+7,700+2.09%
Royce Pennsylvania Mutual Fund2.35%208,48113,649,251-24,219-10.41%
Vanguard Total Stock Market Index...2.13%189,36012,397,399+900+0.48%
iShares Russell 2000 ETF1.81%160,51510,508,917-1,350-0.83%
Hancock Horizon Burkenroad Small ...1.58%140,0009,165,80000.00%
ProShares Russell 2000 Dividend G...1.26%111,6897,312,279-722-0.64%
Vanguard Extended Market Index Fu...1.24%109,8247,190,177-501-0.45%
Brighthouse Small Cap Value Portf...1.15%102,3186,698,759-1,980-1.90%
DFA US Small Cap Portfolio1.10%97,8516,406,305+2,961+3.12%