Westwood Holdings Group Inc (NYSE:WHG)

59.38
Delayed Data
As of 9:50am ET
 -0.42 / -0.70%
Today’s Change
51.30
Today|||52-Week Range
68.10
-3.95%
Year-to-Date
Institutional investors hold 63.18% 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.
Other institutional32.15%
Mutual fund holders31.02%
Individual stakeholders23.83%

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 LLC9.23%766,56247,894,794-20,100-2.56%
GAMCO Asset Management, Inc.7.61%632,41839,513,477-11,317-1.76%
Conestoga Capital Advisors LLC6.38%530,17733,125,459-29,894-5.34%
BlackRock Fund Advisors5.75%477,81229,853,694+39,846+9.10%
Wellington Management Co. LLP4.99%414,89825,922,827+14,500+3.62%
The Vanguard Group, Inc.3.23%268,67816,787,001+5,660+2.15%
Wells Capital Management, Inc.2.91%242,05815,123,784-7,378-2.96%
Dimensional Fund Advisors LP2.25%186,76111,668,827+5,124+2.82%
Zuckerman Investment Group LLC2.16%179,49611,214,910-3,227-1.77%
Renaissance Technologies LLC1.69%140,1798,758,384+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 Fund4.88%405,03525,306,587+12,700+3.24%
Conestoga Small Cap Fund2.98%247,37515,455,99000.00%
Wells Fargo Advantage Special Sma...1.83%151,6129,472,71800.00%
Vanguard Total Stock Market Index...1.53%127,1767,945,956+2,784+2.24%
iShares Russell 2000 ETF1.47%122,2057,635,368-4,175-3.30%
MetLife Small Cap Value Portfolio1.42%118,2007,385,136-197,424-62.55%
Royce Dividend Value Fund0.95%78,4734,902,99300.00%
DFA US Micro Cap Portfolio0.80%66,8044,173,91400.00%
Royce Micro Cap Fund0.80%66,2724,140,675-21,100-24.15%
British Columbia Inv Management C...0.79%65,7324,106,935+65,732--

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