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Westwood Holdings Group Inc (NYSE:WHG)

63.95
Delayed Data
As of 10:50am ET
 +0.56 / +0.88%
Today’s Change
49.90
Today|||52-Week Range
64.00
+6.60%
Year-to-Date
Institutional investors purchased a net $230.1 thousand shares of WHG during the quarter ended June 2017. This may signal that the smart money is gaining interest in this company as the 65.76% of shares outstanding that institutional investors hold is actually below the Investment Managers industry average.
Mutual fund holders35.26%
Other institutional30.51%
Individual stakeholders22.27%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

6/30/2017PROSHARE ADVISORS LLC  Bought 133.2 Thousand shares of Westwood Holdings Group I...
6/30/2017CONESTOGA CAPITAL ADVISORS LLC  Bought 32.1 Thousand shares of Westwood Holdings Group I...
6/30/2017THE VANGUARD GROUP, INC.  Bought 19.8 Thousand shares of Westwood Holdings Group I...

Top 10 Owners of Westwood Holdings Group Inc

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Wells Capital Management, Inc.7.08%629,98738,511,105+6,892+1.11%
GAMCO Asset Management, Inc.7.00%622,90338,078,06000.00%
Conestoga Capital Advisors LLC6.27%557,48634,079,119+32,060+6.10%
BlackRock Fund Advisors5.90%524,49632,062,440+2,767+0.53%
Royce & Associates LP4.90%435,40126,616,063-6,485-1.47%
The Vanguard Group, Inc.3.77%334,92420,473,904+19,756+6.27%
Dimensional Fund Advisors LP3.24%288,21117,618,338+13,297+4.84%
Renaissance Technologies LLC2.93%260,60015,930,478-22,400-7.92%
Wellington Management Co. LLP2.78%247,40415,123,807-700-0.28%
Punch & Associates Investment Man...2.08%184,83011,298,658+94+0.05%

Top 10 Mutual Funds Holding Westwood Holdings Group Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Wells Fargo Special Small Cap Val...4.15%369,02722,558,62100.00%
Conestoga Small Cap Fund4.00%355,47121,729,942+35,000+10.92%
Royce Pennsylvania Mutual Fund2.62%232,70014,224,951-11,785-4.82%
Vanguard Total Stock Market Index...2.08%185,05711,312,534+5,644+3.15%
iShares Russell 2000 ETF1.81%161,0139,842,725+1,830+1.15%
Hancock Horizon Burkenroad Small ...1.57%140,0008,558,20000.00%
ProShares Russell 2000 Dividend G...1.53%135,6348,291,30600.00%
Vanguard Extended Market Index Fu...1.21%107,6376,579,850+567+0.53%
Brighthouse Small Cap Value Portf...1.17%104,2986,375,73700.00%
DFA US Small Cap Portfolio1.00%88,4845,409,027+10,069+12.84%