Westwood Holdings Group Inc (NYSE:WHG)

58.87
Delayed Data
As of Apr 20
 +1.16 / +2.01%
Today’s Change
52.15
Today|||52-Week Range
71.00
-11.09%
Year-to-Date
Institutional investors purchased a net $82.8 thousand shares of WHG during the quarter ended December 2017, and now own 67.24% of the total float, a percentage that is typical for companies in the Investment Managers industry.
Mutual fund holders36.77%
Other institutional30.47%
Individual stakeholders22.62%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

3/31/2018HENDERSHOT INVESTMENTS, INC.  Bought 10.0 Thousand shares of Westwood Holdings Group I...
3/31/2018STATE TEACHERS RETIREMENT SYSTEM...  Bought 1.9 Thousand shares of Westwood Holdings Group I...
1/31/2018KLP KAPITALFORVALTNING AS  Bought 1.2 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 LLC8.11%728,43041,149,011+101,574+16.20%
Wells Capital Management, Inc.7.11%638,88736,090,727+9,042+1.44%
GAMCO Asset Management, Inc.6.20%556,99131,464,422-61,112-9.89%
BlackRock Fund Advisors5.99%538,29830,408,454+13,804+2.63%
Royce & Associates LP4.51%405,65022,915,169-27,040-6.25%
The Vanguard Group, Inc.3.92%352,14619,892,728+13,446+3.97%
Dimensional Fund Advisors LP3.50%314,44517,762,998+10,270+3.38%
Renaissance Technologies LLC2.92%262,00014,800,380+2,700+1.04%
Wellington Management Co. LLP2.22%199,32011,259,587-48,102-19.44%
Punch & Associates Investment Man...1.92%172,6369,752,208-13,968-7.49%

Top 10 Mutual Funds Holding Westwood Holdings Group Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Conestoga Small Cap Fund5.39%484,32127,359,293+16,600+3.55%
Wells Fargo Special Small Cap Val...4.37%392,88522,194,074+16,158+4.29%
Vanguard Total Stock Market Index...2.11%189,49210,704,40300.00%
iShares Russell 2000 ETF1.82%163,0819,212,446+540+0.33%
Royce Total Return Fund1.79%160,5299,068,283+86,200+115.97%
Hancock Horizon Burkenroad Small ...1.56%140,0007,908,60000.00%
ProShares Russell 2000 Dividend G...1.34%120,0486,781,51200.00%
Vanguard Extended Market Index Fu...1.19%107,0016,044,486-2,907-2.64%
Brighthouse Small Cap Value Portf...1.14%102,3185,779,944-1,980-1.90%
DFA US Small Cap Portfolio1.09%97,8515,527,603+2,961+3.12%