Westwood Holdings Group Inc (NYSE:WHG)

58.82
Data as of Apr 17
 +0.22 / +0.38%
Today’s Change
40.47
Today|||52-Week Range
63.62
-4.99%
Year-to-Date
Institutional investors purchased a net $12.8 thousand shares of WHG during the quarter ended December 2013. This may signal that the smart money is gaining interest in this company as the 62.56% of shares outstanding that institutional investors hold is actually below the Investment Managers industry average.
Mutual fund holders32.43%
Other institutional30.13%
Individual stakeholders24.71%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

3/31/2014FENIMORE ASSET MANAGEMENT, INC.  Bought 5.1 Thousand shares of Westwood Holdings Group I...
2/28/2014SBAUER FUNDS LLC  Bought 3.5 Thousand shares of Westwood Holdings Group I...
3/31/2014STANLEY-LAMAN GROUP LTD.  Sold 10.6 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 LLC8.99%742,76046,563,624+45,198+6.48%
GAMCO Asset Management Inc.8.44%697,30043,713,737-60,100-7.94%
BlackRock Fund Advisors5.34%441,44027,673,874-7,542-1.68%
Conestoga Capital Advisors LLC5.09%420,14226,338,702-22,487-5.08%
Third Avenue Management LLC5.02%414,87726,008,63900.00%
Wellington Management Co. LLP2.77%228,54714,327,611+228,547--
Wells Capital Management, Inc.2.64%217,83513,656,076-32,585-13.01%
Zuckerman Investment Group LLC2.23%183,88811,527,939+4,696+2.62%
Dimensional Fund Advisors LP1.99%164,45310,309,559+2,072+1.28%
The Vanguard Group, Inc.1.98%163,68410,261,350+6,608+4.21%

Top 10 Mutual Funds Holding Westwood Holdings Group Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Royce Pennsylvania Mutual Fund4.75%392,33524,595,481+23,300+6.31%
Met Investors - Third Avenue Smal...3.82%315,62419,786,46900.00%
Conestoga Small Cap Fund3.30%272,50017,083,025+30,000+12.37%
Wells Fargo Advantage Special Sma...2.03%167,51210,501,327-17,900-9.65%
iShares Russell 2000 ETF1.44%119,2177,473,714+7,080+6.31%
Vanguard Total Stock Market Index...1.33%109,6926,876,591+16,690+17.95%
Transamerica Value Fund1.20%99,2536,222,17100.00%
Royce Micro Cap Fund1.06%87,3725,477,351-12,000-12.08%
Royce Dividend Value Fund0.95%78,4734,919,47200.00%
Royce Capital Fund - Micro Cap Po...0.88%72,5274,546,718+12,000+19.83%

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