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Westwood Holdings Group Inc (NYSE:WHG)

67.20
Delayed Data
As of Nov 22
 0.00 / 0.00%
Today’s Change
51.41
Today|||52-Week Range
71.00
+12.02%
Year-to-Date
Institutional investors hold 67.59% 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.
Mutual fund holders35.18%
Other institutional32.41%
Individual stakeholders22.08%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

9/30/2017CONESTOGA CAPITAL ADVISORS LLC  Bought 69.4 Thousand shares of Westwood Holdings Group I...
9/30/2017WESTWOOD MANAGEMENT CORP. (TEXAS...  Bought 63.8 Thousand shares of Westwood Holdings Group I...
9/30/2017THE VANGUARD GROUP, INC.  Bought 20.0 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.7.09%629,84540,876,941-142-0.02%
Conestoga Capital Advisors LLC7.06%626,85640,682,954+69,370+12.44%
GAMCO Asset Management, Inc.6.96%618,10340,114,885-4,800-0.77%
BlackRock Fund Advisors5.90%524,49434,039,661-2-0.00%
Royce & Associates LP4.87%432,69028,081,581-2,711-0.62%
The Vanguard Group, Inc.3.81%338,70021,981,630+20,025+6.28%
Dimensional Fund Advisors LP3.42%304,17519,740,958+15,964+5.54%
Renaissance Technologies LLC2.92%259,30016,828,570-1,300-0.50%
Wellington Management Co. LLP2.79%247,42216,057,688+18+0.01%
Punch & Associates Investment Man...2.10%186,60412,110,600+1,774+0.96%

Top 10 Mutual Funds Holding Westwood Holdings Group Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Conestoga Small Cap Fund4.37%388,47125,211,768+33,000+9.28%
Wells Fargo Special Small Cap Val...4.15%369,02723,949,85200.00%
Royce Pennsylvania Mutual Fund2.62%232,70015,102,23000.00%
Vanguard Total Stock Market Index...2.09%185,71312,052,774+656+0.35%
iShares Russell 2000 ETF1.92%170,18811,045,201-928-0.54%
Hancock Horizon Burkenroad Small ...1.58%140,0009,086,00000.00%
ProShares Russell 2000 Dividend G...1.38%122,2567,934,41400.00%
Vanguard Extended Market Index Fu...1.23%109,5527,109,925+1,915+1.78%
Brighthouse Small Cap Value Portf...1.17%104,2986,768,94000.00%
DFA US Small Cap Portfolio1.07%94,8906,158,361+6,406+7.24%