Westwood Holdings Group Inc (NYSE:WHG)

Data as of 9:45am ET
 -0.37 / -0.62%
Today’s Change
Today|||52-Week Range
Institutional investors hold 65.38% 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 holders33.50%
Other institutional31.88%
Individual stakeholders24.28%

Largest Quarterly Institutional

Latest Institutional Activity

9/30/2014WELLINGTON MANAGEMENT CO. LLP  Bought 68.5 Thousand shares of Westwood Holdings Group I...
9/30/2014WELLS CAPITAL MANAGEMENT, INC.  Bought 38.4 Thousand shares of Westwood Holdings Group I...
9/30/2014MENTA CAPITAL LLC  Bought 18.8 Thousand shares of Westwood Holdings Group I...

Top 10 Owners of Westwood Holdings Group Inc

Total value ($)Shares
bought / sold
Royce & Associates LLC9.49%786,66246,877,189-8,500-1.07%
GAMCO Asset Management Inc.7.77%643,73538,360,169-13,400-2.04%
Conestoga Capital Advisors LLC6.76%560,07133,374,631+4,560+0.82%
BlackRock Fund Advisors5.28%437,96626,098,394-15,082-3.33%
Wellington Management Co. LLP4.83%400,39823,859,717+68,480+20.63%
Third Avenue Management LLC3.81%315,62418,808,034-99,253-23.92%
The Vanguard Group, Inc.3.17%263,01815,673,243+10,827+4.29%
Wells Capital Management, Inc.3.01%249,43614,863,891+38,414+18.20%
Zuckerman Investment Group LLC2.21%182,72310,888,464-730-0.40%
Dimensional Fund Advisors LP2.19%181,63710,823,749+5,443+3.09%

Top 10 Mutual Funds Holding Westwood Holdings Group Inc

Mutual fundStakeShares
Total value ($)Shares
bought / sold
Royce Pennsylvania Mutual Fund4.73%392,33523,379,24300.00%
MetLife Small Cap Value Portfolio3.81%315,62418,808,03400.00%
Conestoga Small Cap Fund3.29%272,40016,232,31600.00%
Wells Fargo Advantage Special Sma...1.88%155,4129,261,001-1,400-0.89%
Vanguard Total Stock Market Index...1.50%124,3927,412,51900.00%
iShares Russell 2000 ETF1.43%118,3557,052,774+7,725+6.98%
Royce Micro Cap Fund1.05%87,3725,206,49700.00%
Royce Dividend Value Fund0.95%78,4734,676,20600.00%
Royce Capital Fund - Micro Cap Po...0.88%72,5274,321,88400.00%
DFA US Micro Cap Portfolio0.81%66,8043,980,85000.00%

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