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Westwood Holdings Group Inc (NYSE:WHG)

63.31
Delayed Data
As of Dec 09
 -0.29 / -0.46%
Today’s Change
41.40
Today|||52-Week Range
63.99
+21.54%
Year-to-Date
Institutional investors hold 61.64% 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 holders31.23%
Other institutional30.42%
Individual stakeholders22.59%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

9/30/2016WELLS CAPITAL MANAGEMENT, INC.  Bought 52.4 Thousand shares of Westwood Holdings Group I...
9/30/2016DEPRINCE, RACE & ZOLLO, INC.  Bought 43.1 Thousand shares of Westwood Holdings Group I...
9/30/2016RENAISSANCE TECHNOLOGIES LLC  Bought 31.2 Thousand shares of Westwood Holdings Group I...

Top 10 Owners of Westwood Holdings Group Inc

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
GAMCO Asset Management, Inc.7.09%623,66632,149,982-299-0.05%
Royce & Associates LP6.23%547,93628,246,101-51,900-8.65%
Wells Capital Management, Inc.6.19%544,83728,086,347+52,389+10.64%
Conestoga Capital Advisors LLC5.56%489,27125,221,920+12,965+2.72%
BlackRock Fund Advisors5.42%476,91324,584,865+5,064+1.07%
Wellington Management Co. LLP3.40%299,49715,439,070-20,849-6.51%
The Vanguard Group, Inc.3.05%268,70513,851,743+6,716+2.56%
Dimensional Fund Advisors LP2.56%224,85211,591,121+3,197+1.44%
Renaissance Technologies LLC2.55%224,50011,572,975+31,200+16.14%
Punch & Associates Investment Man...1.77%155,8108,032,006+5,025+3.33%

Top 10 Mutual Funds Holding Westwood Holdings Group Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Royce Pennsylvania Mutual Fund3.82%336,23517,332,91400.00%
Conestoga Small Cap Fund3.18%279,67114,417,040+1,600+0.58%
Wells Fargo Special Small Cap Val...3.06%269,18913,876,693+9,000+3.46%
Vanguard Total Stock Market Index...1.60%140,5307,244,32200.00%
Hancock Horizon Burkenroad Small ...1.59%140,0007,217,00000.00%
MetLife Small Cap Value Portfolio1.49%130,7636,740,83300.00%
iShares Russell 2000 ETF1.47%129,2136,660,930-2,436-1.85%
FAM Small Cap Fund1.01%89,0874,592,43500.00%
Royce Total Return Fund0.98%86,1294,439,95000.00%
Vanguard Extended Market Index Fu...0.95%83,5454,306,745+563+0.68%