Westwood Holdings Group Inc (NYSE:WHG)

58.67
Data as of Jan 28
 -0.84 / -1.41%
Today’s Change
51.30
Today|||52-Week Range
68.10
-5.10%
Year-to-Date
Institutional investors hold 65.04% 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 holders33.23%
Other institutional31.81%
Individual stakeholders24.28%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

12/31/2014STATE TEACHERS RETIREMENT SYSTEM...  Bought 400.00 shares of Westwood Holdings Group I...
12/31/2014WISDOMTREE ASSET MANAGEMENT, INC...  Sold 714.00 shares of Westwood Holdings Group I...
12/31/2014CONESTOGA CAPITAL ADVISORS LLC  Sold 29.9 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 LLC9.49%786,66248,631,445-8,500-1.07%
GAMCO Asset Management, Inc.7.77%643,73539,795,698-13,400-2.04%
Conestoga Capital Advisors LLC6.40%530,17732,775,542-29,894-5.34%
BlackRock Fund Advisors5.28%437,96627,075,058-15,082-3.33%
Wellington Management Co. LLP4.83%400,39824,752,604+68,480+20.63%
Third Avenue Management LLC3.81%315,62419,511,876-99,253-23.92%
The Vanguard Group, Inc.3.17%263,01816,259,773+10,827+4.29%
Wells Capital Management, Inc.3.01%249,43615,420,134+38,414+18.20%
Zuckerman Investment Group LLC2.21%182,72311,295,936-730-0.40%
Dimensional Fund Advisors LP2.19%181,63711,228,799+5,443+3.09%

Top 10 Mutual Funds Holding Westwood Holdings Group Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Royce Pennsylvania Mutual Fund4.89%405,03525,039,264+12,700+3.24%
MetLife Small Cap Value Portfolio3.81%315,62419,511,87600.00%
Conestoga Small Cap Fund2.99%247,60015,306,632-24,800-9.10%
Wells Fargo Advantage Special Sma...1.88%155,4129,607,57000.00%
iShares Russell 2000 ETF1.53%126,3807,812,812+8,025+6.78%
Vanguard Total Stock Market Index...1.50%124,3927,689,91300.00%
Royce Dividend Value Fund0.95%78,4734,851,20100.00%
DFA US Micro Cap Portfolio0.81%66,8044,129,82300.00%
Royce Micro Cap Fund0.80%66,2724,096,935-21,100-24.15%
British Columbia Inv Management C...0.79%65,7324,063,552+65,732--

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