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Westwood Holdings Group Inc (NYSE:WHG)

51.52
Delayed Data
As of Sep 04
 -2.28 / -4.24%
Today’s Change
48.30
Today|||52-Week Range
68.10
-16.66%
Year-to-Date
Institutional investors hold 63.58% 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.
Other institutional32.40%
Mutual fund holders31.18%
Individual stakeholders23.53%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

6/30/2015KENNEDY CAPITAL MANAGEMENT, INC.  Bought 38.0 Thousand shares of Westwood Holdings Group I...
6/30/2015RUSSELL INVESTMENT MANAGEMENT CO...  Bought 30.5 Thousand shares of Westwood Holdings Group I...
6/30/2015COLUMBIA MANAGEMENT INVESTMENT A...  Bought 26.8 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 LLC9.18%789,18547,414,235+18,010+2.34%
GAMCO Asset Management, Inc.7.35%632,46837,998,67700.00%
Conestoga Capital Advisors LLC5.90%507,22230,473,898-6,475-1.26%
BlackRock Fund Advisors5.60%481,99628,958,320-4,061-0.84%
Wellington Management Co. LLP5.15%442,48226,584,319+184+0.04%
Wells Capital Management, Inc.4.72%405,88624,385,631+25,943+6.83%
The Vanguard Group, Inc.2.62%224,98713,517,219+6,078+2.78%
Dimensional Fund Advisors LP2.27%195,37711,738,250+4,148+2.17%
Renaissance Technologies LLC1.91%164,1399,861,471+3,238+2.01%
Punch & Associates Investment Man...1.47%126,1487,578,972-2,756-2.14%

Top 10 Mutual Funds Holding Westwood Holdings Group Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Royce Pennsylvania Mutual Fund4.56%391,73523,535,439+3,800+0.98%
Conestoga Small Cap Fund2.85%245,17514,730,11400.00%
Wells Fargo Advantage Special Sma...2.02%173,41210,418,593+8,400+5.09%
Vanguard Total Stock Market Index...1.49%128,1657,700,15300.00%
MetLife Small Cap Value Portfolio1.46%125,8857,563,171+7,685+6.50%
iShares Russell 2000 ETF1.33%114,5696,883,306+1,534+1.36%
Columbia Active Portfolios Multi ...0.99%85,3005,124,824+3,000+3.65%
DFA US Micro Cap Portfolio0.77%65,9823,964,19900.00%
British Columbia Inv Management C...0.76%65,7323,949,179+65,732--
Vanguard Extended Market Index Fu...0.74%63,4123,809,793+585+0.93%