Westwood Holdings Group Inc (NYSE:WHG)

56.75
Delayed Data
As of May 29
 -0.53 / -0.93%
Today’s Change
51.30
Today|||52-Week Range
68.10
-8.20%
Year-to-Date
Institutional investors purchased a net $154.1 thousand shares of WHG during the quarter ended March 2015. This may signal that the smart money is gaining interest in this company as the 62.58% of shares outstanding that institutional investors hold is actually below the Investment Managers industry average.
Other institutional32.75%
Mutual fund holders29.83%
Individual stakeholders23.47%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

3/31/2015WELLS CAPITAL MANAGEMENT, INC.  Bought 137.9 Thousand shares of Westwood Holdings Group I...
3/31/2015KENNEDY CAPITAL MANAGEMENT, INC.  Bought 54.2 Thousand shares of Westwood Holdings Group I...
3/31/2015WELLINGTON MANAGEMENT CO. LLP  Bought 27.4 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 LLC8.94%771,17545,183,143+4,613+0.60%
GAMCO Asset Management, Inc.7.34%632,46837,056,300+50+0.01%
Conestoga Capital Advisors LLC5.96%513,69730,097,507-16,480-3.11%
BlackRock Fund Advisors5.64%486,05728,478,080+8,245+1.73%
Wellington Management Co. LLP5.13%442,29825,914,240+27,400+6.60%
Wells Capital Management, Inc.4.41%379,94322,260,860+137,885+56.96%
The Vanguard Group, Inc.2.54%218,90912,825,878-49,769-18.52%
Dimensional Fund Advisors LP2.22%191,22911,204,107+4,468+2.39%
Renaissance Technologies LLC1.87%160,9019,427,190+20,722+14.78%
Punch & Associates Investment Man...1.50%128,9047,552,485-776-0.60%

Top 10 Mutual Funds Holding Westwood Holdings Group Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Royce Pennsylvania Mutual Fund4.50%387,93522,729,112-17,100-4.22%
Conestoga Small Cap Fund2.87%247,37514,493,70100.00%
Wells Fargo Advantage Special Sma...1.83%157,8129,246,205+6,200+4.09%
Vanguard Total Stock Market Index...1.48%127,1767,451,24200.00%
MetLife Small Cap Value Portfolio1.46%125,8857,375,602+7,685+6.50%
iShares Russell 2000 ETF1.38%119,3146,990,607-6,350-5.05%
DFA US Micro Cap Portfolio0.77%65,9823,865,885-822-1.23%
British Columbia Inv Management C...0.76%65,7323,851,238+65,732--
Royce Dividend Value Fund0.73%62,4733,660,293-16,000-20.39%
Vanguard Extended Market Index Fu...0.70%60,6393,552,839+273+0.45%

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