Westwood Holdings Group Inc (NYSE:WHG)

During the Trading Day
53.99 +0.18 / +0.33%
Data as of 4:03pm ET
Day’s Change
During After-Hours   Switch to standard view »
53.99 0.00 / 0.00%
 
Volume: 1.2K
Institutional investors purchased a net $61.4 thousand shares of WHG during the quarter ended March 2014. This may signal that the smart money is gaining interest in this company as the 63.22% of shares outstanding that institutional investors hold is actually below the Investment Managers industry average.
Mutual fund holders33.14%
Other institutional30.08%
Individual stakeholders24.44%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

6/30/2014HILTON CAPITAL MANAGEMENT LLC  Bought 9.2 Thousand shares of Westwood Holdings Group I...
6/30/2014WISDOMTREE ASSET MANAGEMENT, INC...  Bought 25.00 shares of Westwood Holdings Group I...
6/30/2014GLOBEFLEX CAPITAL LP  Sold 11.00 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 LLC9.43%777,36246,672,814+34,602+4.66%
GAMCO Asset Management Inc.7.98%657,33539,466,393-7,265-1.09%
BlackRock Fund Advisors5.70%469,74428,203,430+28,304+6.41%
Conestoga Capital Advisors LLC5.13%422,50025,366,900-31,192-6.88%
Third Avenue Management LLC5.03%414,87724,909,21500.00%
Wellington Management Co. LLP3.43%282,23616,945,449+53,689+23.49%
The Vanguard Group, Inc.2.71%223,16613,398,887+59,482+36.34%
Wells Capital Management, Inc.2.57%212,06412,732,323-5,771-2.65%
Dimensional Fund Advisors LP2.39%196,77411,814,311+32,321+19.65%
Zuckerman Investment Group LLC2.24%184,84311,097,974+955+0.52%

Top 10 Mutual Funds Holding Westwood Holdings Group Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Royce Pennsylvania Mutual Fund4.76%392,33523,555,79300.00%
Met Investors - Third Avenue Smal...3.83%315,62418,950,06500.00%
Conestoga Small Cap Fund3.31%272,40016,354,89600.00%
Wells Fargo Advantage Special Sma...1.93%158,7129,529,068+3,400+2.19%
Vanguard Total Stock Market Index...1.37%112,9396,780,858+2,647+2.40%
iShares Russell 2000 ETF1.28%105,5066,334,580+1,591+1.53%
Transamerica Value Fund1.20%99,2535,959,15000.00%
Royce Micro Cap Fund1.06%87,3725,245,81500.00%
Royce Dividend Value Fund0.95%78,4734,711,51900.00%
Royce Capital Fund - Micro Cap Po...0.88%72,5274,354,52100.00%

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