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Westwood Holdings Group Inc (NYSE:WHG)

59.49
Delayed Data
As of Jan 18
 +0.55 / +0.93%
Today’s Change
41.40
Today|||52-Week Range
63.99
-0.83%
Year-to-Date
Institutional investors hold 61.94% 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 holders32.74%
Other institutional29.21%
Individual stakeholders22.59%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

12/31/2016CONESTOGA CAPITAL ADVISORS LLC  Bought 22.4 Thousand shares of Westwood Holdings Group I...
12/31/2016NORTH STAR INVESTMENT MANAGEMENT...  Bought 3.4 Thousand shares of Westwood Holdings Group I...

Top 10 Owners of Westwood Holdings Group Inc

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
GAMCO Asset Management, Inc.7.09%623,66637,413,723-299-0.05%
Royce & Associates LP6.23%547,93632,870,681-51,900-8.65%
Wells Capital Management, Inc.6.19%544,83732,684,772+52,389+10.64%
Conestoga Capital Advisors LLC5.82%511,69130,696,343+22,420+4.58%
BlackRock Fund Advisors5.42%476,91328,610,011+5,064+1.07%
Wellington Management Co. LLP3.40%299,49717,966,825-20,849-6.51%
The Vanguard Group, Inc.3.05%268,70516,119,613+6,716+2.56%
Dimensional Fund Advisors LP2.56%224,85213,488,871+3,197+1.44%
Renaissance Technologies LLC2.55%224,50013,467,755+31,200+16.14%
Punch & Associates Investment Man...1.77%155,8109,347,042+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%336,23520,170,73800.00%
Wells Fargo Special Small Cap Val...3.49%306,92718,412,551+37,738+14.02%
Conestoga Small Cap Fund3.29%289,67117,377,363+10,000+3.58%
iShares Russell 2000 ETF1.87%164,5299,870,095-261-0.16%
Vanguard Total Stock Market Index...1.61%141,7368,502,743+1,206+0.86%
Hancock Horizon Burkenroad Small ...1.59%140,0008,398,60000.00%
MetLife Small Cap Value Portfolio1.49%130,7637,844,47200.00%
FAM Small Cap Fund1.01%89,0875,344,32900.00%
Royce Total Return Fund0.98%86,1295,166,87900.00%
Vanguard Extended Market Index Fu...0.97%85,0115,099,810+1,466+1.75%