Westwood Holdings Group Inc (NYSE:WHG)

59.80
Delayed Data
As of Jul 02
 -0.20 / -0.33%
Today’s Change
51.30
Today|||52-Week Range
68.10
-3.27%
Year-to-Date
Institutional investors purchased a net $153.1 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 62.57% of shares outstanding that institutional investors hold is actually below the Investment Managers industry average.
Other institutional32.39%
Mutual fund holders30.19%
Individual stakeholders23.45%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

5/29/2015STATE STREET GLOBAL ADVISORS LTD...  Bought 40.00 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 LLC8.94%771,17543,764,181+4,613+0.60%
GAMCO Asset Management, Inc.7.34%632,46835,892,559+50+0.01%
Conestoga Capital Advisors LLC5.96%513,69729,152,305-16,480-3.11%
BlackRock Fund Advisors5.64%486,05727,583,735+8,245+1.73%
Wellington Management Co. LLP5.13%442,29825,100,412+27,400+6.60%
Wells Capital Management, Inc.4.41%379,94321,561,765+137,885+56.96%
The Vanguard Group, Inc.2.54%218,90912,423,086-49,769-18.52%
Dimensional Fund Advisors LP2.22%191,22910,852,246+4,468+2.39%
Renaissance Technologies LLC1.87%160,9019,131,132+20,722+14.78%
Punch & Associates Investment Man...1.50%128,9047,315,302-776-0.60%

Top 10 Mutual Funds Holding Westwood Holdings Group Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Royce Pennsylvania Mutual Fund4.50%387,93522,015,311-17,100-4.22%
Conestoga Small Cap Fund2.84%245,17513,913,681-2,200-0.89%
Wells Fargo Advantage Special Sma...1.85%159,6129,057,981+1,800+1.14%
Vanguard Total Stock Market Index...1.49%128,1657,273,364+989+0.78%
MetLife Small Cap Value Portfolio1.46%125,8857,143,974+7,685+6.50%
iShares Russell 2000 ETF1.29%111,2396,312,813-8,075-6.77%
Columbia Active Portfolios Multi ...0.96%82,3004,670,525+24,000+41.17%
DFA US Micro Cap Portfolio0.77%65,9823,744,479-822-1.23%
British Columbia Inv Management C...0.76%65,7323,730,291+65,732--
Royce Dividend Value Fund0.73%62,4733,545,343-16,000-20.39%

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