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Westwood Holdings Group (WHG) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Westwood Holdings Group (NYSE:WHG)

Current
Institutional Ownership
Percentage
56.64%
Number of
Institutional Buyers
(last 12 months)
12
Total
Institutional Inflows
(last 12 months)
$4.55M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$145.56K
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WHG Institutional Buying and Selling by Quarter

Westwood Holdings Group Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/14/2024Garner Asset Management Corp60,395$714K0.3%+352.5%0.660%
2/13/2024Gabelli Funds LLC99,546$1.25M0.0%+2.1%1.088%
2/9/2024Hillsdale Investment Management Inc.13,200$166K0.0%N/A0.144%
2/5/2024Russell Investments Group Ltd.207,627$2.61M0.0%+19.8%2.269%
1/26/2024Cerity Partners LLC20,520$258K0.0%N/A0.224%
1/17/2024 Assenagon Asset Management S.A.10,105$127K0.0%N/A0.110%
1/10/2024North Star Investment Management Corp.350,317$4.40M0.3%+12.0%3.829%
11/14/2023Repertoire Partners LP83,829$851K1.3%N/A0.917%
11/8/2023Gabelli Funds LLC97,496$990K0.0%+19.3%1.066%
11/8/2023Gamco Investors INC. ET AL451,000$4.58M0.1%-0.2%4.929%
10/30/2023Arete Wealth Advisors LLC14,448$147K0.0%N/A0.157%
10/27/2023 Allspring Global Investments Holdings LLC572,456$5.81M0.0%-0.8%6.236%
8/10/2023GABELLI & Co INVESTMENT ADVISERS INC.11,500$143K0.0%N/A0.125%
8/10/2023Russell Investments Group Ltd.172,418$2.14M0.0%+1.4%1.878%
8/2/2023North Star Investment Management Corp.295,697$3.67M0.3%+6.2%3.235%
7/31/2023Levin Capital Strategies L.P.25,508$316K0.0%+60.6%0.279%
7/27/2023EA Series Trust17,556$218K0.0%N/A0.192%
7/24/2023 Allspring Global Investments Holdings LLC576,862$7.15M0.0%-0.3%6.309%
7/18/2023 Allspring Global Investments Holdings LLC576,862$7.15M0.0%-0.3%6.311%
5/9/2023Russell Investments Group Ltd.170,106$1.91M0.0%-2.5%1.861%
4/27/2023North Star Investment Management Corp.278,493$3.12M0.3%+23.6%3.011%
4/24/2023Levin Capital Strategies L.P.15,879$178K0.0%N/A0.172%
4/18/2023 Assenagon Asset Management S.A.13,512$151K0.0%N/A0.146%
2/10/2023Prescott Group Capital Management L.L.C.48,128$536K0.1%N/A0.572%
2/10/2023Aegis Financial Corp99,771$1.11M1.0%N/A1.186%
2/8/2023Russell Investments Group Ltd.174,532$1.94M0.0%-36.5%2.075%
1/11/2023North Star Investment Management Corp.225,400$2.51M0.2%+23.7%2.679%
11/14/2022Gabelli Funds LLC73,587$709K0.0%+2.4%0.875%
11/14/2022Renaissance Technologies LLC475,316$4.58M0.0%-6.8%5.650%
11/10/2022Gabelli Funds LLC73,587$709K0.0%+2.4%0.875%
11/4/2022Russell Investments Group Ltd.275,037$2.65M0.0%-28.6%3.270%
11/2/2022North Star Investment Management Corp.182,180$1.75M0.2%+22.8%2.166%
10/26/2022 Allspring Global Investments Holdings LLC579,199$5.58M0.0%-0.8%6.846%
8/13/2022Gamco Investors INC. ET AL457,458$6.31M0.1%+1.0%5.407%
8/12/2022Grantham Mayo Van Otterloo & Co. LLC19,114$264K0.0%-24.2%0.226%
8/11/2022King Luther Capital Management Corp243,740$3.36M0.0%-3.6%2.881%
8/8/2022JCP Investment Management LLC812,203$11.21M7.9%-5.6%9.601%
8/8/2022Employees Retirement System of Texas114,000$1.57M0.0%+39.0%1.348%
7/29/2022Russell Investments Group Ltd.385,278$5.32M0.0%+36.3%4.491%
7/28/2022 Hodges Capital Management Inc.51,200$707K0.1%-5.5%0.597%
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7/27/2022 Assenagon Asset Management S.A.17,857$246K0.0%N/A0.208%
7/25/2022 Allspring Global Investments Holdings LLC583,908$8.06M0.0%-0.4%6.807%
7/19/2022North Star Investment Management Corp.148,375$2.05M0.2%+74.6%1.729%
5/12/2022 Hodges Capital Management Inc.54,200$831K0.1%-3.6%0.632%
5/5/2022Russell Investments Group Ltd.282,718$4.33M0.0%+56.1%3.296%
5/3/2022North Star Investment Management Corp.84,975$1.30M0.1%+14.9%0.990%
2/11/2022Gamco Investors INC. ET AL453,959$7.69M0.1%-0.9%5.466%
2/11/2022Renaissance Technologies LLC531,209$9.00M0.0%-2.4%6.396%
2/9/2022Dimensional Fund Advisors LP263,131$4.46M0.0%-4.8%3.168%
2/7/2022 Hodges Capital Management Inc.56,200$952K0.1%-1.7%0.677%
2/7/2022JCP Investment Management LLC860,416$14.58M10.7%N/A10.360%
2/7/2022Hillsdale Investment Management Inc.4,500$76K0.0%N/A0.054%
1/28/2022 Allspring Global Investments Holdings LLC586,389$9.93M0.0%N/A7.061%
1/21/2022Russell Investments Group Ltd.181,123$3.07M0.0%+56.6%2.181%
11/17/2021Centiva Capital LP10,000$190K0.0%N/A0.120%
11/17/2021Deprince Race & Zollo Inc.354,815$6.74M0.2%+8.9%4.272%
11/16/2021Two Sigma Advisers LP24,700$469K0.0%+26.7%0.297%
11/16/2021Centiva Capital LP10,000$190K0.0%N/A0.120%
11/15/2021Ancora Advisors LLC190,153$3.61M0.1%+36.8%2.290%
11/15/2021Dimensional Fund Advisors LP276,386$5.25M0.0%-0.5%3.328%
11/12/2021Renaissance Technologies LLC544,216$10.34M0.0%-8.9%6.553%
11/12/2021Gamco Investors INC. ET AL457,909$8.70M0.1%-5.3%5.514%
11/12/2021Gabelli Funds LLC69,957$1.33M0.0%-6.8%0.842%
11/12/2021Geode Capital Management LLC66,177$1.26M0.0%+3.0%0.797%
11/10/2021King Luther Capital Management Corp252,877$4.81M0.0%+6.4%3.045%
11/9/2021BlackRock Inc.186,258$3.54M0.0%-9.8%2.243%
11/8/2021Russell Investments Group Ltd.115,654$2.20M0.0%+21.9%1.393%
10/20/2021North Star Investment Management Corp.73,975$1.41M0.1%-3.6%0.888%
10/6/2021 Hodges Capital Management Inc.57,200$1.09M0.1%+76.0%0.687%
9/3/2021Parametric Portfolio Associates LLC31,282$681K0.0%-10.3%0.376%
8/17/2021Wells Fargo & Company MN595,885$12.97M0.0%-0.4%7.153%
8/17/2021Millennium Management LLC90,692$1.97M0.0%N/A1.089%
8/17/2021Price T Rowe Associates Inc. MD14,900$324K0.0%-16.1%0.179%
8/17/2021Bridgeway Capital Management LLC56,200$1.22M0.0%-8.9%0.675%
8/16/2021Bank of America Corp DE52,188$1.14M0.0%-29.7%0.627%
8/16/2021State Street Corp35,923$785K0.0%-75.3%0.431%
8/16/2021Tibra Equities Europe Ltd15,400$335K0.1%N/A0.185%
8/16/2021Goldman Sachs Group Inc.25,991$565K0.0%-36.7%0.312%
8/13/2021Renaissance Technologies LLC597,316$13.00M0.0%-16.1%7.171%
8/13/2021Ancora Advisors LLC138,976$3.02M0.1%N/A1.668%
8/13/2021King Luther Capital Management Corp237,654$5.17M0.0%+111.0%2.853%
8/13/2021Northern Trust Corp20,269$441K0.0%-74.7%0.243%
8/13/2021Gabelli Funds LLC75,077$1.63M0.0%+22.0%0.901%
8/13/2021Gamco Investors INC. ET AL483,501$10.52M0.1%-5.7%5.804%
8/13/2021Geode Capital Management LLC64,236$1.40M0.0%-39.8%0.771%
8/13/2021Vanguard Group Inc.338,689$7.37M0.0%-34.7%4.066%
8/13/2021FMR LLC58,896$1.28M0.0%+37,897.4%0.707%
8/12/2021Dimensional Fund Advisors LP277,759$6.04M0.0%+0.6%3.334%
8/12/2021Globeflex Capital L P20,591$448K0.1%N/A0.247%
8/12/2021Deprince Race & Zollo Inc.325,861$7.09M0.2%+25.0%3.912%
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8/12/2021JPMorgan Chase & Co.17,684$385K0.0%-50.1%0.212%
8/12/2021Simplex Trading LLC7,135$155K0.0%-52.4%0.086%
8/12/2021Ergoteles LLC33,400$727K0.0%N/A0.401%
8/11/2021BlackRock Inc.206,556$4.50M0.0%-71.0%2.480%
8/11/2021Susquehanna International Group LLP9,779$213K0.0%N/A0.117%
8/11/2021Susquehanna Fundamental Investments LLC22,229$484K0.0%N/A0.267%
8/10/2021Group One Trading L.P.9,778$213K0.0%N/A0.117%
8/9/2021O Shaughnessy Asset Management LLC7,943$173K0.0%N/A0.095%
8/4/2021Russell Investments Group Ltd.94,856$2.06M0.0%N/A1.139%
7/13/2021North Star Investment Management Corp.76,700$1.67M0.1%+72.2%0.924%
(Data available from 1/1/2016 forward)

WHG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WHG shares?

During the previous two years, 22 institutional investors and hedge funds held shares of Westwood Holdings Group. The most heavily invested institutionals were JCP Investment Management LLC ($11.21M), Allspring Global Investments Holdings LLC ($5.81M), Gamco Investors INC. ET AL ($4.58M), Renaissance Technologies LLC ($4.58M), North Star Investment Management Corp. ($4.40M), King Luther Capital Management Corp ($3.36M), and Russell Investments Group Ltd. ($2.61M).Learn more on WHG's institutional investors.

What percentage of Westwood Holdings Group stock is owned by institutional investors?

56.64% of Westwood Holdings Group stock is owned by institutional investors. Learn more on WHG's institutional investor holdings.

Which institutional investors have been buying Westwood Holdings Group stock?

Of the 16 institutional investors that purchased Westwood Holdings Group stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: North Star Investment Management Corp. ($259.28K), Russell Investments Group Ltd. ($240.80K), Aegis Financial Corp ($99.77K), Repertoire Partners LP ($83.83K), Prescott Group Capital Management L.L.C. ($48.13K), Garner Asset Management Corp ($47.05K), and Assenagon Asset Management S.A. ($41.47K).

How much institutional buying is happening at Westwood Holdings Group?

Institutional investors have bought a total of 981,049 shares in the last 24 months. This purchase volume represents approximately $12.13M in transactions.

Which Westwood Holdings Group major shareholders have been selling company stock?

The following institutional investors have sold Westwood Holdings Group stock in the last 24 months: Russell Investments Group Ltd. ($215.17K), JCP Investment Management LLC ($48.21K), Renaissance Technologies LLC ($34.80K), Allspring Global Investments Holdings LLC ($14.91K), King Luther Capital Management Corp ($9.14K), Grantham Mayo Van Otterloo & Co. LLC ($6.10K), and Hodges Capital Management Inc. ($5K).

How much institutional selling is happening at Westwood Holdings Group?

Institutional investors have sold a total of 334,329 shares in the last 24 months. This volume of shares sold represents approximately $3.69M in transactions.


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This page (NYSE:WHG) was last updated on 4/26/2024 by MarketBeat.com Staff

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