Westwood Holdings Group Inc $WHG is Settian Capital LP’s 7th Largest Position

Settian Capital LP boosted its stake in shares of Westwood Holdings Group Inc (NYSE:WHG) by 9.4% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 470,515 shares of the asset manager’s stock after acquiring an additional 40,507 shares during the quarter. Westwood Holdings Group comprises 5.3% of Settian Capital LP’s investment portfolio, making the stock its 7th biggest holding. Settian Capital LP owned 5.00% of Westwood Holdings Group worth $7,759,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also modified their holdings of the stock. Goldman Sachs Group Inc. acquired a new stake in shares of Westwood Holdings Group during the first quarter worth $213,000. Empowered Funds LLC raised its position in Westwood Holdings Group by 8.7% during the 1st quarter. Empowered Funds LLC now owns 28,751 shares of the asset manager’s stock worth $466,000 after buying an additional 2,291 shares during the last quarter. Jane Street Group LLC acquired a new stake in shares of Westwood Holdings Group in the 1st quarter worth $366,000. Geode Capital Management LLC boosted its holdings in shares of Westwood Holdings Group by 141.0% in the second quarter. Geode Capital Management LLC now owns 161,205 shares of the asset manager’s stock valued at $2,515,000 after acquiring an additional 94,311 shares in the last quarter. Finally, JPMorgan Chase & Co. increased its stake in shares of Westwood Holdings Group by 1,277.9% during the second quarter. JPMorgan Chase & Co. now owns 7,537 shares of the asset manager’s stock worth $118,000 after acquiring an additional 6,990 shares during the period. Institutional investors and hedge funds own 56.64% of the company’s stock.

Westwood Holdings Group Stock Performance

Westwood Holdings Group stock opened at $17.94 on Friday. Westwood Holdings Group Inc has a one year low of $14.00 and a one year high of $18.99. The company has a market cap of $168.78 million, a P/E ratio of 22.71 and a beta of 0.76. The business has a fifty day moving average of $17.83 and a two-hundred day moving average of $17.26.

Analyst Upgrades and Downgrades

Separately, Weiss Ratings restated a “buy (b)” rating on shares of Westwood Holdings Group in a research report on Monday, December 29th. One investment analyst has rated the stock with a Buy rating, According to MarketBeat, the company presently has an average rating of “Buy”.

Insider Activity

In related news, CEO Brian O. Casey sold 8,341 shares of the company’s stock in a transaction that occurred on Wednesday, December 10th. The stock was sold at an average price of $16.55, for a total value of $138,043.55. Following the sale, the chief executive officer owned 492,359 shares in the company, valued at $8,148,541.45. This represents a 1.67% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. In the last three months, insiders have sold 11,595 shares of company stock worth $191,564. 8.20% of the stock is currently owned by company insiders.

Westwood Holdings Group Company Profile

Westwood Holdings Group, Inc is an independent, publicly traded asset management firm founded in 1983 and headquartered in Kansas City, Missouri. Through its wholly owned subsidiaries, the company offers a range of investment advisory services tailored to institutional, retail, and high-net-worth clients. Westwood’s disciplined, value-oriented approach guides its research process across equity and fixed-income markets, with an emphasis on fundamental analysis and long-term risk management.

The firm’s product lineup includes U.S.