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Willdan Group

50 hedge funds and large institutions have $32.3M invested in Willdan Group in 2015 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 22 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 11

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

11% more funds holding

Funds holding: 4550 (+5)

15% less capital invested

Capital invested by funds: $38M → $32.3M (-$5.69M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
50
Holders Change
+5
Holders Change %
+11.11%
% of All Funds
1.35%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
22
Reduced
11
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$284K +$130K +9,261 +57%
TC
27
TFS Capital
Pennsylvania
$278K -$47.6K -3,384 -12%
BFA
28
BlackRock Fund Advisors
California
$259K +$39.1K +2,778 +14%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$195K +$12.6K +897 +5%
Bank of America
30
Bank of America
North Carolina
$143K +$180K +12,798 New
NCCM
31
Nine Chapters Capital Management
New Jersey
$142K +$179K +12,700 New
NA
32
Navellier & Associates
Nevada
$137K -$362K -25,765 -68%
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$135K
Balyasny Asset Management
34
Balyasny Asset Management
Illinois
$132K +$166K +11,770 New
VKH
35
Virtu KCG Holdings
New York
$126K +$158K +11,229 New
AIG
36
American International Group
New York
$101K +$111K +7,864 +655%
BGIM
37
Brandywine Global Investment Management
Pennsylvania
$61K +$76K +5,400 New
HIM
38
Hillsdale Investment Management
Ontario, Canada
$50K -$295K -21,000 -83%
UBS Group
39
UBS Group
Switzerland
$26K -$5.19K -369 -14%
Walleye Trading
40
Walleye Trading
New York
$21K +$26.7K +1,900 New
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$13K +$3.17K +225 +25%
BIM
42
BlackRock Investment Management
Delaware
$12K
OSAM
43
O'Shaughnessy Asset Management
Connecticut
$10K -$1.08K -77 -8%
BIT
44
BlackRock Institutional Trust
California
$5K +$6.36K +452 New
PCM
45
Prelude Capital Management
New York
$4K +$5.63K +400 New
GT
46
Glenmede Trust
Pennsylvania
$3K
Citigroup
47
Citigroup
New York
$1K +$1.48K +105 New
Manulife (Manufacturers Life Insurance)
48
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6 +$7.19K +511 New
EI
49
EAM Investors
California
-$1.42M -89,393 Closed
BIM
50
Bogle Investment Management
Massachusetts
-$852K -53,831 Closed

WLDN Hedge Fund Activity: Q2 2015 in Review

50 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Willdan Group (WLDN) for Q2 2015, worth a combined $32.3M — down 15% from $38M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new WLDN positions and 8 closed out — a net gain of 5 holders — while 22 added to existing stakes and 11 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $2.51M. The largest seller was EAM Investors, exiting entirely with an estimated $1.42M sold.

  • 50 institutional investors held Willdan Group (WLDN) as of Q2 2015, up from 45 in Q1 2015.
  • Funds reported $32.3M of Willdan Group stock for Q2 2015, down 15% quarter-over-quarter.
  • 13 funds opened new Willdan Group positions in Q2 2015 and 8 closed out, a net change of +5 holders.
  • The largest Willdan Group buyer in Q2 2015 was Renaissance Technologies, an estimated $2.51M added.
  • The largest Willdan Group seller in Q2 2015 was EAM Investors, an estimated $1.42M sold.

Based on aggregated 13F filings for Q2 2015.