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Willdan Group

43 hedge funds and large institutions have $26.2M invested in Willdan Group in 2015 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 19 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% less funds holding

Funds holding: 5043 (-7)

19% less capital invested

Capital invested by funds: $32.3M → $26.2M (-$6.17M)

47% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 19

58% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 12

Holders
43
Holders Change
-7
Holders Change %
-14%
% of All Funds
1.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
10
Reduced
19
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AQR Capital Management
26
AQR Capital Management
Connecticut
$170K -$245K -23,898 -59%
BG
27
BlackRock Group
United Kingdom
$142K +$144K +14,020 New
Bank of New York Mellon
28
Bank of New York Mellon
New York
$132K -$44.8K -4,365 -25%
NA
29
Navellier & Associates
Nevada
$124K -$503 -49 -0.4%
California Public Employees Retirement System
30
California Public Employees Retirement System
California
$123K
EGA
31
Eagle Global Advisors
Texas
$102K -$167K -16,300 -62%
Walleye Trading
32
Walleye Trading
New York
$65K +$46.2K +4,505 +237%
JIR
33
James Investment Research
Ohio
$57K -$676K -65,875 -92%
Deutsche Bank
34
Deutsche Bank
Germany
$31K -$577K -56,251 -95%
BJ
35
BlackRock Japan
Japan
$31K +$31.7K +3,094 New
BA
36
BlackRock Advisors
Delaware
$25K +$25.3K +2,468 New
BIM
37
BlackRock Investment Management
Delaware
$11K
OSAM
38
O'Shaughnessy Asset Management
Connecticut
$10K
HIM
39
Hillsdale Investment Management
Ontario, Canada
$6K -$39K -3,800 -86%
GT
40
Glenmede Trust
Pennsylvania
$3K
TRCT
41
Tower Research Capital (TRC)
New York
$3K +$2.76K +269 +961%
Manulife (Manufacturers Life Insurance)
42
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5
PP
43
PDT Partners
New York
-$692K -61,900 Closed
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
-$392K -35,102 Closed
TC
45
Teilinger Capital
Texas
-$369K -33,000 Closed
Citadel Advisors
46
Citadel Advisors
Florida
-$284K -25,454 Closed
TC
47
TFS Capital
Pennsylvania
-$278K -24,838 Closed
VKH
48
Virtu KCG Holdings
New York
-$126K -11,229 Closed
AIG
49
American International Group
New York
-$101K -9,064 Closed
BGIM
50
Brandywine Global Investment Management
Pennsylvania
-$61K -5,400 Closed

WLDN Hedge Fund Activity: Q3 2015 in Review

43 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Willdan Group (WLDN) for Q3 2015, worth a combined $26.2M — down 19% from $32.3M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of WLDN and 5 opened new positions — a net loss of 7 holders — while 19 trimmed existing stakes and 10 added.

The largest buyer was BlackRock Institutional Trust, adding an estimated $1.57M. The largest seller was PDT Partners, exiting entirely with an estimated $692K sold.

  • 43 institutional investors held Willdan Group (WLDN) as of Q3 2015, down from 50 in Q2 2015.
  • Funds reported $26.2M of Willdan Group stock for Q3 2015, down 19% quarter-over-quarter.
  • 5 funds opened new Willdan Group positions in Q3 2015 and 12 closed out, a net change of -7 holders.
  • The largest Willdan Group buyer in Q3 2015 was BlackRock Institutional Trust, an estimated $1.57M added.
  • The largest Willdan Group seller in Q3 2015 was PDT Partners, an estimated $692K sold.

Based on aggregated 13F filings for Q3 2015.