Willdan Group
WLDN
35 hedge funds and large institutions have $24.4M invested in Willdan Group in 2016 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 6 closing their positions.
22% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 9
12% more capital invested
Capital invested by funds: $21.9M → $24.4M (+$2.54M)
10% less funds holding
Funds holding: 39 → 35 (-4)
67% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAM
Tocqueville Asset Management
New York
|
+$314K |
| 2 |
BA
Bard Associates
Chicago,
Illinois
|
+$104K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$55K |
| 4 |
Renaissance Technologies
New York
|
+$46.6K |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$38.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GCP
GSA Capital Partners
London,
United Kingdom
|
-$334K |
| 2 |
OAM
Oxford Asset Management
Oxford,
United Kingdom
|
-$230K |
| 3 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$116K |
| 4 |
Millennium Management
New York
|
-$98K |
| 5 |
D.E. Shaw & Co
New York
|
-$85K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIM
26
Acrospire Investment Management
Chicago,
Illinois
| $27K | +$23.2K | +2,784 | New |
|
27
UBS Group
Zurich,
Switzerland
| $13K | +$2.72K | +327 | +31% |
|
|
BIM
28
BlackRock Investment Management
Wilmington,
Delaware
| $12K | – | – | – |
|
29
JP Morgan Chase
New York
| $6K | +$4.99K | +600 | New |
|
|
TRCT
30
Tower Research Capital (TRC)
New York
| $5K | +$3.18K | +382 | +277% |
|
31
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $4K | – | – | – |
|
|
AIG
32
American International Group
New York
| $3K | – | – | – |
|
33
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $2K | – | – | – |
|
34
Geode Capital Management
Boston,
Massachusetts
| $334 | – | – | – |
|
|
35
Millennium Management
New York
| – | -$98K | -11,746 | Closed |
|
|
36
D.E. Shaw & Co
New York
| – | -$85K | -10,201 | Closed |
|
37
Creative Planning
Overland Park,
Kansas
| – | -$27K | -3,270 | Closed |
|
|
BJ
38
BlackRock Japan
Tokyo,
Japan
| – | -$12K | -1,403 | Closed |
|
|
CG
39
Cutler Group
San Francisco,
California
| – | -$5K | -700 | Closed |
|
|
BA
40
BlackRock Advisors
Wilmington,
Delaware
| – | -$5K | -599 | Closed |
|
WLDN Hedge Fund Activity: Q1 2016 in Review
35 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Willdan Group (WLDN) for Q1 2016, worth a combined $24.4M — up 12% from $21.9M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of WLDN and 2 opened new positions — a net loss of 4 holders — while 9 trimmed existing stakes and 11 added.
The largest buyer was Tocqueville Asset Management, adding an estimated $314K. The largest seller was GSA Capital Partners, cutting an estimated $334K.
- 35 institutional investors held Willdan Group (WLDN) as of Q1 2016, down from 39 in Q4 2015.
- Funds reported $24.4M of Willdan Group stock for Q1 2016, up 12% quarter-over-quarter.
- 2 funds opened new Willdan Group positions in Q1 2016 and 6 closed out, a net change of -4 holders.
- The largest Willdan Group buyer in Q1 2016 was Tocqueville Asset Management, an estimated $314K added.
- The largest Willdan Group seller in Q1 2016 was GSA Capital Partners, an estimated $334K sold.
Based on aggregated 13F filings for Q1 2016.