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Willdan Group

102 hedge funds and large institutions have $361M invested in Willdan Group in 2019 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 42 increasing their positions, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 25

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

12% more capital invested

Capital invested by funds: $324M → $361M (+$37.8M)

7.98% more ownership

Funds ownership: 79.23%87.21% (+8%)

0% more funds holding

Funds holding: 102102 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
102
Holders Change
Holders Change %
0%
% of All Funds
2.22%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
42
Reduced
25
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
26
THB Asset Management
Connecticut
$4.71M -$1.17M -32,341 -20%
MOACM
27
Mutual of America Capital Management
New York
$3.87M +$3.75M +103,815 New
NCGI
28
Next Century Growth Investors
Minnesota
$3.6M +$3.5M +96,787 New
Bank of New York Mellon
29
Bank of New York Mellon
New York
$3.42M +$784K +21,691 +31%
Fiera Capital (Canada)
30
Fiera Capital (Canada)
Quebec, Canada
$2.86M -$137K -3,787 -5%
TA
31
Teton Advisors
New York
$2.31M +$935K +25,869 +72%
CCM
32
Cadence Capital Management
Massachusetts
$2.24M -$1.61M -44,411 -42%
EIM
33
Essex Investment Management
Massachusetts
$2.22M +$307K +8,483 +17%
Boston Partners
34
Boston Partners
Massachusetts
$2.11M +$2.05M +56,692 New
Calamos Advisors
35
Calamos Advisors
Illinois
$2.11M +$2.05M +56,589 New
KCM
36
Kornitzer Capital Management
Kansas
$1.79M
VHMC
37
Value Holdings Management Company
New York
$1.73M
Allianz Asset Management
38
Allianz Asset Management
Germany
$1.55M +$1.12K +31 +0.1%
WT
39
Whittier Trust
California
$1.53M +$104K +2,873 +8%
N
40
Nuveen
North Carolina
$1.45M +$1.41M +38,960 New
SCM
41
Sterling Capital Management
North Carolina
$1.45M +$1.4M +38,807 New
TAM
42
Tocqueville Asset Management
New York
$1.44M -$158K -4,360 -10%
AG
43
Advisor Group
Arizona
$1.21M +$68.8K +1,902 +6%
Deutsche Bank
44
Deutsche Bank
Germany
$1.19M -$904K -25,016 -44%
Wells Fargo
45
Wells Fargo
California
$1.1M +$392K +10,846 +58%
Charles Schwab
46
Charles Schwab
California
$932K +$30.7K +849 +4%
Bank of America
47
Bank of America
North Carolina
$849K +$120K +3,333 +17%
First Trust Advisors
48
First Trust Advisors
Illinois
$847K -$33.8K -935 -4%
SGI
49
Summit Global Investments
Utah
$771K +$21.7K +600 +3%
ACM
50
Argent Capital Management
Missouri
$768K +$745K +20,620 New

WLDN Hedge Fund Activity: Q2 2019 in Review

102 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Willdan Group (WLDN) for Q2 2019, worth a combined $361M — up 12% from $324M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new WLDN positions and 14 closed out — a net gain of 3 holders — while 42 added to existing stakes and 25 trimmed.

The largest buyer was Cortina Asset Management, opening a new position worth an estimated $8.97M. The largest seller was Eagle Asset Management, cutting an estimated $4.5M.

  • 102 institutional investors held Willdan Group (WLDN) as of Q2 2019, unchanged from Q1 2019.
  • Funds reported $361M of Willdan Group stock for Q2 2019, up 12% quarter-over-quarter.
  • 17 funds opened new Willdan Group positions in Q2 2019 and 14 closed out, a net change of +3 holders.
  • The largest Willdan Group buyer in Q2 2019 was Cortina Asset Management, an estimated $8.97M added.
  • The largest Willdan Group seller in Q2 2019 was Eagle Asset Management, an estimated $4.5M sold.

Based on aggregated 13F filings for Q2 2019.