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Willdan Group
WLDN

88 hedge funds and large institutions have $221M invested in Willdan Group in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 31 increasing their positions, 28 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $196M → $221M (+$25.4M)

11% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 28

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

1% less funds holding

Funds holding: 89 → 88 (-1)

2.39% less ownership

Funds ownership: 78.29% → 75.89% (-2.4%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $245K

Holders
88
Holders Change
-1
Holders Change %
-1.12%
% of All Funds
1.8%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
31
Reduced
28
Closed
12
Calls
–
Puts
$245K
Net Calls
-$245K
Net Calls Change
-$289K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$4.19M
2
RPA
Rock Point Advisors
Vermont
+$2.57M
3
UCFA
United Capital Financial Advisors
Texas
+$2.54M
4
DnB Asset Management
DnB Asset Management
Norway
+$1.72M
5
Invesco
Invesco
Georgia
+$1.45M

Top Sellers

1
EAM
Eagle Asset Management
Florida
-$11.8M
2
MOACM
Mutual of America Capital Management
New York
-$2.08M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$1.36M
4
VHMC
Value Holdings Management Company
New York
-$991K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$934K
Name Holding Trade Value Shares
Change 		Change in
Stake
WC
26
Walthausen & Co
New York
$2.02M – – –
Bank of New York Mellon
27
Bank of New York Mellon
New York
$1.94M -$185K -8,025 -9%
WS
28
Wedbush Securities
California
$1.87M +$750K +32,584 +77%
TAM
29
THB Asset Management
Connecticut
$1.87M -$299K -12,995 -15%
KCM
30
Kornitzer Capital Management
Kansas
$1.47M +$242K +10,500 +22%
EIM
31
Essex Investment Management
Massachusetts
$1.32M -$5.96K -259 -0.5%
CCM
32
Cadence Capital Management
Massachusetts
$1.27M +$48.9K +2,125 +4%
CCA
33
Conestoga Capital Advisors
Pennsylvania
$1.18M +$477K +20,725 +79%
AA
34
ALPS Advisors
Colorado
$1.15M +$155K +6,732 +17%
ACM
35
Argent Capital Management
Missouri
$1.07M -$330K -14,325 -25%
WT
36
Whittier Trust
California
$1.02M – – –
Fidelity Investments
37
Fidelity Investments
Massachusetts
$953K -$7.41K -322 -0.8%
N
38
Nuveen
North Carolina
$899K -$174K -7,580 -17%
First Trust Advisors
39
First Trust Advisors
Illinois
$774K +$104K +4,507 +17%
Wells Fargo
40
Wells Fargo
California
$683K +$150K +6,537 +31%
Charles Schwab
41
Charles Schwab
California
$663K +$22.8K +989 +4%
LPL Financial
42
LPL Financial
California
$647K -$305K -13,279 -34%
Swiss National Bank
43
Swiss National Bank
Switzerland
$613K +$82.8K +3,600 +17%
Russell Investments Group
44
Russell Investments Group
United Kingdom
$599K -$156K -6,787 -22%
GI
45
GAMCO Investors
Connecticut
$585K +$538K +23,400 New
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$523K +$9.2K +400 +2%
GH
47
GAM Holding
Switzerland
$500K – – –
Mirae Asset Global Investments
48
Mirae Asset Global Investments
South Korea
$450K +$147K +6,400 +55%
T. Rowe Price Associates
49
T. Rowe Price Associates
Maryland
$434K +$69 +3 +0%
SAM
50
Storebrand Asset Management
Norway
$415K – – –
1
2
3 4

WLDN Hedge Fund Activity: Q2 2020 in Review

88 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Willdan Group (WLDN) for Q2 2020, worth a combined $221M — up 13% from $196M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of WLDN and 11 opened new positions — a net loss of 1 holder — while 28 trimmed existing stakes and 31 added.

The largest buyer was Wellington Management Group, adding an estimated $4.19M. The largest seller was Eagle Asset Management, exiting entirely with an estimated $11.8M sold.

  • 88 institutional investors held Willdan Group (WLDN) as of Q2 2020, down from 89 in Q1 2020.
  • Funds reported $221M of Willdan Group stock for Q2 2020, up 13% quarter-over-quarter.
  • 11 funds opened new Willdan Group positions in Q2 2020 and 12 closed out, a net change of -1 holder.
  • The largest Willdan Group buyer in Q2 2020 was Wellington Management Group, an estimated $4.19M added.
  • The largest Willdan Group seller in Q2 2020 was Eagle Asset Management, an estimated $11.8M sold.

Based on aggregated 13F filings for Q2 2020.