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Willdan Group
WLDN

86 hedge funds and large institutions have $231M invested in Willdan Group in 2020 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 28 increasing their positions, 33 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $221M → $231M (+$9.73M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.09% less ownership

Funds ownership: 75.89% → 74.81% (-1.1%)

2% less funds holding

Funds holding: 88 → 86 (-2)

15% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 33

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
86
Holders Change
-2
Holders Change %
-2.27%
% of All Funds
1.74%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
2
Increased
28
Reduced
33
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$5.41M
2
ACM
Arosa Capital Management
Florida
+$2.09M
3
RHJA
Rice Hall James & Associates
California
+$1.48M
4
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
+$1.46M
5
AA
ALPS Advisors
Colorado
+$373K

Top Sellers

Rank Fund Capital Flow
1
WS
Wedbush Securities
California
-$1.51M
2
CCM
Cadence Capital Management
Massachusetts
-$1.27M
3
William Blair Investment Management
William Blair Investment Management
Illinois
-$739K
4
SCA
Summit Creek Advisors
Minnesota
-$727K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$669K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$1.81M -$173K -6,434 -8%
WC
27
Walthausen & Co
New York
$1.79M -$283K -10,510 -13%
TAM
28
THB Asset Management
Connecticut
$1.79M -$117K -4,336 -6%
AA
29
ALPS Advisors
Colorado
$1.53M +$373K +13,821 +30%
KCM
30
Kornitzer Capital Management
Kansas
$1.5M – – –
EIM
31
Essex Investment Management
Massachusetts
$1.39M +$48.3K +1,792 +3%
CCA
32
Conestoga Capital Advisors
Pennsylvania
$1.24M +$39.1K +1,450 +3%
WT
33
Whittier Trust
California
$1.11M +$65.1K +2,414 +6%
ACM
34
Argent Capital Management
Missouri
$989K -$108K -4,023 -9%
N
35
Nuveen
North Carolina
$989K +$74.6K +2,769 +8%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$907K -$68.7K -2,550 -7%
First Trust Advisors
37
First Trust Advisors
Illinois
$900K +$117K +4,351 +14%
Charles Schwab
38
Charles Schwab
California
$657K -$20.5K -761 -3%
Wells Fargo
39
Wells Fargo
California
$652K -$47.8K -1,773 -6%
Swiss National Bank
40
Swiss National Bank
Switzerland
$640K +$16.2K +600 +2%
LPL Financial
41
LPL Financial
California
$638K -$23.5K -873 -3%
Russell Investments Group
42
Russell Investments Group
United Kingdom
$611K – – –
GI
43
GAMCO Investors
Connecticut
$603K +$6.42K +238 +1%
Mirae Asset Global Investments
44
Mirae Asset Global Investments
South Korea
$571K +$119K +4,400 +24%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$551K +$18.9K +700 +3%
GH
46
GAM Holding
Switzerland
$510K – – –
WS
47
Wedbush Securities
California
$479K -$1.51M -55,884 -75%
T. Rowe Price Associates
48
T. Rowe Price Associates
Maryland
$442K – – –
SAM
49
Storebrand Asset Management
Norway
$423K – – –
PFT
50
Providence First Trust
Arizona
$400K – – –
1
2
3 4

WLDN Hedge Fund Activity: Q3 2020 in Review

86 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Willdan Group (WLDN) for Q3 2020, worth a combined $231M — up 4.4% from $221M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of WLDN and 2 opened new positions — a net loss of 2 holders — while 33 trimmed existing stakes and 28 added.

The largest buyer was Invesco, adding an estimated $5.41M. The largest seller was Wedbush Securities, cutting an estimated $1.51M.

  • 86 institutional investors held Willdan Group (WLDN) as of Q3 2020, down from 88 in Q2 2020.
  • Funds reported $231M of Willdan Group stock for Q3 2020, up 4.4% quarter-over-quarter.
  • 2 funds opened new Willdan Group positions in Q3 2020 and 4 closed out, a net change of -2 holders.
  • The largest Willdan Group buyer in Q3 2020 was Invesco, an estimated $5.41M added.
  • The largest Willdan Group seller in Q3 2020 was Wedbush Securities, an estimated $1.51M sold.

Based on aggregated 13F filings for Q3 2020.