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Willdan Group
WLDN

81 hedge funds and large institutions have $166M invested in Willdan Group in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

38% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 21

7% more funds holding

Funds holding: 76 → 81 (+5)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.17% less ownership

Funds ownership: 80.67% → 79.5% (-1.2%)

12% less capital invested

Capital invested by funds: $188M → $166M (-$21.8M)

Holders
81
Holders Change
+5
Holders Change %
+6.58%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
29
Reduced
21
Closed
4
Calls
$36K
Puts
–
Net Calls
+$36K
Net Calls Change
-$87K

Top Buyers

1
Amundi
Amundi
France
+$2.1M
2
KCM
Kennedy Capital Management
Missouri
+$1.27M
3
FCM
Forager Capital Management
Alabama
+$1.14M
4
RPA
Rock Point Advisors
Vermont
+$912K
5
Marshall Wace
Marshall Wace
United Kingdom
+$458K

Top Sellers

1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$6.27M
2
FCM
Frontier Capital Management
Massachusetts
-$2.93M
3
Man Group
Man Group
United Kingdom
-$344K
4
BlackRock
BlackRock
New York
-$295K
5
Millennium Management
Millennium Management
New York
-$269K
Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
26
Conestoga Capital Advisors
Pennsylvania
$829K – – –
Millennium Management
27
Millennium Management
New York
$711K -$269K -14,990 -25%
Victory Capital Management
28
Victory Capital Management
Texas
$641K -$2.04K -114 -0.3%
State of Wisconsin Investment Board
29
State of Wisconsin Investment Board
Wisconsin
$559K +$21.5K +1,200 +3%
TI
30
Trexquant Investment
Connecticut
$518K +$103K +5,724 +21%
Charles Schwab
31
Charles Schwab
California
$514K +$18.7K +1,040 +3%
GI
32
GAMCO Investors
Connecticut
$445K +$8.97K +500 +2%
LCM
33
Legato Capital Management
California
$405K – – –
Invesco
34
Invesco
Georgia
$401K -$30.8K -1,718 -6%
Marshall Wace
35
Marshall Wace
United Kingdom
$399K +$458K +25,514 New
GF
36
Gabelli Funds
New York
$391K -$35.9K -2,000 -7%
N
37
Nuveen
North Carolina
$383K -$4.81K -268 -1%
PAM
38
Panagora Asset Management
Massachusetts
$376K +$193K +10,755 +81%
SAM
39
Storebrand Asset Management
Norway
$364K – – –
First Trust Advisors
40
First Trust Advisors
Illinois
$329K -$5.08K -283 -1%
TRCT
41
Tower Research Capital (TRC)
New York
$277K +$111K +6,162 +53%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$270K +$3.69K +206 +1%
WHC
43
Wulff, Hansen & Co
California
$268K – – –
Osaic Holdings
44
Osaic Holdings
Arizona
$238K +$271K +15,100 +9,438%
WAM
45
Wilsey Asset Management
California
$234K – – –
PFT
46
Providence First Trust
Arizona
$220K – – –
Stifel Financial
47
Stifel Financial
Missouri
$213K +$9.67K +539 +4%
SEI Investments
48
SEI Investments
Pennsylvania
$203K +$30K +1,674 +15%
CIS
49
Connors Investor Services
Pennsylvania
$198K +$227K +12,672 New
D.E. Shaw & Co
50
D.E. Shaw & Co
New York
$195K +$224K +12,508 New
1
2
3 4

WLDN Hedge Fund Activity: Q1 2023 in Review

81 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Willdan Group (WLDN) for Q1 2023, worth a combined $166M — down 12% from $188M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new WLDN positions and 4 closed out — a net gain of 5 holders — while 29 added to existing stakes and 21 trimmed.

The largest buyer was Amundi, adding an estimated $2.1M. The largest seller was Mirae Asset Global Investments, exiting entirely with an estimated $6.27M sold.

  • 81 institutional investors held Willdan Group (WLDN) as of Q1 2023, up from 76 in Q4 2022.
  • Funds reported $166M of Willdan Group stock for Q1 2023, down 12% quarter-over-quarter.
  • 9 funds opened new Willdan Group positions in Q1 2023 and 4 closed out, a net change of +5 holders.
  • The largest Willdan Group buyer in Q1 2023 was Amundi, an estimated $2.1M added.
  • The largest Willdan Group seller in Q1 2023 was Mirae Asset Global Investments, an estimated $6.27M sold.

Based on aggregated 13F filings for Q1 2023.