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Willdan Group
WLDN

84 hedge funds and large institutions have $201M invested in Willdan Group in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 29 increasing their positions, 28 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more call options, than puts

Call options by funds: $40K | Put options by funds: $4K

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

21% more capital invested

Capital invested by funds: $166M → $201M (+$34.8M)

4% more funds holding

Funds holding: 81 → 84 (+3)

4% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 28

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.79% less ownership

Funds ownership: 79.5% → 77.71% (-1.8%)

Holders
84
Holders Change
+3
Holders Change %
+3.7%
% of All Funds
1.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
29
Reduced
28
Closed
4
Calls
$40K
Puts
$4K
Net Calls
+$36K
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$1.39M
2
EIM
Essex Investment Management
Massachusetts
+$1.08M
3
KCM
Kennedy Capital Management
Missouri
+$711K
4
LCM
Legato Capital Management
California
+$509K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$328K

Top Sellers

1
FCM
Frontier Capital Management
Massachusetts
-$4.16M
2
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
-$1.37M
3
Morgan Stanley
Morgan Stanley
New York
-$937K
4
Amundi
Amundi
France
-$625K
5
Citadel Advisors
Citadel Advisors
Florida
-$366K
Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
26
Conestoga Capital Advisors
Pennsylvania
$1.02M – – –
Victory Capital Management
27
Victory Capital Management
Texas
$735K -$45K -2,678 -7%
State of Wisconsin Investment Board
28
State of Wisconsin Investment Board
Wisconsin
$696K +$8.4K +500 +1%
Marshall Wace
29
Marshall Wace
United Kingdom
$674K +$163K +9,681 +38%
Citadel Advisors
30
Citadel Advisors
Florida
$671K -$366K -21,767 -38%
Charles Schwab
31
Charles Schwab
California
$649K +$16.1K +959 +3%
Morgan Stanley
32
Morgan Stanley
New York
$633K -$937K -55,780 -63%
PAM
33
Panagora Asset Management
Massachusetts
$630K +$148K +8,808 +37%
TI
34
Trexquant Investment
Connecticut
$611K -$21K -1,247 -4%
First Trust Advisors
35
First Trust Advisors
Illinois
$490K +$76.4K +4,543 +22%
Invesco
36
Invesco
Georgia
$487K -$4.5K -268 -1%
GF
37
Gabelli Funds
New York
$479K – – –
N
38
Nuveen
North Carolina
$470K – – –
D.E. Shaw & Co
39
D.E. Shaw & Co
New York
$443K +$178K +10,617 +85%
Squarepoint
40
Squarepoint
New York
$429K +$183K +10,911 +95%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$337K +$4.89K +291 +2%
SAM
42
Storebrand Asset Management
Norway
$337K -$96.5K -5,740 -25%
WHC
43
Wulff, Hansen & Co
California
$329K – – –
BCM
44
Bridgeway Capital Management
Texas
$320K +$281K +16,700 New
WAM
45
Wilsey Asset Management
California
$292K +$3.81K +227 +2%
Stifel Financial
46
Stifel Financial
Missouri
$277K +$14K +832 +6%
PFT
47
Providence First Trust
Arizona
$270K – – –
UBS Group
48
UBS Group
Switzerland
$262K +$44K +2,618 +24%
Two Sigma Investments
49
Two Sigma Investments
New York
$260K +$228K +13,544 New
GI
50
GAMCO Investors
Connecticut
$259K -$252K -15,000 -53%
1
2
3 4

WLDN Hedge Fund Activity: Q2 2023 in Review

84 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Willdan Group (WLDN) for Q2 2023, worth a combined $201M — up 21% from $166M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new WLDN positions and 4 closed out — a net gain of 3 holders — while 29 added to existing stakes and 28 trimmed.

The largest buyer was BlackRock, adding an estimated $1.39M. The largest seller was Frontier Capital Management, cutting an estimated $4.16M.

  • 84 institutional investors held Willdan Group (WLDN) as of Q2 2023, up from 81 in Q1 2023.
  • Funds reported $201M of Willdan Group stock for Q2 2023, up 21% quarter-over-quarter.
  • 7 funds opened new Willdan Group positions in Q2 2023 and 4 closed out, a net change of +3 holders.
  • The largest Willdan Group buyer in Q2 2023 was BlackRock, an estimated $1.39M added.
  • The largest Willdan Group seller in Q2 2023 was Frontier Capital Management, an estimated $4.16M sold.

Based on aggregated 13F filings for Q2 2023.