Willdan Group
WLDN
50 hedge funds and large institutions have $32.3M invested in Willdan Group in 2015 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 22 increasing their positions, 11 reducing their positions, and 8 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 11
63% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 8
11% more funds holding
Funds holding: 45 → 50 (+5)
15% less capital invested
Capital invested by funds: $38M → $32.3M (-$5.69M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
+$2.51M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
+$1.55M |
| 3 |
GCP
GSA Capital Partners
London,
United Kingdom
|
+$1.4M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$834K |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
+$790K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EI
EAM Investors
Solana Beach,
California
|
-$1.42M |
| 2 |
BIM
Bogle Investment Management
Newton Lower Falls,
Massachusetts
|
-$852K |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$434K |
| 4 |
F
FolioMetrix
Omaha,
Nebraska
|
-$377K |
| 5 |
NA
Navellier & Associates
Reno,
Nevada
|
-$362K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
F
51
FolioMetrix
Omaha,
Nebraska
| – | -$377K | -23,800 | Closed |
|
|
CAM
52
ClariVest Asset Management
San Diego,
California
| – | -$215K | -13,582 | Closed |
|
|
WRM
53
Westport Resources Management
Westport,
Connecticut
| – | -$149K | -9,400 | Closed |
|
54
Creative Planning
Overland Park,
Kansas
| – | -$21K | -1,312 | Closed |
|
55
ClearBridge Investments
New York
| – | -$16K | -1,000 | Closed |
|
|
DADC
56
D.A. Davidson & Co
Great Falls,
Montana
| – | -$4K | -300 | Closed |
|
|
TRCT
57
Tower Research Capital (TRC)
New York
| – | -$492 | -35 | -56% |
|
WLDN Hedge Fund Activity: Q2 2015 in Review
50 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Willdan Group (WLDN) for Q2 2015, worth a combined $32.3M — down 15% from $38M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new WLDN positions and 8 closed out — a net gain of 5 holders — while 22 added to existing stakes and 11 trimmed.
The largest buyer was Renaissance Technologies, adding an estimated $2.51M. The largest seller was EAM Investors, exiting entirely with an estimated $1.42M sold.
- 50 institutional investors held Willdan Group (WLDN) as of Q2 2015, up from 45 in Q1 2015.
- Funds reported $32.3M of Willdan Group stock for Q2 2015, down 15% quarter-over-quarter.
- 13 funds opened new Willdan Group positions in Q2 2015 and 8 closed out, a net change of +5 holders.
- The largest Willdan Group buyer in Q2 2015 was Renaissance Technologies, an estimated $2.51M added.
- The largest Willdan Group seller in Q2 2015 was EAM Investors, an estimated $1.42M sold.
Based on aggregated 13F filings for Q2 2015.