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Willdan Group
WLDN

43 hedge funds and large institutions have $26.2M invested in Willdan Group in 2015 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 19 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% less funds holding

Funds holding: 50 → 43 (-7)

19% less capital invested

Capital invested by funds: $32.3M → $26.2M (-$6.17M)

47% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 19

58% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 12

Holders
43
Holders Change
-7
Holders Change %
-14%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
10
Reduced
19
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BIT
BlackRock Institutional Trust
California
+$1.57M
2
TAM
Tocqueville Asset Management
New York
+$517K
3
Millennium Management
Millennium Management
New York
+$263K
4
EIM
Essex Investment Management
Massachusetts
+$245K
5
Bank of America
Bank of America
North Carolina
+$197K

Top Sellers

1
PP
PDT Partners
New York
-$692K
2
JIR
James Investment Research
Ohio
-$676K
3
BCM
Bridgeway Capital Management
Texas
-$644K
4
Deutsche Bank
Deutsche Bank
Germany
-$577K
5
NI
Numeric Investors
Massachusetts
-$565K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
51
UBS Group
Switzerland
– -$26K -2,320 Closed
LTFS
52
Ladenburg Thalmann Financial Services
Florida
– -$13K -1,125 Closed
PCM
53
Prelude Capital Management
New York
– -$4K -400 Closed
Citigroup
54
Citigroup
New York
– -$1K -105 Closed
1 2
3

WLDN Hedge Fund Activity: Q3 2015 in Review

43 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Willdan Group (WLDN) for Q3 2015, worth a combined $26.2M — down 19% from $32.3M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of WLDN and 5 opened new positions — a net loss of 7 holders — while 19 trimmed existing stakes and 10 added.

The largest buyer was BlackRock Institutional Trust, adding an estimated $1.57M. The largest seller was PDT Partners, exiting entirely with an estimated $692K sold.

  • 43 institutional investors held Willdan Group (WLDN) as of Q3 2015, down from 50 in Q2 2015.
  • Funds reported $26.2M of Willdan Group stock for Q3 2015, down 19% quarter-over-quarter.
  • 5 funds opened new Willdan Group positions in Q3 2015 and 12 closed out, a net change of -7 holders.
  • The largest Willdan Group buyer in Q3 2015 was BlackRock Institutional Trust, an estimated $1.57M added.
  • The largest Willdan Group seller in Q3 2015 was PDT Partners, an estimated $692K sold.

Based on aggregated 13F filings for Q3 2015.