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Willdan Group
WLDN

68 hedge funds and large institutions have $84.8M invested in Willdan Group in 2016 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,050% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 2

65% more capital invested

Capital invested by funds: $51.3M → $84.8M (+$33.5M)

45.04% more ownership

Funds ownership: 0% → 45.04% (+45%)

45% more funds holding

Funds holding: 47 → 68 (+21)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

6% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 18

Holders
68
Holders Change
+21
Holders Change %
+44.68%
% of All Funds
1.7%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
23
Increased
17
Reduced
18
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NI
Numeric Investors
Massachusetts
+$5.08M
2
Renaissance Technologies
Renaissance Technologies
New York
+$2.87M
3
BIT
BlackRock Institutional Trust
California
+$1.56M
4
OAM
Oxford Asset Management
United Kingdom
+$1.54M
5
Two Sigma Investments
Two Sigma Investments
New York
+$1.34M

Top Sellers

1
PCM
Perritt Capital Management
Illinois
-$1.5M
2
WS
Wedbush Securities
California
-$761K
3
EI
EAM Investors
California
-$758K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$602K
5
TAM
Tocqueville Asset Management
New York
-$487K
Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
51
Segantii Capital Management
Hong Kong
$37K +$32.5K +1,600 New
BA
52
BlackRock Advisors
Delaware
$32K +$29K +1,428 New
Bank of America
53
Bank of America
North Carolina
$28K -$5.52K -272 -18%
BIM
54
BlackRock Investment Management
Delaware
$28K -$751 -37 -3%
TDC
55
Thompson Davis & Co
Virginia
$28K – – –
UBS Group
56
UBS Group
Switzerland
$24K -$44.9K -2,211 -67%
GWM
57
Geneos Wealth Management
Colorado
$22K – – –
US Bancorp
58
US Bancorp
Minnesota
$20K +$18.1K +890 New
MFS
59
MSI Financial Services
Massachusetts
$20K +$18.2K +897 New
BlackRock
60
BlackRock
New York
$16K +$14.2K +700 New
Federated Hermes
61
Federated Hermes
Pennsylvania
$12K +$264 +13 +3%
Manulife (Manufacturers Life Insurance)
62
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10K -$1.1K -54 -11%
BJ
63
BlackRock Japan
Japan
$10K +$9.2K +453 New
SEI Investments
64
SEI Investments
Pennsylvania
$6K +$5.3K +261 New
Wells Fargo
65
Wells Fargo
California
$5K -$184K -9,082 -98%
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$5K – – –
JP Morgan Chase
67
JP Morgan Chase
New York
$4K -$87.1K -4,292 -96%
GC
68
Globeflex Capital
California
$1K – – –
PCM
69
Prelude Capital Management
New York
– -$44K -2,481 Closed
1 2
3

WLDN Hedge Fund Activity: Q4 2016 in Review

68 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Willdan Group (WLDN) for Q4 2016, worth a combined $84.8M — up 65% from $51.3M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new WLDN positions and 2 closed out — a net gain of 21 holders — while 17 added to existing stakes and 18 trimmed.

The largest buyer was Numeric Investors, opening a new position worth an estimated $5.08M. The largest seller was Perritt Capital Management, cutting an estimated $1.5M.

  • 68 institutional investors held Willdan Group (WLDN) as of Q4 2016, up from 47 in Q3 2016.
  • Funds reported $84.8M of Willdan Group stock for Q4 2016, up 65% quarter-over-quarter.
  • 23 funds opened new Willdan Group positions in Q4 2016 and 2 closed out, a net change of +21 holders.
  • The largest Willdan Group buyer in Q4 2016 was Numeric Investors, an estimated $5.08M added.
  • The largest Willdan Group seller in Q4 2016 was Perritt Capital Management, an estimated $1.5M sold.

Based on aggregated 13F filings for Q4 2016.