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Willdan Group
WLDN

74 hedge funds and large institutions have $133M invested in Willdan Group in 2017 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 22 increasing their positions, 17 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 14

57% more capital invested

Capital invested by funds: $84.8M → $133M (+$48.2M)

29% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 17

9% more funds holding

Funds holding: 68 → 74 (+6)

3.95% more ownership

Funds ownership: 45.04% → 48.99% (+4%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
74
Holders Change
+6
Holders Change %
+8.82%
% of All Funds
1.84%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
27
Increased
22
Reduced
17
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$5.09M
2
HAI
Hennessy Advisors Inc
California
+$4.17M
3
BIM
Bogle Investment Management
Massachusetts
+$3.2M
4
William Blair Investment Management
William Blair Investment Management
Illinois
+$3.18M
5
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$2.22M

Top Sellers

Rank Fund Capital Flow
1
NI
Numeric Investors
Massachusetts
-$5.65M
2
TAM
Tocqueville Asset Management
New York
-$3.23M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$1.67M
4
Deutsche Bank
Deutsche Bank
Germany
-$1.37M
5
WS
Wedbush Securities
California
-$1.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
CI
51
Cavalier Investments
Georgia
$355K – – –
OAM
52
Oberweis Asset Management
Illinois
$353K -$57K -2,000 -15%
SCM
53
Segantii Capital Management
Hong Kong
$347K +$261K +9,155 +572%
EMG
54
Ellington Management Group
Connecticut
$332K +$25.7K +900 +10%
RHJA
55
Rice Hall James & Associates
California
$317K +$280K +9,823 New
Wells Fargo
56
Wells Fargo
California
$294K +$254K +8,915 +4,225%
OSAM
57
O'Shaughnessy Asset Management
Connecticut
$272K +$241K +8,437 New
Charles Schwab
58
Charles Schwab
California
$271K +$239K +8,400 New
Barclays
59
Barclays
United Kingdom
$268K +$237K +8,300 New
HW
60
Hancock Whitney
Mississippi
$254K +$224K +7,870 New
Squarepoint
61
Squarepoint
New York
$251K +$222K +7,771 New
BCM
62
BlueCrest Capital Management
Jersey
$248K +$219K +7,681 New
CAM
63
ClariVest Asset Management
California
$242K -$401K -14,077 -65%
GC
64
Globeflex Capital
California
$234K +$205K +7,200 +18,000%
OAM
65
Oppenheimer Asset Management
New York
$146K +$129K +4,522 New
Creative Planning
66
Creative Planning
Kansas
$107K +$95K +3,331 New
TRCT
67
Tower Research Capital (TRC)
New York
$105K +$93K +3,264 New
AIM
68
Acrospire Investment Management
Illinois
$88K -$154K -5,396 -66%
US Bancorp
69
US Bancorp
Minnesota
$65K +$31.9K +1,119 +126%
GWM
70
Geneos Wealth Management
Colorado
$32K – – –
Manulife (Manufacturers Life Insurance)
71
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$15K – – –
SPIA
72
Steward Partners Investment Advisory
New York
$9K +$8.55K +300 New
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$6K – – –
GT
74
Glenmede Trust
Pennsylvania
$3K +$2.85K +100 New
NI
75
Numeric Investors
Massachusetts
– -$5.65M -250,009 Closed
1 2
3
4

WLDN Hedge Fund Activity: Q1 2017 in Review

74 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Willdan Group (WLDN) for Q1 2017, worth a combined $133M — up 57% from $84.8M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new WLDN positions and 14 closed out — a net gain of 13 holders — while 22 added to existing stakes and 17 trimmed.

The largest buyer was BlackRock, adding an estimated $5.09M. The largest seller was Numeric Investors, exiting entirely with an estimated $5.65M sold.

  • 74 institutional investors held Willdan Group (WLDN) as of Q1 2017, up from 68 in Q4 2016.
  • Funds reported $133M of Willdan Group stock for Q1 2017, up 57% quarter-over-quarter.
  • 27 funds opened new Willdan Group positions in Q1 2017 and 14 closed out, a net change of +13 holders.
  • The largest Willdan Group buyer in Q1 2017 was BlackRock, an estimated $5.09M added.
  • The largest Willdan Group seller in Q1 2017 was Numeric Investors, an estimated $5.65M sold.

Based on aggregated 13F filings for Q1 2017.