Willdan Group
WLDN
83 hedge funds and large institutions have $206M invested in Willdan Group in 2018 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 21 reducing their positions, and 13 closing their positions.
48% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 21
10% more capital invested
Capital invested by funds: $187M → $206M (+$19.1M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.08% less ownership
Funds ownership: 68.13% → 68.06% (-0.08%)
8% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 13
1% less funds holding
Funds holding: 84 → 83 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.18M |
| 2 |
William Blair Investment Management
Chicago,
Illinois
|
+$1.58M |
| 3 |
TWMP
Taylor Wealth Management Partners
Boston,
Massachusetts
|
+$1.29M |
| 4 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
+$1.28M |
| 5 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$1.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Cloverdale Capital Management
Dallas,
Texas
|
-$4.51M |
| 2 |
PM
Precept Management
Dallas,
Texas
|
-$2.24M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$952K |
| 4 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$883K |
| 5 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$843K |
WLDN Hedge Fund Activity: Q3 2018 in Review
83 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Willdan Group (WLDN) for Q3 2018, worth a combined $206M — up 10% from $187M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of WLDN and 12 opened new positions — a net loss of 1 holder — while 21 trimmed existing stakes and 31 added.
The largest buyer was Royal Bank of Canada, adding an estimated $4.18M. The largest seller was Cloverdale Capital Management, exiting entirely with an estimated $4.51M sold.
- 83 institutional investors held Willdan Group (WLDN) as of Q3 2018, down from 84 in Q2 2018.
- Funds reported $206M of Willdan Group stock for Q3 2018, up 10% quarter-over-quarter.
- 12 funds opened new Willdan Group positions in Q3 2018 and 13 closed out, a net change of -1 holder.
- The largest Willdan Group buyer in Q3 2018 was Royal Bank of Canada, an estimated $4.18M added.
- The largest Willdan Group seller in Q3 2018 was Cloverdale Capital Management, an estimated $4.51M sold.
Based on aggregated 13F filings for Q3 2018.