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Willdan Group
WLDN

95 hedge funds and large institutions have $282M invested in Willdan Group in 2018 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 34 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

37% more capital invested

Capital invested by funds: $206M → $282M (+$75.7M)

17% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 29

14% more funds holding

Funds holding: 83 → 95 (+12)

5.57% more ownership

Funds ownership: 68.06% → 73.63% (+5.6%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
95
Holders Change
+12
Holders Change %
+14.46%
% of All Funds
2.12%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
19
Increased
34
Reduced
29
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TCM
TimesSquare Capital Management
New York
+$20.8M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$11.5M
3
DCM
Driehaus Capital Management
Illinois
+$8.25M
4
Federated Hermes
Federated Hermes
Pennsylvania
+$5.56M
5
BlackRock
BlackRock
New York
+$4.97M

Top Sellers

Rank Fund Capital Flow
1
William Blair Investment Management
William Blair Investment Management
Illinois
-$3.72M
2
ACM
Ativo Capital Management
Illinois
-$1.19M
3
WS
Wedbush Securities
California
-$1.05M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$917K
5
MYIA
Mount Yale Investment Advisors
Colorado
-$485K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
51
Morgan Stanley
New York
$590K -$7.22K -211 -1%
TA
52
Teachers Advisors
New York
$577K – – –
TCIM
53
TIAA CREF Investment Management
New York
$558K -$5.68K -166 -1%
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$531K +$108K +3,149 +26%
Two Sigma Investments
55
Two Sigma Investments
New York
$520K -$310K -9,053 -38%
Citadel Advisors
56
Citadel Advisors
Florida
$491K +$271K +7,906 +129%
OAM
57
Oxford Asset Management
United Kingdom
$462K +$452K +13,201 New
Deutsche Bank
58
Deutsche Bank
Germany
$447K -$200K -5,847 -31%
AQR Capital Management
59
AQR Capital Management
Connecticut
$433K -$230K -6,720 -35%
California Public Employees Retirement System
60
California Public Employees Retirement System
California
$423K – – –
Connor, Clark & Lunn Investment Management (CC&L)
61
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$422K +$109K +3,175 +36%
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$393K +$145K +4,240 +61%
SRAM
63
Stone Ridge Asset Management
New York
$345K +$337K +9,859 New
State Board of Administration of Florida Retirement System
64
State Board of Administration of Florida Retirement System
Florida
$342K -$101K -2,964 -23%
OSAM
65
O'Shaughnessy Asset Management
Connecticut
$319K +$312K +9,118 New
New York State Common Retirement Fund
66
New York State Common Retirement Fund
New York
$283K – – –
Two Sigma Advisers
67
Two Sigma Advisers
New York
$248K -$58.2K -1,700 -19%
T. Rowe Price Associates
68
T. Rowe Price Associates
Maryland
$228K -$13.2K -385 -6%
Goldman Sachs
69
Goldman Sachs
New York
$225K +$220K +6,434 New
OAM
70
Oppenheimer Asset Management
New York
$224K -$10.3K -302 -5%
AIG
71
American International Group
New York
$223K +$40K +1,169 +22%
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$217K +$2.12K +62 +1%
JP Morgan Chase
73
JP Morgan Chase
New York
$209K +$142K +4,151 +228%
PAM
74
Panagora Asset Management
Massachusetts
$183K +$41.4K +1,210 +30%
MIM
75
MetLife Investment Management
New Jersey
$160K +$156K +4,570 New
1 2
3
4

WLDN Hedge Fund Activity: Q4 2018 in Review

95 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Willdan Group (WLDN) for Q4 2018, worth a combined $282M — up 37% from $206M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new WLDN positions and 7 closed out — a net gain of 12 holders — while 34 added to existing stakes and 29 trimmed.

The largest buyer was TimesSquare Capital Management, opening a new position worth an estimated $20.8M. The largest seller was William Blair Investment Management, cutting an estimated $3.72M.

  • 95 institutional investors held Willdan Group (WLDN) as of Q4 2018, up from 83 in Q3 2018.
  • Funds reported $282M of Willdan Group stock for Q4 2018, up 37% quarter-over-quarter.
  • 19 funds opened new Willdan Group positions in Q4 2018 and 7 closed out, a net change of +12 holders.
  • The largest Willdan Group buyer in Q4 2018 was TimesSquare Capital Management, an estimated $20.8M added.
  • The largest Willdan Group seller in Q4 2018 was William Blair Investment Management, an estimated $3.72M sold.

Based on aggregated 13F filings for Q4 2018.