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Willdan Group
WLDN

102 hedge funds and large institutions have $324M invested in Willdan Group in 2019 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

15% more capital invested

Capital invested by funds: $282M → $324M (+$41.8M)

7% more funds holding

Funds holding: 95 → 102 (+7)

5.6% more ownership

Funds ownership: 73.63% → 79.23% (+5.6%)

10% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 31

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
102
Holders Change
+7
Holders Change %
+7.37%
% of All Funds
2.21%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
15
Increased
34
Reduced
31
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RHJA
Rice Hall James & Associates
California
+$9.5M
2
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
+$8.37M
3
Federated Hermes
Federated Hermes
Pennsylvania
+$4.31M
4
TCM
TimesSquare Capital Management
New York
+$4.05M
5
SCA
Summit Creek Advisors
Minnesota
+$2.29M

Top Sellers

Rank Fund Capital Flow
1
SCPM
Sagard Capital Partners Management
New York
-$6.22M
2
BlackRock
BlackRock
New York
-$2.36M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$1.32M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$893K
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$717K
Name Holding Trade Value Shares
Change 		Change in
Stake
Mercer Global Advisors
51
Mercer Global Advisors
Colorado
$737K +$707K +19,879 New
Bank of America
52
Bank of America
North Carolina
$722K -$137K -3,844 -16%
TA
53
Teachers Advisors
New York
$696K +$81.6K +2,293 +14%
Wells Fargo
54
Wells Fargo
California
$691K +$19.5K +548 +3%
TCIM
55
TIAA CREF Investment Management
New York
$673K +$78.6K +2,210 +14%
PFT
56
Providence First Trust
Arizona
$636K – – –
California State Teachers Retirement System (CalSTRS)
57
California State Teachers Retirement System (CalSTRS)
California
$563K – – –
California Public Employees Retirement System
58
California Public Employees Retirement System
California
$559K +$106K +2,990 +25%
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$461K +$42.1K +1,184 +11%
AQR Capital Management
60
AQR Capital Management
Connecticut
$459K +$1.07K +30 +0.2%
WG
61
Winton Group
United Kingdom
$432K +$415K +11,660 New
Mirae Asset Global Investments
62
Mirae Asset Global Investments
South Korea
$391K +$375K +10,536 New
T. Rowe Price Associates
63
T. Rowe Price Associates
Maryland
$377K +$130K +3,650 +56%
State Board of Administration of Florida Retirement System
64
State Board of Administration of Florida Retirement System
Florida
$362K – – –
Squarepoint
65
Squarepoint
New York
$346K +$332K +9,322 New
OSAM
66
O'Shaughnessy Asset Management
Connecticut
$336K – – –
Connor, Clark & Lunn Investment Management (CC&L)
67
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$335K -$107K -3,000 -25%
CCA
68
Conestoga Capital Advisors
Pennsylvania
$331K +$317K +8,920 New
AA
69
ALPS Advisors
Colorado
$311K +$299K +8,402 New
New York State Common Retirement Fund
70
New York State Common Retirement Fund
New York
$300K – – –
JP Morgan Chase
71
JP Morgan Chase
New York
$262K +$38.8K +1,090 +18%
AIG
72
American International Group
New York
$229K -$7.08K -199 -3%
Goldman Sachs
73
Goldman Sachs
New York
$226K -$12.2K -342 -5%
PP
74
PDT Partners
New York
$200K +$192K +5,400 New
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$190K -$37.5K -1,054 -17%
1 2
3
4 5

WLDN Hedge Fund Activity: Q1 2019 in Review

102 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Willdan Group (WLDN) for Q1 2019, worth a combined $324M — up 15% from $282M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new WLDN positions and 8 closed out — a net gain of 7 holders — while 34 added to existing stakes and 31 trimmed.

The largest buyer was Rice Hall James & Associates, adding an estimated $9.5M. The largest seller was Sagard Capital Partners Management, exiting entirely with an estimated $6.22M sold.

  • 102 institutional investors held Willdan Group (WLDN) as of Q1 2019, up from 95 in Q4 2018.
  • Funds reported $324M of Willdan Group stock for Q1 2019, up 15% quarter-over-quarter.
  • 15 funds opened new Willdan Group positions in Q1 2019 and 8 closed out, a net change of +7 holders.
  • The largest Willdan Group buyer in Q1 2019 was Rice Hall James & Associates, an estimated $9.5M added.
  • The largest Willdan Group seller in Q1 2019 was Sagard Capital Partners Management, an estimated $6.22M sold.

Based on aggregated 13F filings for Q1 2019.