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Willdan Group
WLDN

79 hedge funds and large institutions have $161M invested in Willdan Group in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 31 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 20

6.57% more ownership

Funds ownership: 75.23% → 81.8% (+6.6%)

4% less funds holding

Funds holding: 82 → 79 (-3)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

41% less capital invested

Capital invested by funds: $275M → $161M (-$114M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
79
Holders Change
-3
Holders Change %
-3.66%
% of All Funds
1.36%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
7
Increased
31
Reduced
20
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Amundi
Amundi
France
+$35.2M
2
RPA
Rock Point Advisors
Vermont
+$2.85M
3
WAM
Wilsey Asset Management
California
+$658K
4
Northern Trust
Northern Trust
Illinois
+$488K
5
Citadel Advisors
Citadel Advisors
Florida
+$409K

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$5.11M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$4.74M
3
First Trust Advisors
First Trust Advisors
Illinois
-$2.42M
4
RHJA
Rice Hall James & Associates
California
-$1.64M
5
WC
Walthausen & Co
New York
-$1.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
Millennium Management
51
Millennium Management
New York
$173K +$279K +11,672 New
TI
52
Trexquant Investment
Connecticut
$156K +$252K +10,526 New
SEI Investments
53
SEI Investments
Pennsylvania
$150K – – –
Goldman Sachs
54
Goldman Sachs
New York
$148K +$240K +10,014 New
CS
55
Credit Suisse
Switzerland
$132K +$1.32K +55 +0.6%
New York State Common Retirement Fund
56
New York State Common Retirement Fund
New York
$124K +$646 +27 +0.3%
TRCT
57
Tower Research Capital (TRC)
New York
$107K -$5.98K -250 -3%
MIM
58
MetLife Investment Management
New Jersey
$106K – – –
AIG
59
American International Group
New York
$82K +$1.87K +78 +1%
Deutsche Bank
60
Deutsche Bank
Germany
$67K -$18.4K -771 -15%
Legal & General Group
61
Legal & General Group
United Kingdom
$64K +$9.83K +411 +10%
BNP Paribas Financial Markets
62
BNP Paribas Financial Markets
France
$61.7K +$40.8K +1,704 +69%
Canada Life
63
Canada Life
Manitoba, Canada
$54K +$78.1K +3,264 +892%
Bank of America
64
Bank of America
North Carolina
$50K -$6.27K -262 -7%
UBS Group
65
UBS Group
Switzerland
$25K +$16.5K +688 +68%
AB
66
Amalgamated Bank
New York
$22K +$72 +3 +0.2%
Zurich Cantonal Bank
67
Zurich Cantonal Bank
Switzerland
$19K – – –
AIP
68
Ameritas Investment Partners
Nebraska
$13K – – –
MLICM
69
Metropolitan Life Insurance Company (MetLife)
New York
$9.21K – – –
GWM
70
Geneos Wealth Management
Colorado
$8K – – –
Citigroup
71
Citigroup
New York
$7K -$15.4K -642 -57%
Barclays
72
Barclays
United Kingdom
$7K -$1.48K -62 -11%
PCM
73
Penserra Capital Management
California
$6K +$2.03K +85 +23%
Wells Fargo
74
Wells Fargo
California
$2K -$1.79K -75 -45%
Fidelity Investments
75
Fidelity Investments
Massachusetts
$2K -$96 -4 -3%
1 2
3
4

WLDN Hedge Fund Activity: Q3 2022 in Review

79 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Willdan Group (WLDN) for Q3 2022, worth a combined $161M — down 41% from $275M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of WLDN and 7 opened new positions — a net loss of 3 holders — while 20 trimmed existing stakes and 31 added.

The largest buyer was Amundi, adding an estimated $35.2M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $5.11M sold.

  • 79 institutional investors held Willdan Group (WLDN) as of Q3 2022, down from 82 in Q2 2022.
  • Funds reported $161M of Willdan Group stock for Q3 2022, down 41% quarter-over-quarter.
  • 7 funds opened new Willdan Group positions in Q3 2022 and 10 closed out, a net change of -3 holders.
  • The largest Willdan Group buyer in Q3 2022 was Amundi, an estimated $35.2M added.
  • The largest Willdan Group seller in Q3 2022 was Lord, Abbett & Co, an estimated $5.11M sold.

Based on aggregated 13F filings for Q3 2022.