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Willdan Group
WLDN

81 hedge funds and large institutions have $166M invested in Willdan Group in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

38% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 21

7% more funds holding

Funds holding: 76 → 81 (+5)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.17% less ownership

Funds ownership: 80.67% → 79.5% (-1.2%)

12% less capital invested

Capital invested by funds: $188M → $166M (-$21.8M)

Holders
81
Holders Change
+5
Holders Change %
+6.58%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
29
Reduced
21
Closed
4
Calls
$36K
Puts
–
Net Calls
+$36K
Net Calls Change
-$87K

Top Buyers

1
Amundi
Amundi
France
+$2.1M
2
KCM
Kennedy Capital Management
Missouri
+$1.27M
3
FCM
Forager Capital Management
Alabama
+$1.14M
4
RPA
Rock Point Advisors
Vermont
+$912K
5
Marshall Wace
Marshall Wace
United Kingdom
+$458K

Top Sellers

1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$6.27M
2
FCM
Frontier Capital Management
Massachusetts
-$2.93M
3
Man Group
Man Group
United Kingdom
-$344K
4
BlackRock
BlackRock
New York
-$295K
5
Millennium Management
Millennium Management
New York
-$269K
Name Holding Trade Value Shares
Change 		Change in
Stake
WS
51
Wedbush Securities
California
$185K -$12.6K -700 -6%
Squarepoint
52
Squarepoint
New York
$180K +$206K +11,499 New
UBS Group
53
UBS Group
Switzerland
$173K +$140K +7,787 +238%
T. Rowe Price Associates
54
T. Rowe Price Associates
Maryland
$171K +$196K +10,945 New
Bank of America
55
Bank of America
North Carolina
$163K -$51K -2,846 -21%
CWA
56
CM Wealth Advisors
Ohio
$160K +$204K +11,372 New
JP Morgan Chase
57
JP Morgan Chase
New York
$140K -$122K -6,822 -43%
New York State Common Retirement Fund
58
New York State Common Retirement Fund
New York
$131K – – –
Federated Hermes
59
Federated Hermes
Pennsylvania
$128K – – –
BNP Paribas Financial Markets
60
BNP Paribas Financial Markets
France
$125K +$111K +6,189 +343%
MIM
61
MetLife Investment Management
New Jersey
$112K – – –
Deutsche Bank
62
Deutsche Bank
Germany
$111K +$44.8K +2,496 +54%
Barclays
63
Barclays
United Kingdom
$92.4K +$50.2K +2,801 +90%
AIG
64
American International Group
New York
$87.5K +$2.01K +112 +2%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$67.4K -$5.7K -318 -7%
Wells Fargo
66
Wells Fargo
California
$33.2K +$37.4K +2,085 +4,964%
AB
67
Amalgamated Bank
New York
$20K -$4.3K -240 -16%
Legal & General Group
68
Legal & General Group
United Kingdom
$18.9K – – –
AIP
69
Ameritas Investment Partners
Nebraska
$14K – – –
PCM
70
Penserra Capital Management
California
$11K +$1.94K +108 +17%
GWM
71
Geneos Wealth Management
Colorado
$9.37K – – –
Allspring Global Investments
72
Allspring Global Investments
North Carolina
$6.54K +$7.51K +419 New
MLICM
73
Metropolitan Life Insurance Company (MetLife)
New York
$5.59K -$6.51K -363 -50%
TWA
74
TCI Wealth Advisors
Arizona
$4.28K – – –
Fidelity Investments
75
Fidelity Investments
Massachusetts
$3.9K -$1.22K -68 -21%
1 2
3
4

WLDN Hedge Fund Activity: Q1 2023 in Review

81 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Willdan Group (WLDN) for Q1 2023, worth a combined $166M — down 12% from $188M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new WLDN positions and 4 closed out — a net gain of 5 holders — while 29 added to existing stakes and 21 trimmed.

The largest buyer was Amundi, adding an estimated $2.1M. The largest seller was Mirae Asset Global Investments, exiting entirely with an estimated $6.27M sold.

  • 81 institutional investors held Willdan Group (WLDN) as of Q1 2023, up from 76 in Q4 2022.
  • Funds reported $166M of Willdan Group stock for Q1 2023, down 12% quarter-over-quarter.
  • 9 funds opened new Willdan Group positions in Q1 2023 and 4 closed out, a net change of +5 holders.
  • The largest Willdan Group buyer in Q1 2023 was Amundi, an estimated $2.1M added.
  • The largest Willdan Group seller in Q1 2023 was Mirae Asset Global Investments, an estimated $6.27M sold.

Based on aggregated 13F filings for Q1 2023.