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Willdan Group
WLDN

84 hedge funds and large institutions have $201M invested in Willdan Group in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 29 increasing their positions, 28 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more call options, than puts

Call options by funds: $40K | Put options by funds: $4K

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

21% more capital invested

Capital invested by funds: $166M → $201M (+$34.8M)

4% more funds holding

Funds holding: 81 → 84 (+3)

4% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 28

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.79% less ownership

Funds ownership: 79.5% → 77.71% (-1.8%)

Holders
84
Holders Change
+3
Holders Change %
+3.7%
% of All Funds
1.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
29
Reduced
28
Closed
4
Calls
$40K
Puts
$4K
Net Calls
+$36K
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$1.39M
2
EIM
Essex Investment Management
Massachusetts
+$1.08M
3
KCM
Kennedy Capital Management
Missouri
+$711K
4
LCM
Legato Capital Management
California
+$509K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$328K

Top Sellers

1
FCM
Frontier Capital Management
Massachusetts
-$4.16M
2
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
-$1.37M
3
Morgan Stanley
Morgan Stanley
New York
-$937K
4
Amundi
Amundi
France
-$625K
5
Citadel Advisors
Citadel Advisors
Florida
-$366K
Name Holding Trade Value Shares
Change 		Change in
Stake
CIS
51
Connors Investor Services
Pennsylvania
$243K – – –
GIA
52
Gladstone Institutional Advisory
Florida
$242K +$212K +12,626 New
GCP
53
GSA Capital Partners
United Kingdom
$229K +$201K +11,978 New
WS
54
Wedbush Securities
California
$227K – – –
T. Rowe Price Associates
55
T. Rowe Price Associates
Maryland
$212K +$1.5K +89 +0.8%
SEI Investments
56
SEI Investments
Pennsylvania
$208K -$35.8K -2,128 -16%
Osaic Holdings
57
Osaic Holdings
Arizona
$195K -$85.7K -5,100 -33%
Goldman Sachs
58
Goldman Sachs
New York
$192K +$168K +10,015 New
JP Morgan Chase
59
JP Morgan Chase
New York
$182K +$9.35K +556 +6%
Bank of America
60
Bank of America
North Carolina
$166K -$30.4K -1,806 -17%
Federated Hermes
61
Federated Hermes
Pennsylvania
$148K -$7.82K -465 -6%
MIM
62
MetLife Investment Management
New Jersey
$137K – – –
AIG
63
American International Group
New York
$112K +$4.4K +262 +5%
Deutsche Bank
64
Deutsche Bank
Germany
$110K -$23K -1,366 -19%
PCM
65
Penserra Capital Management
California
$99K +$74.7K +4,447 +601%
Wells Fargo
66
Wells Fargo
California
$89K +$42.3K +2,518 +118%
BNP Paribas Financial Markets
67
BNP Paribas Financial Markets
France
$82.4K -$62.1K -3,697 -46%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$77.7K -$4.42K -263 -6%
Citigroup
69
Citigroup
New York
$69.6K +$61.1K +3,634 New
New York State Common Retirement Fund
70
New York State Common Retirement Fund
New York
$61.3K -$87.4K -5,200 -62%
Barclays
71
Barclays
United Kingdom
$46.5K -$58.7K -3,491 -59%
Nisa Investment Advisors
72
Nisa Investment Advisors
Missouri
$25.3K +$22.2K +1,320 New
Legal & General Group
73
Legal & General Group
United Kingdom
$22.6K -$437 -26 -2%
AB
74
Amalgamated Bank
New York
$21K -$2.22K -132 -11%
AIP
75
Ameritas Investment Partners
Nebraska
$17.2K – – –
1 2
3
4

WLDN Hedge Fund Activity: Q2 2023 in Review

84 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Willdan Group (WLDN) for Q2 2023, worth a combined $201M — up 21% from $166M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new WLDN positions and 4 closed out — a net gain of 3 holders — while 29 added to existing stakes and 28 trimmed.

The largest buyer was BlackRock, adding an estimated $1.39M. The largest seller was Frontier Capital Management, cutting an estimated $4.16M.

  • 84 institutional investors held Willdan Group (WLDN) as of Q2 2023, up from 81 in Q1 2023.
  • Funds reported $201M of Willdan Group stock for Q2 2023, up 21% quarter-over-quarter.
  • 7 funds opened new Willdan Group positions in Q2 2023 and 4 closed out, a net change of +3 holders.
  • The largest Willdan Group buyer in Q2 2023 was BlackRock, an estimated $1.39M added.
  • The largest Willdan Group seller in Q2 2023 was Frontier Capital Management, an estimated $4.16M sold.

Based on aggregated 13F filings for Q2 2023.