Willdan Group
WLDN
74 hedge funds and large institutions have $133M invested in Willdan Group in 2017 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 22 increasing their positions, 17 reducing their positions, and 14 closing their positions.
93% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 14
57% more capital invested
Capital invested by funds: $84.8M → $133M (+$48.2M)
29% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 17
9% more funds holding
Funds holding: 68 → 74 (+6)
3.95% more ownership
Funds ownership: 45.04% → 48.99% (+4%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$5.09M |
| 2 |
HAI
Hennessy Advisors Inc
Novato,
California
|
+$4.17M |
| 3 |
BIM
Bogle Investment Management
Newton Lower Falls,
Massachusetts
|
+$3.2M |
| 4 |
William Blair Investment Management
Chicago,
Illinois
|
+$3.18M |
| 5 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$2.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NI
Numeric Investors
Boston,
Massachusetts
|
-$5.65M |
| 2 |
TAM
Tocqueville Asset Management
New York
|
-$3.23M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
-$1.67M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$1.37M |
| 5 |
WS
Wedbush Securities
Los Angeles,
California
|
-$1.14M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HIM
76
Hillsdale Investment Management
Toronto,
Ontario, Canada
| – | -$725K | -32,114 | Closed |
|
|
CIC
77
Cornercap Investment Counsel
Atlanta,
Georgia
| – | -$590K | -26,120 | Closed |
|
78
Russell Investments Group
London,
United Kingdom
| – | -$479K | -20,971 | Closed |
|
|
TC
79
TFS Capital
West Chester,
Pennsylvania
| – | -$353K | -15,641 | Closed |
|
|
IECM
80
Intrinsic Edge Capital Management
Chicago,
Illinois
| – | -$226K | -10,000 | Closed |
|
|
JIR
81
James Investment Research
Alpha,
Ohio
| – | -$139K | -6,146 | Closed |
|
82
Nordea Investment Management
Stockholm,
Sweden
| – | -$101K | -4,491 | Closed |
|
83
Walleye Trading
New York
| – | -$56K | -2,485 | Closed |
|
|
TDC
84
Thompson Davis & Co
Richmond,
Virginia
| – | -$28K | -1,250 | Closed |
|
85
UBS Group
Zurich,
Switzerland
| – | -$24K | -1,084 | Closed |
|
86
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$12K | -511 | Closed |
|
87
SEI Investments
Oaks,
Pennsylvania
| – | -$6K | -261 | Closed |
|
88
JP Morgan Chase
New York
| – | -$4K | -181 | Closed |
|
WLDN Hedge Fund Activity: Q1 2017 in Review
74 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Willdan Group (WLDN) for Q1 2017, worth a combined $133M — up 57% from $84.8M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new WLDN positions and 14 closed out — a net gain of 13 holders — while 22 added to existing stakes and 17 trimmed.
The largest buyer was BlackRock, adding an estimated $5.09M. The largest seller was Numeric Investors, exiting entirely with an estimated $5.65M sold.
- 74 institutional investors held Willdan Group (WLDN) as of Q1 2017, up from 68 in Q4 2016.
- Funds reported $133M of Willdan Group stock for Q1 2017, up 57% quarter-over-quarter.
- 27 funds opened new Willdan Group positions in Q1 2017 and 14 closed out, a net change of +13 holders.
- The largest Willdan Group buyer in Q1 2017 was BlackRock, an estimated $5.09M added.
- The largest Willdan Group seller in Q1 2017 was Numeric Investors, an estimated $5.65M sold.
Based on aggregated 13F filings for Q1 2017.