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Willdan Group

102 hedge funds and large institutions have $361M invested in Willdan Group in 2019 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 42 increasing their positions, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 25

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

12% more capital invested

Capital invested by funds: $324M → $361M (+$37.8M)

7.98% more ownership

Funds ownership: 79.23%87.21% (+8%)

0% more funds holding

Funds holding: 102102 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
102
Holders Change
Holders Change %
0%
% of All Funds
2.22%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
42
Reduced
25
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
76
Barclays
United Kingdom
$239K +$133K +3,666 +134%
AIG
77
American International Group
New York
$235K +$4.95K +137 +2%
AQR Capital Management
78
AQR Capital Management
Connecticut
$225K -$230K -6,359 -51%
CS
79
Credit Suisse
Switzerland
$210K +$204K +5,654 New
MIM
80
MetLife Investment Management
New Jersey
$170K
OAM
81
Oppenheimer Asset Management
New York
$137K -$22.4K -621 -14%
MLICM
82
Metropolitan Life Insurance Company (MetLife)
New York
$119K
Citigroup
83
Citigroup
New York
$104K +$5.35K +148 +6%
Legal & General Group
84
Legal & General Group
United Kingdom
$97K +$38.9K +1,075 +71%
UBS Group
85
UBS Group
Switzerland
$90K +$83.5K +2,310 +1,777%
US Bancorp
86
US Bancorp
Minnesota
$88K +$10.7K +296 +14%
Morgan Stanley
87
Morgan Stanley
New York
$83K -$59.3K -1,641 -42%
VC
88
Vestor Capital
Illinois
$75K -$5.42K -150 -7%
DWM
89
Destination Wealth Management
California
$72K
Canada Life
90
Canada Life
Manitoba, Canada
$70K +$67.7K +1,874 New
BNP Paribas Financial Markets
91
BNP Paribas Financial Markets
France
$43.2K -$31.3K -867 -43%
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$31K -$155K -4,281 -84%
Zurich Cantonal Bank
93
Zurich Cantonal Bank
Switzerland
$27K +$26K +720 New
AIP
94
Ameritas Investment Partners
Nebraska
$25K
GWM
95
Geneos Wealth Management
Colorado
$22K
AG
96
Aperio Group
California
$9K +$8.35K +231 New
FHA
97
First Horizon Advisors
Tennessee
$7K
LTFS
98
Ladenburg Thalmann Financial Services
Florida
$4K
CFA
99
Camarda Financial Advisors
Florida
$1K
GT
100
Glenmede Trust
Pennsylvania
$100 +$44.3K +1,225 +83%

WLDN Hedge Fund Activity: Q2 2019 in Review

102 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Willdan Group (WLDN) for Q2 2019, worth a combined $361M — up 12% from $324M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new WLDN positions and 14 closed out — a net gain of 3 holders — while 42 added to existing stakes and 25 trimmed.

The largest buyer was Cortina Asset Management, opening a new position worth an estimated $8.97M. The largest seller was Eagle Asset Management, cutting an estimated $4.5M.

  • 102 institutional investors held Willdan Group (WLDN) as of Q2 2019, unchanged from Q1 2019.
  • Funds reported $361M of Willdan Group stock for Q2 2019, up 12% quarter-over-quarter.
  • 17 funds opened new Willdan Group positions in Q2 2019 and 14 closed out, a net change of +3 holders.
  • The largest Willdan Group buyer in Q2 2019 was Cortina Asset Management, an estimated $8.97M added.
  • The largest Willdan Group seller in Q2 2019 was Eagle Asset Management, an estimated $4.5M sold.

Based on aggregated 13F filings for Q2 2019.