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Willdan Group
WLDN

104 hedge funds and large institutions have $333M invested in Willdan Group in 2019 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

2% more funds holding

Funds holding: 102 → 104 (+2)

9% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 33

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2.88% less ownership

Funds ownership: 87.21% → 84.33% (-2.9%)

8% less capital invested

Capital invested by funds: $361M → $333M (-$28.8M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $340K

Holders
104
Holders Change
+2
Holders Change %
+1.96%
% of All Funds
2.28%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
36
Reduced
33
Closed
9
Calls
–
Puts
$340K
Net Calls
-$340K
Net Calls Change
-$340K

Top Buyers

1
SAM
Silvercrest Asset Management
New York
+$9.13M
2
DnB Asset Management
DnB Asset Management
Norway
+$3.42M
3
Federated Hermes
Federated Hermes
Pennsylvania
+$1.95M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$1.78M
5
BlackRock
BlackRock
New York
+$1.72M

Top Sellers

1
TCM
TimesSquare Capital Management
New York
-$8.13M
2
EAM
Eagle Asset Management
Florida
-$2.74M
3
Boston Partners
Boston Partners
Massachusetts
-$2.11M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$1.55M
5
SCA
Summit Creek Advisors
Minnesota
-$1.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIG
76
American International Group
New York
$223K +$821 +23 +0.4%
UBS AM
77
UBS AM
Illinois
$221K +$225K +6,300 New
AQR Capital Management
78
AQR Capital Management
Connecticut
$212K – – –
JP Morgan Chase
79
JP Morgan Chase
New York
$202K -$31.6K -887 -13%
CS
80
Credit Suisse
Switzerland
$201K +$2.64K +74 +1%
Barclays
81
Barclays
United Kingdom
$178K -$48.4K -1,356 -21%
Morgan Stanley
82
Morgan Stanley
New York
$175K +$98K +2,748 +123%
MIM
83
MetLife Investment Management
New Jersey
$160K – – –
OAM
84
Oppenheimer Asset Management
New York
$128K -$1.25K -35 -1%
MLICM
85
Metropolitan Life Insurance Company (MetLife)
New York
$113K – – –
MWNA
86
Marshall Wace North America
New York
$109K +$111K +3,117 New
Legal & General Group
87
Legal & General Group
United Kingdom
$91K – – –
US Bancorp
88
US Bancorp
Minnesota
$76K -$8.31K -233 -10%
VC
89
Vestor Capital
Illinois
$70K – – –
Victory Capital Management
90
Victory Capital Management
Texas
$62K +$62.9K +1,763 New
BNP Paribas Financial Markets
91
BNP Paribas Financial Markets
France
$55.4K +$15K +421 +36%
Citigroup
92
Citigroup
New York
$47K -$51K -1,430 -52%
Marshall Wace
93
Marshall Wace
United Kingdom
$34K +$35K +981 New
Bank of Montreal
94
Bank of Montreal
Ontario, Canada
$31K +$1.32K +37 +4%
TRCT
95
Tower Research Capital (TRC)
New York
$28K +$27.9K +781 New
Zurich Cantonal Bank
96
Zurich Cantonal Bank
Switzerland
$25K – – –
AIP
97
Ameritas Investment Partners
Nebraska
$23K – – –
GWM
98
Geneos Wealth Management
Colorado
$21K – – –
EW
99
Evoke Wealth
California
$12.1K +$12.3K +345 New
Twin Tree Management
100
Twin Tree Management
Texas
$6K +$6.1K +171 New
1 2 3
4
5

WLDN Hedge Fund Activity: Q3 2019 in Review

104 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Willdan Group (WLDN) for Q3 2019, worth a combined $333M — down 8% from $361M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new WLDN positions and 9 closed out — a net gain of 3 holders — while 36 added to existing stakes and 33 trimmed.

The largest buyer was Silvercrest Asset Management, opening a new position worth an estimated $9.13M. The largest seller was TimesSquare Capital Management, cutting an estimated $8.13M.

  • 104 institutional investors held Willdan Group (WLDN) as of Q3 2019, up from 102 in Q2 2019.
  • Funds reported $333M of Willdan Group stock for Q3 2019, down 8% quarter-over-quarter.
  • 12 funds opened new Willdan Group positions in Q3 2019 and 9 closed out, a net change of +3 holders.
  • The largest Willdan Group buyer in Q3 2019 was Silvercrest Asset Management, an estimated $9.13M added.
  • The largest Willdan Group seller in Q3 2019 was TimesSquare Capital Management, an estimated $8.13M sold.

Based on aggregated 13F filings for Q3 2019.