Willdan Group
WLDN
86 hedge funds and large institutions have $231M invested in Willdan Group in 2020 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 28 increasing their positions, 33 reducing their positions, and 4 closing their positions.
4% more capital invested
Capital invested by funds: $221M → $231M (+$9.73M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.09% less ownership
Funds ownership: 75.89% → 74.81% (-1.1%)
2% less funds holding
Funds holding: 88 → 86 (-2)
15% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 33
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$5.41M |
| 2 |
ACM
Arosa Capital Management
Miami Beach,
Florida
|
+$2.09M |
| 3 |
RHJA
Rice Hall James & Associates
San Diego,
California
|
+$1.48M |
| 4 |
Handelsbanken Fonder
Stockholm,
Sweden
|
+$1.46M |
| 5 |
AA
ALPS Advisors
Denver,
Colorado
|
+$373K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WS
Wedbush Securities
Los Angeles,
California
|
-$1.51M |
| 2 |
CCM
Cadence Capital Management
Boston,
Massachusetts
|
-$1.27M |
| 3 |
William Blair Investment Management
Chicago,
Illinois
|
-$739K |
| 4 |
SCA
Summit Creek Advisors
Minneapolis,
Minnesota
|
-$727K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$669K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
US Bancorp
Minneapolis,
Minnesota
| $19K | – | – | – |
|
77
Citigroup
New York
| $16K | -$80.3K | -2,979 | -83% |
|
|
GWM
78
Geneos Wealth Management
Englewood,
Colorado
| $16K | – | – | – |
|
79
Canada Life
Winnipeg,
Manitoba, Canada
| $12K | – | – | – |
|
80
UBS Group
Zurich,
Switzerland
| $9K | -$103K | -3,810 | -92% |
|
81
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $9K | -$3.85K | -143 | -30% |
|
82
Rockefeller Capital Management
New York
| $6K | +$2.4K | +89 | +58% |
|
83
Osaic Holdings
Scottsdale,
Arizona
| $4K | – | – | – |
|
|
FCM
84
Firestone Capital Management
Coral Gables,
Florida
| $3K | – | – | – |
|
|
NL
85
NVWM LLC
Yardley,
Pennsylvania
| $2K | +$1.62K | +60 | New |
|
|
BCA
86
Berman Capital Advisors
Atlanta,
Georgia
| $1K | – | – | – |
|
|
CCM
87
Cadence Capital Management
Boston,
Massachusetts
| – | -$1.27M | -50,917 | Closed |
|
88
Citadel Advisors
Miami,
Florida
| – | -$227K | -9,078 | Closed |
|
89
SG Americas Securities
New York
| – | -$154K | -6,156 | Closed |
|
WLDN Hedge Fund Activity: Q3 2020 in Review
86 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Willdan Group (WLDN) for Q3 2020, worth a combined $231M — up 4.4% from $221M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of WLDN and 2 opened new positions — a net loss of 2 holders — while 33 trimmed existing stakes and 28 added.
The largest buyer was Invesco, adding an estimated $5.41M. The largest seller was Wedbush Securities, cutting an estimated $1.51M.
- 86 institutional investors held Willdan Group (WLDN) as of Q3 2020, down from 88 in Q2 2020.
- Funds reported $231M of Willdan Group stock for Q3 2020, up 4.4% quarter-over-quarter.
- 2 funds opened new Willdan Group positions in Q3 2020 and 4 closed out, a net change of -2 holders.
- The largest Willdan Group buyer in Q3 2020 was Invesco, an estimated $5.41M added.
- The largest Willdan Group seller in Q3 2020 was Wedbush Securities, an estimated $1.51M sold.
Based on aggregated 13F filings for Q3 2020.