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Willdan Group
WLDN

99 hedge funds and large institutions have $361M invested in Willdan Group in 2021 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 40 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

100% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 20

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

14% more capital invested

Capital invested by funds: $317M → $361M (+$43.2M)

10.14% more ownership

Funds ownership: 69.97% → 80.11% (+10%)

5% more funds holding

Funds holding: 94 → 99 (+5)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $7K

Holders
99
Holders Change
+5
Holders Change %
+5.32%
% of All Funds
1.52%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
18
Increased
40
Reduced
20
Closed
11
Calls
–
Puts
$7K
Net Calls
-$7K
Net Calls Change
-$370K

Top Buyers

1
Amundi
Amundi
France
+$15.1M
2
FCM
Frontier Capital Management
Massachusetts
+$4.99M
3
MIP
Mondrian Investment Partners
United Kingdom
+$4.78M
4
Millennium Management
Millennium Management
New York
+$2.89M
5
Northern Trust
Northern Trust
Illinois
+$2.09M

Top Sellers

1
Invesco
Invesco
Georgia
-$32.4M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$9.01M
3
DnB Asset Management
DnB Asset Management
Norway
-$2.25M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$1.25M
5
RHJA
Rice Hall James & Associates
California
-$1.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
76
Wells Fargo
California
$224K +$237K +6,358 New
State Board of Administration of Florida Retirement System
77
State Board of Administration of Florida Retirement System
Florida
$217K – – –
AIG
78
American International Group
New York
$208K -$6.63K -178 -3%
SEI Investments
79
SEI Investments
Pennsylvania
$201K +$213K +5,713 New
Marshall Wace
80
Marshall Wace
United Kingdom
$185K +$196K +5,265 New
MIM
81
MetLife Investment Management
New Jersey
$161K – – –
Legal & General Group
82
Legal & General Group
United Kingdom
$148K +$1.42K +38 +0.9%
MLICM
83
Metropolitan Life Insurance Company (MetLife)
New York
$113K – – –
Citigroup
84
Citigroup
New York
$107K -$1.83K -49 -2%
BNP Paribas Financial Markets
85
BNP Paribas Financial Markets
France
$101K +$26.8K +719 +34%
Zurich Cantonal Bank
86
Zurich Cantonal Bank
Switzerland
$44K – – –
AIP
87
Ameritas Investment Partners
Nebraska
$32K – – –
GWM
88
Geneos Wealth Management
Colorado
$21K – – –
TRCT
89
Tower Research Capital (TRC)
New York
$14K -$2.38K -64 -14%
Canada Life
90
Canada Life
Manitoba, Canada
$13K – – –
ACM
91
Aquatic Capital Management
Illinois
$7K +$7.45K +200 New
Osaic Holdings
92
Osaic Holdings
Arizona
$6K – – –
APA
93
American Portfolios Advisors
New York
$3.52K – – –
MCM
94
Manchester Capital Management
Vermont
$3K +$857 +23 +42%
Simplex Trading
95
Simplex Trading
Illinois
$2K +$2.61K +70 New
QCG
96
Quadrant Capital Group
Ohio
$1K – – –
Manulife (Manufacturers Life Insurance)
97
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$233 -$2.16K -58 -0.9%
Thrivent Financial for Lutherans
98
Thrivent Financial for Lutherans
Minnesota
– -$9.01M -253,182 Closed
Fiera Capital (Canada)
99
Fiera Capital (Canada)
Quebec, Canada
– -$1.25M -35,000 Closed
Fidelity Investments
100
Fidelity Investments
Massachusetts
– -$609K -16,328 -100%
1 2 3
4
5

WLDN Hedge Fund Activity: Q4 2021 in Review

99 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Willdan Group (WLDN) for Q4 2021, worth a combined $361M — up 14% from $317M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new WLDN positions and 11 closed out — a net gain of 7 holders — while 40 added to existing stakes and 20 trimmed.

The largest buyer was Amundi, adding an estimated $15.1M. The largest seller was Invesco, cutting an estimated $32.4M.

  • 99 institutional investors held Willdan Group (WLDN) as of Q4 2021, up from 94 in Q3 2021.
  • Funds reported $361M of Willdan Group stock for Q4 2021, up 14% quarter-over-quarter.
  • 18 funds opened new Willdan Group positions in Q4 2021 and 11 closed out, a net change of +7 holders.
  • The largest Willdan Group buyer in Q4 2021 was Amundi, an estimated $15.1M added.
  • The largest Willdan Group seller in Q4 2021 was Invesco, an estimated $32.4M sold.

Based on aggregated 13F filings for Q4 2021.