Willdan Group
WLDN
79 hedge funds and large institutions have $161M invested in Willdan Group in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 31 increasing their positions, 20 reducing their positions, and 10 closing their positions.
55% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 20
6.57% more ownership
Funds ownership: 75.23% → 81.8% (+6.6%)
4% less funds holding
Funds holding: 82 → 79 (-3)
30% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 10
41% less capital invested
Capital invested by funds: $275M → $161M (-$114M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| 1 |
Amundi
Paris,
France
|
+$35.2M |
| 2 |
RPA
Rock Point Advisors
Burlington,
Vermont
|
+$2.85M |
| 3 |
WAM
Wilsey Asset Management
San Diego,
California
|
+$658K |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$488K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$409K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Osaic Holdings
Scottsdale,
Arizona
| $2K | – | – | – |
|
77
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $2K | +$2.7K | +113 | New |
|
78
Lord, Abbett & Co
Jersey City,
New Jersey
| – | -$5.11M | -185,132 | Closed |
|
79
Wellington Management Group
Boston,
Massachusetts
| – | -$4.74M | -171,821 | Closed |
|
|
WC
80
Walthausen & Co
Malta,
New York
| – | -$1.48M | -53,686 | Closed |
|
|
ACM
81
Argent Capital Management
St Louis,
Missouri
| – | -$446K | -16,175 | Closed |
|
82
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
| – | -$342K | -12,413 | Closed |
|
83
T. Rowe Price Associates
Baltimore,
Maryland
| – | -$333K | -12,067 | Closed |
|
|
CIS
84
Connors Investor Services
Wyomissing,
Pennsylvania
| – | -$205K | -7,446 | Closed |
|
85
SG Americas Securities
New York
| – | -$110K | -4,004 | Closed |
|
|
APA
86
American Portfolios Advisors
Holbrook,
New York
| – | -$2.76K | -100 | Closed |
|
|
MCM
87
Manchester Capital Management
Manchester,
Vermont
| – | -$1K | -38 | Closed |
|
|
WFA
88
Wipfli Financial Advisors
Milwaukee,
Wisconsin
| – | +$526 | +22 | New |
|
WLDN Hedge Fund Activity: Q3 2022 in Review
79 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Willdan Group (WLDN) for Q3 2022, worth a combined $161M — down 41% from $275M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of WLDN and 7 opened new positions — a net loss of 3 holders — while 20 trimmed existing stakes and 31 added.
The largest buyer was Amundi, adding an estimated $35.2M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $5.11M sold.
- 79 institutional investors held Willdan Group (WLDN) as of Q3 2022, down from 82 in Q2 2022.
- Funds reported $161M of Willdan Group stock for Q3 2022, down 41% quarter-over-quarter.
- 7 funds opened new Willdan Group positions in Q3 2022 and 10 closed out, a net change of -3 holders.
- The largest Willdan Group buyer in Q3 2022 was Amundi, an estimated $35.2M added.
- The largest Willdan Group seller in Q3 2022 was Lord, Abbett & Co, an estimated $5.11M sold.
Based on aggregated 13F filings for Q3 2022.