Willdan Group
WLDN
81 hedge funds and large institutions have $166M invested in Willdan Group in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 21 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
38% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 21
7% more funds holding
Funds holding: 76 → 81 (+5)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.17% less ownership
Funds ownership: 80.67% → 79.5% (-1.2%)
12% less capital invested
Capital invested by funds: $188M → $166M (-$21.8M)
Top Buyers
| 1 |
Amundi
Paris,
France
|
+$2.1M |
| 2 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$1.27M |
| 3 |
FCM
Forager Capital Management
Birmingham,
Alabama
|
+$1.14M |
| 4 |
RPA
Rock Point Advisors
Burlington,
Vermont
|
+$912K |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$458K |
Top Sellers
| 1 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$6.27M |
| 2 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
-$2.93M |
| 3 |
Man Group
London,
United Kingdom
|
-$344K |
| 4 |
BlackRock
New York
|
-$295K |
| 5 |
Millennium Management
New York
|
-$269K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $1.55K | – | – | – |
|
|
IA
77
IFP Advisors
Tampa,
Florida
| $555 | – | – | – |
|
|
PA
78
Parallel Advisors
San Francisco,
California
| $422 | +$484 | +27 | New |
|
|
NSIM
79
North Star Investment Management
Chicago,
Illinois
| $31 | +$36 | +2 | New |
|
|
AF
80
Allworth Financial
Folsom,
California
| $16 | – | – | – |
|
|
81
Mirae Asset Global Investments
Seoul,
South Korea
| – | -$6.27M | -351,530 | Closed |
|
|
82
Man Group
London,
United Kingdom
| – | -$344K | -19,270 | Closed |
|
|
EWA
83
EverSource Wealth Advisors
Birmingham,
Alabama
| – | -$7.6K | -426 | Closed |
|
84
Citigroup
New York
| – | -$1.41K | -79 | Closed |
|
WLDN Hedge Fund Activity: Q1 2023 in Review
81 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Willdan Group (WLDN) for Q1 2023, worth a combined $166M — down 12% from $188M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new WLDN positions and 4 closed out — a net gain of 5 holders — while 29 added to existing stakes and 21 trimmed.
The largest buyer was Amundi, adding an estimated $2.1M. The largest seller was Mirae Asset Global Investments, exiting entirely with an estimated $6.27M sold.
- 81 institutional investors held Willdan Group (WLDN) as of Q1 2023, up from 76 in Q4 2022.
- Funds reported $166M of Willdan Group stock for Q1 2023, down 12% quarter-over-quarter.
- 9 funds opened new Willdan Group positions in Q1 2023 and 4 closed out, a net change of +5 holders.
- The largest Willdan Group buyer in Q1 2023 was Amundi, an estimated $2.1M added.
- The largest Willdan Group seller in Q1 2023 was Mirae Asset Global Investments, an estimated $6.27M sold.
Based on aggregated 13F filings for Q1 2023.