Willdan Group
WLDN
84 hedge funds and large institutions have $201M invested in Willdan Group in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 29 increasing their positions, 28 reducing their positions, and 4 closing their positions.
900% more call options, than puts
Call options by funds: $40K | Put options by funds: $4K
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
21% more capital invested
Capital invested by funds: $166M → $201M (+$34.8M)
4% more funds holding
Funds holding: 81 → 84 (+3)
4% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 28
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.79% less ownership
Funds ownership: 79.5% → 77.71% (-1.8%)
Top Buyers
Top Sellers
| 1 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
-$4.16M |
| 2 |
Handelsbanken Fonder
Stockholm,
Sweden
|
-$1.37M |
| 3 |
Morgan Stanley
New York
|
-$937K |
| 4 |
Amundi
Paris,
France
|
-$625K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$366K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Fidelity Investments
Boston,
Massachusetts
| $13.2K | +$7.36K | +438 | +175% |
|
|
MLICM
77
Metropolitan Life Insurance Company (MetLife)
New York
| $12.2K | +$4.69K | +279 | +78% |
|
|
GWM
78
Geneos Wealth Management
Englewood,
Colorado
| $11.5K | – | – | – |
|
|
TRCT
79
Tower Research Capital (TRC)
New York
| $4.33K | -$294K | -17,500 | -99% |
|
80
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $1.9K | – | – | – |
|
|
IA
81
IFP Advisors
Tampa,
Florida
| $364 | – | – | – |
|
|
NSIM
82
North Star Investment Management
Chicago,
Illinois
| $38 | – | – | – |
|
|
AF
83
Allworth Financial
Folsom,
California
| $20 | – | – | – |
|
|
CWA
84
CM Wealth Advisors
Beachwood,
Ohio
| – | -$160K | -11,372 | Closed |
|
85
Allspring Global Investments
Charlotte,
North Carolina
| – | -$6.54K | -419 | Closed |
|
|
TWA
86
TCI Wealth Advisors
Tucson,
Arizona
| – | -$4.28K | -274 | Closed |
|
|
PA
87
Parallel Advisors
San Francisco,
California
| – | -$422 | -27 | Closed |
|
WLDN Hedge Fund Activity: Q2 2023 in Review
84 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Willdan Group (WLDN) for Q2 2023, worth a combined $201M — up 21% from $166M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new WLDN positions and 4 closed out — a net gain of 3 holders — while 29 added to existing stakes and 28 trimmed.
The largest buyer was BlackRock, adding an estimated $1.39M. The largest seller was Frontier Capital Management, cutting an estimated $4.16M.
- 84 institutional investors held Willdan Group (WLDN) as of Q2 2023, up from 81 in Q1 2023.
- Funds reported $201M of Willdan Group stock for Q2 2023, up 21% quarter-over-quarter.
- 7 funds opened new Willdan Group positions in Q2 2023 and 4 closed out, a net change of +3 holders.
- The largest Willdan Group buyer in Q2 2023 was BlackRock, an estimated $1.39M added.
- The largest Willdan Group seller in Q2 2023 was Frontier Capital Management, an estimated $4.16M sold.
Based on aggregated 13F filings for Q2 2023.