Willdan Group
WLDN
102 hedge funds and large institutions have $324M invested in Willdan Group in 2019 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 31 reducing their positions, and 8 closing their positions.
88% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 8
15% more capital invested
Capital invested by funds: $282M → $324M (+$41.8M)
7% more funds holding
Funds holding: 95 → 102 (+7)
5.6% more ownership
Funds ownership: 73.63% → 79.23% (+5.6%)
10% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 31
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RHJA
Rice Hall James & Associates
San Diego,
California
|
+$9.5M |
| 2 |
Handelsbanken Fonder
Stockholm,
Sweden
|
+$8.37M |
| 3 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$4.31M |
| 4 |
TCM
TimesSquare Capital Management
New York
|
+$4.05M |
| 5 |
SCA
Summit Creek Advisors
Minneapolis,
Minnesota
|
+$2.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCPM
Sagard Capital Partners Management
New York
|
-$6.22M |
| 2 |
BlackRock
New York
|
-$2.36M |
| 3 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$1.32M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$893K |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$717K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SCPM
101
Sagard Capital Partners Management
New York
| – | -$6.22M | -177,800 | Closed |
|
102
Two Sigma Investments
New York
| – | -$520K | -14,879 | Closed |
|
103
Citadel Advisors
Miami,
Florida
| – | -$491K | -14,047 | Closed |
|
|
OAM
104
Oxford Asset Management
Oxford,
United Kingdom
| – | -$462K | -13,201 | Closed |
|
|
SRAM
105
Stone Ridge Asset Management
New York
| – | -$345K | -9,859 | Closed |
|
106
Two Sigma Advisers
New York
| – | -$248K | -7,100 | Closed |
|
|
PAM
107
Panagora Asset Management
Boston,
Massachusetts
| – | -$183K | -5,218 | Closed |
|
108
Macquarie Group
Sydney, NSW 2000,
Australia
| – | -$3K | -100 | Closed |
|
WLDN Hedge Fund Activity: Q1 2019 in Review
102 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Willdan Group (WLDN) for Q1 2019, worth a combined $324M — up 15% from $282M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new WLDN positions and 8 closed out — a net gain of 7 holders — while 34 added to existing stakes and 31 trimmed.
The largest buyer was Rice Hall James & Associates, adding an estimated $9.5M. The largest seller was Sagard Capital Partners Management, exiting entirely with an estimated $6.22M sold.
- 102 institutional investors held Willdan Group (WLDN) as of Q1 2019, up from 95 in Q4 2018.
- Funds reported $324M of Willdan Group stock for Q1 2019, up 15% quarter-over-quarter.
- 15 funds opened new Willdan Group positions in Q1 2019 and 8 closed out, a net change of +7 holders.
- The largest Willdan Group buyer in Q1 2019 was Rice Hall James & Associates, an estimated $9.5M added.
- The largest Willdan Group seller in Q1 2019 was Sagard Capital Partners Management, an estimated $6.22M sold.
Based on aggregated 13F filings for Q1 2019.