Willdan Group
WLDN
104 hedge funds and large institutions have $333M invested in Willdan Group in 2019 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 33 reducing their positions, and 9 closing their positions.
33% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 9
2% more funds holding
Funds holding: 102 → 104 (+2)
9% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 33
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.88% less ownership
Funds ownership: 87.21% → 84.33% (-2.9%)
8% less capital invested
Capital invested by funds: $361M → $333M (-$28.8M)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $340K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Silvercrest Asset Management
New York
|
+$9.13M |
| 2 |
DnB Asset Management
Oslo,
Norway
|
+$3.42M |
| 3 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$1.95M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$1.78M |
| 5 |
BlackRock
New York
|
+$1.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
TimesSquare Capital Management
New York
|
-$8.13M |
| 2 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
-$2.74M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
-$2.11M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
-$1.55M |
| 5 |
SCA
Summit Creek Advisors
Minneapolis,
Minnesota
|
-$1.53M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LTFS
101
Ladenburg Thalmann Financial Services
Miami,
Florida
| $4K | – | – | – |
|
|
SFS
102
Sowell Financial Services
North Little Rock,
Arkansas
| $1K | +$1.28K | +36 | New |
|
|
GT
103
Glenmede Trust
Philadelphia,
Pennsylvania
| $94 | – | – | – |
|
|
104
Boston Partners
Boston,
Massachusetts
| – | -$2.11M | -56,692 | Closed |
|
|
105
Allianz Asset Management
Munich,
Germany
| – | -$1.55M | -41,590 | Closed |
|
|
AG
106
Advisor Group
Phoenix,
Arizona
| – | -$1.21M | -32,404 | Closed |
|
|
DWM
107
Destination Wealth Management
Walnut Creek,
California
| – | -$72K | -1,921 | Closed |
|
108
Canada Life
Winnipeg,
Manitoba, Canada
| – | -$70K | -1,874 | Closed |
|
|
AG
109
Aperio Group
Sausalito,
California
| – | -$9K | -231 | Closed |
|
|
FHA
110
First Horizon Advisors
Memphis,
Tennessee
| – | -$7K | -179 | Closed |
|
|
CFA
111
Camarda Financial Advisors
Fleming Island,
Florida
| – | -$1K | -33 | Closed |
|
WLDN Hedge Fund Activity: Q3 2019 in Review
104 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Willdan Group (WLDN) for Q3 2019, worth a combined $333M — down 8% from $361M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new WLDN positions and 9 closed out — a net gain of 3 holders — while 36 added to existing stakes and 33 trimmed.
The largest buyer was Silvercrest Asset Management, opening a new position worth an estimated $9.13M. The largest seller was TimesSquare Capital Management, cutting an estimated $8.13M.
- 104 institutional investors held Willdan Group (WLDN) as of Q3 2019, up from 102 in Q2 2019.
- Funds reported $333M of Willdan Group stock for Q3 2019, down 8% quarter-over-quarter.
- 12 funds opened new Willdan Group positions in Q3 2019 and 9 closed out, a net change of +3 holders.
- The largest Willdan Group buyer in Q3 2019 was Silvercrest Asset Management, an estimated $9.13M added.
- The largest Willdan Group seller in Q3 2019 was TimesSquare Capital Management, an estimated $8.13M sold.
Based on aggregated 13F filings for Q3 2019.