Willdan Group
WLDN
97 hedge funds and large institutions have $389M invested in Willdan Group in 2020 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 25 increasing their positions, 34 reducing their positions, and 9 closing their positions.
734% more call options, than puts
Call options by funds: $1.32M | Put options by funds: $158K
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
122% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 9
69% more capital invested
Capital invested by funds: $231M → $389M (+$158M)
13% more funds holding
Funds holding: 86 → 97 (+11)
2.48% more ownership
Funds ownership: 74.81% → 77.28% (+2.5%)
26% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 34
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$16.9M |
| 2 |
Citigroup
New York
|
+$6.77M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$5.63M |
| 4 |
ACM
Arosa Capital Management
Miami Beach,
Florida
|
+$1.28M |
| 5 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$1.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair Investment Management
Chicago,
Illinois
|
-$9.28M |
| 2 |
SAM
Silvercrest Asset Management
New York
|
-$6.26M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$4.04M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$1.97M |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$1.94M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GH
101
GAM Holding
Zurich,
Switzerland
| – | -$510K | -20,000 | Closed |
|
|
WG
102
Winton Group
London,
United Kingdom
| – | -$245K | -9,594 | Closed |
|
|
GT
103
Glenmede Trust
Philadelphia,
Pennsylvania
| – | -$38K | -1,498 | Closed |
|
104
US Bancorp
Minneapolis,
Minnesota
| – | -$19K | -756 | Closed |
|
105
Rockefeller Capital Management
New York
| – | -$6K | -242 | Closed |
|
|
NL
106
NVWM LLC
Yardley,
Pennsylvania
| – | -$2K | -60 | Closed |
|
WLDN Hedge Fund Activity: Q4 2020 in Review
97 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Willdan Group (WLDN) for Q4 2020, worth a combined $389M — up 69% from $231M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new WLDN positions and 9 closed out — a net gain of 11 holders — while 25 added to existing stakes and 34 trimmed.
The largest buyer was Invesco, adding an estimated $16.9M. The largest seller was William Blair Investment Management, exiting entirely with an estimated $9.28M sold.
- 97 institutional investors held Willdan Group (WLDN) as of Q4 2020, up from 86 in Q3 2020.
- Funds reported $389M of Willdan Group stock for Q4 2020, up 69% quarter-over-quarter.
- 20 funds opened new Willdan Group positions in Q4 2020 and 9 closed out, a net change of +11 holders.
- The largest Willdan Group buyer in Q4 2020 was Invesco, an estimated $16.9M added.
- The largest Willdan Group seller in Q4 2020 was William Blair Investment Management, an estimated $9.28M sold.
Based on aggregated 13F filings for Q4 2020.