Willdan Group
WLDN
99 hedge funds and large institutions have $361M invested in Willdan Group in 2021 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 40 increasing their positions, 20 reducing their positions, and 11 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
100% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 20
64% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 11
14% more capital invested
Capital invested by funds: $317M → $361M (+$43.2M)
10.14% more ownership
Funds ownership: 69.97% → 80.11% (+10%)
5% more funds holding
Funds holding: 94 → 99 (+5)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $7K
Top Buyers
| 1 |
Amundi
Paris,
France
|
+$15.1M |
| 2 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
+$4.99M |
| 3 |
MIP
Mondrian Investment Partners
London,
United Kingdom
|
+$4.78M |
| 4 |
Millennium Management
New York
|
+$2.89M |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$2.09M |
Top Sellers
| 1 |
Invesco
Atlanta,
Georgia
|
-$32.4M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$9.01M |
| 3 |
DnB Asset Management
Oslo,
Norway
|
-$2.25M |
| 4 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$1.25M |
| 5 |
RHJA
Rice Hall James & Associates
San Diego,
California
|
-$1.09M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SCP
101
Seizert Capital Partners
Birmingham,
Michigan
| – | -$513K | -14,421 | Closed |
|
|
DAS
102
Dynamic Advisor Solutions
Phoenix,
Arizona
| – | -$474K | -13,317 | Closed |
|
103
Los Angeles Capital Management
Los Angeles,
California
| – | -$430K | -12,095 | Closed |
|
|
PP
104
PDT Partners
New York
| – | -$255K | -7,157 | Closed |
|
105
SG Americas Securities
New York
| – | -$157K | -4,423 | Closed |
|
|
OSAM
106
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$40K | -1,109 | Closed |
|
107
US Bancorp
Minneapolis,
Minnesota
| – | -$6K | -156 | Closed |
|
|
FCM
108
Firestone Capital Management
Coral Gables,
Florida
| – | -$5K | -135 | Closed |
|
109
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$3K | -82 | Closed |
|
WLDN Hedge Fund Activity: Q4 2021 in Review
99 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Willdan Group (WLDN) for Q4 2021, worth a combined $361M — up 14% from $317M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new WLDN positions and 11 closed out — a net gain of 7 holders — while 40 added to existing stakes and 20 trimmed.
The largest buyer was Amundi, adding an estimated $15.1M. The largest seller was Invesco, cutting an estimated $32.4M.
- 99 institutional investors held Willdan Group (WLDN) as of Q4 2021, up from 94 in Q3 2021.
- Funds reported $361M of Willdan Group stock for Q4 2021, up 14% quarter-over-quarter.
- 18 funds opened new Willdan Group positions in Q4 2021 and 11 closed out, a net change of +7 holders.
- The largest Willdan Group buyer in Q4 2021 was Amundi, an estimated $15.1M added.
- The largest Willdan Group seller in Q4 2021 was Invesco, an estimated $32.4M sold.
Based on aggregated 13F filings for Q4 2021.