Willdan Group
WLDN
13 hedge funds and large institutions have $6.8M invested in Willdan Group in 2013 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 0 increasing their positions, 4 reducing their positions, and 0 closing their positions.
63% more funds holding
Funds holding: 8 → 13 (+5)
44% more capital invested
Capital invested by funds: $4.72M → $6.8M (+$2.08M)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
+$93K |
| 2 |
Morgan Stanley
New York
|
+$47.2K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$42.9K |
| 4 |
JIR
James Investment Research
Alpha,
Ohio
|
+$8.78K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$75 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SKK
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
-$53.1K |
| 2 |
WS
Wedbush Securities
Los Angeles,
California
|
-$48K |
| 3 |
BA
Bard Associates
Chicago,
Illinois
|
-$38.8K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$25.6K |
WLDN Hedge Fund Activity: Q4 2013 in Review
13 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Willdan Group (WLDN) for Q4 2013, worth a combined $6.8M — up 44% from $4.72M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new WLDN positions and 0 closed out — a net gain of 5 holders — while 0 added to existing stakes and 4 trimmed.
The largest buyer was Destination Wealth Management, opening a new position worth an estimated $93K. The largest seller was Shepherd Kaplan Krochuk, cutting an estimated $53.1K.
- 13 institutional investors held Willdan Group (WLDN) as of Q4 2013, up from 8 in Q3 2013.
- Funds reported $6.8M of Willdan Group stock for Q4 2013, up 44% quarter-over-quarter.
- 5 funds opened new Willdan Group positions in Q4 2013 and 0 closed out, a net change of +5 holders.
- The largest Willdan Group buyer in Q4 2013 was Destination Wealth Management, an estimated $93K added.
- The largest Willdan Group seller in Q4 2013 was Shepherd Kaplan Krochuk, an estimated $53.1K sold.
Based on aggregated 13F filings for Q4 2013.