Willdan Group
WLDN
22 hedge funds and large institutions have $12.7M invested in Willdan Group in 2014 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 2 closing their positions.
450% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 2
349% more capital inflows, than outflows
Capital inflows: $1.48M | Capital outflows: $331K
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
69% more funds holding
Funds holding: 13 → 22 (+9)
2.31% more ownership
Funds ownership: 17.21% → 19.52% (+2.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bridgeway Capital Management
Houston,
Texas
|
+$267K |
| 2 |
CAM
ClariVest Asset Management
San Diego,
California
|
+$220K |
| 3 |
TDC
Thompson Davis & Co
Richmond,
Virginia
|
+$186K |
| 4 |
PCM
Perritt Capital Management
Chicago,
Illinois
|
+$160K |
| 5 |
Morgan Stanley
New York
|
+$159K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wedbush Securities
Los Angeles,
California
|
-$183K |
| 2 |
Destination Wealth Management
Walnut Creek,
California
|
-$107K |
| 3 |
BA
Bard Associates
Chicago,
Illinois
|
-$35.4K |
| 4 |
UBS
Zurich,
Switzerland
|
-$5K |
WLDN Hedge Fund Activity: Q2 2014 in Review
22 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in Willdan Group (WLDN) for Q2 2014, worth a combined $12.7M — up 120% from $5.77M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new WLDN positions and 2 closed out — a net gain of 9 holders — while 4 added to existing stakes and 2 trimmed.
The largest buyer was Bridgeway Capital Management, opening a new position worth an estimated $267K. The largest seller was Wedbush Securities, cutting an estimated $183K.
- 22 institutional investors held Willdan Group (WLDN) as of Q2 2014, up from 13 in Q1 2014.
- Funds reported $12.7M of Willdan Group stock for Q2 2014, up 120% quarter-over-quarter.
- 11 funds opened new Willdan Group positions in Q2 2014 and 2 closed out, a net change of +9 holders.
- The largest Willdan Group buyer in Q2 2014 was Bridgeway Capital Management, an estimated $267K added.
- The largest Willdan Group seller in Q2 2014 was Wedbush Securities, an estimated $183K sold.
Based on aggregated 13F filings for Q2 2014.