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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.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 2

120% more capital invested

Capital invested by funds: $5.77M → $12.7M (+$6.93M)

100% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 2

69% more funds holding

Funds holding: 13 → 22 (+9)

Holders
22
Holders Change
+9
Holders Change %
+69.23%
% of All Funds
0.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
4
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCM
Bridgeway Capital Management
Texas
+$267K
2
CAM
ClariVest Asset Management
California
+$220K
3
TDC
Thompson Davis & Co
Virginia
+$186K
4
PCM
Perritt Capital Management
Illinois
+$160K
5
Morgan Stanley
Morgan Stanley
New York
+$159K

Top Sellers

Rank Fund Capital Flow
1
WS
Wedbush Securities
California
-$183K
2
DWM
Destination Wealth Management
California
-$107K
3
BA
Bard Associates
Illinois
-$35.4K
4
U
UBS
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.