Willdan Group
WLDN
34 hedge funds and large institutions have $33.6M invested in Willdan Group in 2014 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 5 closing their positions.
240% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 5
165% more capital invested
Capital invested by funds: $12.7M → $33.6M (+$20.9M)
55% more funds holding
Funds holding: 22 → 34 (+12)
33% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.89M |
| 2 |
EI
EAM Investors
Solana Beach,
California
|
+$1.78M |
| 3 |
BIM
Bogle Investment Management
Newton Lower Falls,
Massachusetts
|
+$1.25M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.07M |
| 5 |
Renaissance Technologies
New York
|
+$1.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WS
Wedbush Securities
Los Angeles,
California
|
-$1.53M |
| 2 |
PCM
Perritt Capital Management
Chicago,
Illinois
|
-$331K |
| 3 |
TDC
Thompson Davis & Co
Richmond,
Virginia
|
-$260K |
| 4 |
RCM
Rotella Capital Management
Bellevue,
Washington
|
-$116K |
| 5 |
CAM
ClariVest Asset Management
San Diego,
California
|
-$107K |
WLDN Hedge Fund Activity: Q3 2014 in Review
34 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Willdan Group (WLDN) for Q3 2014, worth a combined $33.6M — up 165% from $12.7M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new WLDN positions and 5 closed out — a net gain of 12 holders — while 8 added to existing stakes and 6 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.89M. The largest seller was Wedbush Securities, cutting an estimated $1.53M.
- 34 institutional investors held Willdan Group (WLDN) as of Q3 2014, up from 22 in Q2 2014.
- Funds reported $33.6M of Willdan Group stock for Q3 2014, up 165% quarter-over-quarter.
- 17 funds opened new Willdan Group positions in Q3 2014 and 5 closed out, a net change of +12 holders.
- The largest Willdan Group buyer in Q3 2014 was Morgan Stanley, an estimated $1.89M added.
- The largest Willdan Group seller in Q3 2014 was Wedbush Securities, an estimated $1.53M sold.
Based on aggregated 13F filings for Q3 2014.