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Willdan Group

50 hedge funds and large institutions have $32.3M invested in Willdan Group in 2015 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 22 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 11

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

11% more funds holding

Funds holding: 4550 (+5)

15% less capital invested

Capital invested by funds: $38M → $32.3M (-$5.69M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
50
Holders Change
+5
Holders Change %
+11.11%
% of All Funds
1.35%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
22
Reduced
11
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$3.32M +$2.51M +178,516 +151%
BA
2
Bard Associates
Illinois
$2.75M -$175K -12,450 -5%
GCP
3
GSA Capital Partners
United Kingdom
$2.4M +$1.4M +99,240 +86%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$2.4M -$434K -30,856 -13%
Morgan Stanley
5
Morgan Stanley
New York
$2.31M +$246K +17,473 +9%
Vanguard Group
6
Vanguard Group
Pennsylvania
$2.3M +$240K +17,078 +9%
RC
7
RBF Capital
California
$2.21M +$49.2K +3,500 +2%
WS
8
Wedbush Securities
California
$1.54M +$250K +17,806 +15%
Allianz Asset Management
9
Allianz Asset Management
Germany
$1.23M +$1.55M +110,372 New
BCM
10
Bridgeway Capital Management
Texas
$1.21M +$9.85K +700 +0.6%
CCM
11
Coe Capital Management
Illinois
$1.04M -$316K -22,450 -19%
NI
12
Numeric Investors
Massachusetts
$833K +$703K +49,985 +204%
JIR
13
James Investment Research
Ohio
$800K +$30.7K +2,180 +3%
PP
14
PDT Partners
New York
$692K +$475K +33,800 +120%
Acadian Asset Management
15
Acadian Asset Management
Massachusetts
$680K +$790K +56,156 +1,209%
Deutsche Bank
16
Deutsche Bank
Germany
$663K +$834K +59,323 New
PCM
17
Perritt Capital Management
Illinois
$628K +$151K +10,730 +24%
SIM
18
Spark Investment Management
New York
$503K +$383K +27,200 +153%
AQR Capital Management
19
AQR Capital Management
Connecticut
$454K +$80K +5,688 +16%
EIM
20
Essex Investment Management
Massachusetts
$419K -$11.1K -788 -2%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$392K -$131K -9,305 -21%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$388K +$102K +7,236 +26%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$376K +$619 +44 +0.1%
TC
24
Teilinger Capital
Texas
$369K +$464K +33,000 New
EGA
25
Eagle Global Advisors
Texas
$294K +$10.4K +740 +3%

WLDN Hedge Fund Activity: Q2 2015 in Review

50 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Willdan Group (WLDN) for Q2 2015, worth a combined $32.3M — down 15% from $38M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new WLDN positions and 8 closed out — a net gain of 5 holders — while 22 added to existing stakes and 11 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $2.51M. The largest seller was EAM Investors, exiting entirely with an estimated $1.42M sold.

  • 50 institutional investors held Willdan Group (WLDN) as of Q2 2015, up from 45 in Q1 2015.
  • Funds reported $32.3M of Willdan Group stock for Q2 2015, down 15% quarter-over-quarter.
  • 13 funds opened new Willdan Group positions in Q2 2015 and 8 closed out, a net change of +5 holders.
  • The largest Willdan Group buyer in Q2 2015 was Renaissance Technologies, an estimated $2.51M added.
  • The largest Willdan Group seller in Q2 2015 was EAM Investors, an estimated $1.42M sold.

Based on aggregated 13F filings for Q2 2015.