Willdan Group
WLDN
39 hedge funds and large institutions have $21.9M invested in Willdan Group in 2015 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 12 closing their positions.
6% more capital inflows, than outflows
Capital inflows: $5.55M | Capital outflows: $5.25M
0.69% less ownership
Funds ownership: 32.7% → 32% (-0.69%)
8% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 12
9% less funds holding
Funds holding: 43 → 39 (-4)
33% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WS
Wedbush Securities
Los Angeles,
California
|
+$3.31M |
| 2 |
CCM
Cadence Capital Management
Boston,
Massachusetts
|
+$726K |
| 3 |
OAM
Oxford Asset Management
Oxford,
United Kingdom
|
+$625K |
| 4 |
TAM
Tocqueville Asset Management
New York
|
+$249K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$118K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.16M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
-$1.12M |
| 3 |
CCM
Coe Capital Management
Highland Park,
Illinois
|
-$919K |
| 4 |
GCP
GSA Capital Partners
London,
United Kingdom
|
-$568K |
| 5 |
NI
Numeric Investors
Boston,
Massachusetts
|
-$197K |
WLDN Hedge Fund Activity: Q4 2015 in Review
39 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Willdan Group (WLDN) for Q4 2015, worth a combined $21.9M — down 16% from $26.2M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of WLDN and 8 opened new positions — a net loss of 4 holders — while 12 trimmed existing stakes and 11 added.
The largest buyer was Wedbush Securities, adding an estimated $3.31M. The largest seller was Morgan Stanley, cutting an estimated $1.16M.
- 39 institutional investors held Willdan Group (WLDN) as of Q4 2015, down from 43 in Q3 2015.
- Funds reported $21.9M of Willdan Group stock for Q4 2015, down 16% quarter-over-quarter.
- 8 funds opened new Willdan Group positions in Q4 2015 and 12 closed out, a net change of -4 holders.
- The largest Willdan Group buyer in Q4 2015 was Wedbush Securities, an estimated $3.31M added.
- The largest Willdan Group seller in Q4 2015 was Morgan Stanley, an estimated $1.16M sold.
Based on aggregated 13F filings for Q4 2015.