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Willdan Group

35 hedge funds and large institutions have $24.4M invested in Willdan Group in 2016 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 9

12% more capital invested

Capital invested by funds: $21.9M → $24.4M (+$2.54M)

10% less funds holding

Funds holding: 3935 (-4)

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

Holders
35
Holders Change
-4
Holders Change %
-10.26%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
11
Reduced
9
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WS
1
Wedbush Securities
California
$4.57M +$33.3K +4,000 +0.9%
Renaissance Technologies
2
Renaissance Technologies
New York
$2.67M +$46.6K +5,600 +2%
BA
3
Bard Associates
Illinois
$2.38M +$104K +12,445 +5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.25M +$55K +6,610 +3%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$2.07M +$22.5K +2,700 +1%
RC
6
RBF Capital
California
$1.86M
BIT
7
BlackRock Institutional Trust
California
$1.43M -$116K -13,937 -9%
TAM
8
Tocqueville Asset Management
New York
$1.09M +$314K +37,800 +50%
GCP
9
GSA Capital Partners
United Kingdom
$980K -$334K -40,156 -28%
CCM
10
Cadence Capital Management
Massachusetts
$703K
PCM
11
Perritt Capital Management
Illinois
$676K
BCM
12
Bridgeway Capital Management
Texas
$505K
EIM
13
Essex Investment Management
Massachusetts
$483K -$59.5K -7,154 -12%
SIM
14
Spark Investment Management
New York
$417K -$54.9K -6,600 -13%
Acadian Asset Management
15
Acadian Asset Management
Massachusetts
$408K +$1.66K +200 +0.5%
OAM
16
Oxford Asset Management
United Kingdom
$339K -$230K -27,640 -44%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$324K
Morgan Stanley
18
Morgan Stanley
New York
$309K -$30.8K -3,702 -10%
Bank of America
19
Bank of America
North Carolina
$296K -$4.63K -557 -2%
BFA
20
BlackRock Fund Advisors
California
$178K -$11.4K -1,372 -7%
BG
21
BlackRock Group
United Kingdom
$134K -$857 -103 -0.7%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$117K
Deutsche Bank
23
Deutsche Bank
Germany
$78K +$38.1K +4,579 +128%
JIR
24
James Investment Research
Ohio
$54K
Walleye Trading
25
Walleye Trading
New York
$45K +$31.6K +3,800 +420%

WLDN Hedge Fund Activity: Q1 2016 in Review

35 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Willdan Group (WLDN) for Q1 2016, worth a combined $24.4M — up 12% from $21.9M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of WLDN and 2 opened new positions — a net loss of 4 holders — while 9 trimmed existing stakes and 11 added.

The largest buyer was Tocqueville Asset Management, adding an estimated $314K. The largest seller was GSA Capital Partners, cutting an estimated $334K.

  • 35 institutional investors held Willdan Group (WLDN) as of Q1 2016, down from 39 in Q4 2015.
  • Funds reported $24.4M of Willdan Group stock for Q1 2016, up 12% quarter-over-quarter.
  • 2 funds opened new Willdan Group positions in Q1 2016 and 6 closed out, a net change of -4 holders.
  • The largest Willdan Group buyer in Q1 2016 was Tocqueville Asset Management, an estimated $314K added.
  • The largest Willdan Group seller in Q1 2016 was GSA Capital Partners, an estimated $334K sold.

Based on aggregated 13F filings for Q1 2016.