Willdan Group
WLDN
85 hedge funds and large institutions have $137M invested in Willdan Group in 2017 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 22 increasing their positions, 30 reducing their positions, and 18 closing their positions.
1.15% less ownership
Funds ownership: 66.59% → 65.43% (-1.2%)
2% less funds holding
Funds holding: 87 → 85 (-2)
11% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 18
27% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 30
27% less capital invested
Capital invested by funds: $189M → $137M (-$51.9M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$1.89M |
| 2 |
VHMC
Value Holdings Management Company
Hampton Bays,
New York
|
+$1.34M |
| 3 |
SCA
Summit Creek Advisors
Minneapolis,
Minnesota
|
+$1.3M |
| 4 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$1.27M |
| 5 |
KCM
Kornitzer Capital Management
Shawnee Mission,
Kansas
|
+$949K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
-$3.25M |
| 2 |
IECM
Intrinsic Edge Capital Management
Chicago,
Illinois
|
-$1.62M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.14M |
| 4 |
ACM
Ativo Capital Management
Chicago,
Illinois
|
-$1.14M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
-$942K |
WLDN Hedge Fund Activity: Q4 2017 in Review
85 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in Willdan Group (WLDN) for Q4 2017, worth a combined $137M — down 27% from $189M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of WLDN and 16 opened new positions — a net loss of 2 holders — while 30 trimmed existing stakes and 22 added.
The largest buyer was Thrivent Financial for Lutherans, adding an estimated $1.89M. The largest seller was Renaissance Technologies, cutting an estimated $3.25M.
- 85 institutional investors held Willdan Group (WLDN) as of Q4 2017, down from 87 in Q3 2017.
- Funds reported $137M of Willdan Group stock for Q4 2017, down 27% quarter-over-quarter.
- 16 funds opened new Willdan Group positions in Q4 2017 and 18 closed out, a net change of -2 holders.
- The largest Willdan Group buyer in Q4 2017 was Thrivent Financial for Lutherans, an estimated $1.89M added.
- The largest Willdan Group seller in Q4 2017 was Renaissance Technologies, an estimated $3.25M sold.
Based on aggregated 13F filings for Q4 2017.