Willdan Group
WLDN
83 hedge funds and large institutions have $157M invested in Willdan Group in 2018 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 26 reducing their positions, and 14 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
19% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 26
14% more capital invested
Capital invested by funds: $137M → $157M (+$19.9M)
2% less funds holding
Funds holding: 85 → 83 (-2)
2.79% less ownership
Funds ownership: 65.43% → 62.64% (-2.8%)
14% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
+$2.24M |
| 2 |
William Blair Investment Management
Chicago,
Illinois
|
+$1.92M |
| 3 |
SCPM
Sagard Capital Partners Management
New York
|
+$1.82M |
| 4 |
SCA
Summit Creek Advisors
Minneapolis,
Minnesota
|
+$1.3M |
| 5 |
MWNA
Marshall Wace North America
New York
|
+$1.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HAI
Hennessy Advisors Inc
Novato,
California
|
-$3.43M |
| 2 |
Renaissance Technologies
New York
|
-$3.05M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$2.59M |
| 4 |
MCM
McKinley Capital Management
Anchorage,
Alaska
|
-$1.96M |
| 5 |
CAM
Crown Advisors Management
Larkspur,
California
|
-$1.56M |
WLDN Hedge Fund Activity: Q1 2018 in Review
83 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Willdan Group (WLDN) for Q1 2018, worth a combined $157M — up 14% from $137M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of WLDN and 12 opened new positions — a net loss of 2 holders — while 26 trimmed existing stakes and 31 added.
The largest buyer was Eagle Asset Management, adding an estimated $2.24M. The largest seller was Hennessy Advisors Inc, exiting entirely with an estimated $3.43M sold.
- 83 institutional investors held Willdan Group (WLDN) as of Q1 2018, down from 85 in Q4 2017.
- Funds reported $157M of Willdan Group stock for Q1 2018, up 14% quarter-over-quarter.
- 12 funds opened new Willdan Group positions in Q1 2018 and 14 closed out, a net change of -2 holders.
- The largest Willdan Group buyer in Q1 2018 was Eagle Asset Management, an estimated $2.24M added.
- The largest Willdan Group seller in Q1 2018 was Hennessy Advisors Inc, an estimated $3.43M sold.
Based on aggregated 13F filings for Q1 2018.