Willdan Group
WLDN
88 hedge funds and large institutions have $221M invested in Willdan Group in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 31 increasing their positions, 28 reducing their positions, and 12 closing their positions.
11% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 28
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
8% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 12
1% less funds holding
Funds holding: 89 → 88 (-1)
2.38% less ownership
Funds ownership: 78.27% → 75.89% (-2.4%)
24% less capital inflows, than outflows
Capital inflows: $18.2M | Capital outflows: $23.9M
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $245K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$4.19M |
| 2 |
Rock Point Advisors
Burlington,
Vermont
|
+$2.57M |
| 3 |
United Capital Financial Advisors
Irving,
Texas
|
+$2.54M |
| 4 |
DnB Asset Management
Oslo,
Norway
|
+$1.72M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$1.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Eagle Asset Management
St Petersburg,
Florida
|
-$11.8M |
| 2 |
Mutual of America Capital Management
New York
|
-$2.08M |
| 3 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$1.36M |
| 4 |
VHMC
Value Holdings Management Company
Hampton Bays,
New York
|
-$991K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$934K |
WLDN Hedge Fund Activity: Q2 2020 in Review
88 of the 4,890 institutional investors tracked by Wall St. Rank reported a position in Willdan Group (WLDN) for Q2 2020, worth a combined $221M — up 13% from $196M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of WLDN and 11 opened new positions — a net loss of 1 holder — while 28 trimmed existing stakes and 31 added.
The largest buyer was Wellington Management Group, adding an estimated $4.19M. The largest seller was Eagle Asset Management, exiting entirely with an estimated $11.8M sold.
- 88 institutional investors held Willdan Group (WLDN) as of Q2 2020, down from 89 in Q1 2020.
- Funds reported $221M of Willdan Group stock for Q2 2020, up 13% quarter-over-quarter.
- 11 funds opened new Willdan Group positions in Q2 2020 and 12 closed out, a net change of -1 holder.
- The largest Willdan Group buyer in Q2 2020 was Wellington Management Group, an estimated $4.19M added.
- The largest Willdan Group seller in Q2 2020 was Eagle Asset Management, an estimated $11.8M sold.
Based on aggregated 13F filings for Q2 2020.