Willdan Group
WLDN
94 hedge funds and large institutions have $317M invested in Willdan Group in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 34 increasing their positions, 32 reducing their positions, and 8 closing their positions.
6% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 32
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less funds holding
Funds holding: 98 → 94 (-4)
5.7% less ownership
Funds ownership: 75.67% → 69.97% (-5.7%)
11% less capital invested
Capital invested by funds: $357M → $317M (-$39M)
50% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Swedbank
Stockholm,
Sweden
|
+$1.5M |
| 2 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$1.3M |
| 3 |
Amundi
Paris,
France
|
+$1.2M |
| 4 |
SCA
Summit Creek Advisors
Minneapolis,
Minnesota
|
+$900K |
| 5 |
RPA
Rock Point Advisors
Burlington,
Vermont
|
+$506K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EAM
Erste Asset Management
Vienna,
Austria
|
-$6.47M |
| 2 |
DnB Asset Management
Oslo,
Norway
|
-$3.61M |
| 3 |
AA
ALPS Advisors
Denver,
Colorado
|
-$3.57M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$3.4M |
| 5 |
ACM
Arosa Capital Management
Miami Beach,
Florida
|
-$1.8M |
WLDN Hedge Fund Activity: Q3 2021 in Review
94 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Willdan Group (WLDN) for Q3 2021, worth a combined $317M — down 11% from $357M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of WLDN and 4 opened new positions — a net loss of 4 holders — while 32 trimmed existing stakes and 34 added.
The largest buyer was Swedbank, adding an estimated $1.5M. The largest seller was Erste Asset Management, exiting entirely with an estimated $6.47M sold.
- 94 institutional investors held Willdan Group (WLDN) as of Q3 2021, down from 98 in Q2 2021.
- Funds reported $317M of Willdan Group stock for Q3 2021, down 11% quarter-over-quarter.
- 4 funds opened new Willdan Group positions in Q3 2021 and 8 closed out, a net change of -4 holders.
- The largest Willdan Group buyer in Q3 2021 was Swedbank, an estimated $1.5M added.
- The largest Willdan Group seller in Q3 2021 was Erste Asset Management, an estimated $6.47M sold.
Based on aggregated 13F filings for Q3 2021.