Willdan Group
WLDN
75 hedge funds and large institutions have $188M invested in Willdan Group in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 24 reducing their positions, and 9 closing their positions.
1,757% more call options, than puts
Call options by funds: $130K | Put options by funds: $7K
21% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 24
17% more capital invested
Capital invested by funds: $161M → $188M (+$26.7M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.86% less ownership
Funds ownership: 81.8% → 78.93% (-2.9%)
5% less funds holding
Funds holding: 79 → 75 (-4)
11% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCM
Forager Capital Management
Birmingham,
Alabama
|
+$4.48M |
| 2 |
Amundi
Paris,
France
|
+$1.63M |
| 3 |
Morgan Stanley
New York
|
+$1.05M |
| 4 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$765K |
| 5 |
Millennium Management
New York
|
+$752K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Handelsbanken Fonder
Stockholm,
Sweden
|
-$3.7M |
| 2 |
ACM
Arosa Capital Management
Miami Beach,
Florida
|
-$1.78M |
| 3 |
HI
Handelsinvest Investeringsforvaltning
Herning,
Denmark
|
-$1.33M |
| 4 |
MOACM
Mutual of America Capital Management
New York
|
-$1.24M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
-$939K |
WLDN Hedge Fund Activity: Q4 2022 in Review
75 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Willdan Group (WLDN) for Q4 2022, worth a combined $188M — up 17% from $161M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of WLDN and 8 opened new positions — a net loss of 1 holder — while 24 trimmed existing stakes and 29 added.
The largest buyer was Forager Capital Management, adding an estimated $4.48M. The largest seller was Handelsbanken Fonder, cutting an estimated $3.7M.
- 75 institutional investors held Willdan Group (WLDN) as of Q4 2022, down from 79 in Q3 2022.
- Funds reported $188M of Willdan Group stock for Q4 2022, up 17% quarter-over-quarter.
- 8 funds opened new Willdan Group positions in Q4 2022 and 9 closed out, a net change of -1 holder.
- The largest Willdan Group buyer in Q4 2022 was Forager Capital Management, an estimated $4.48M added.
- The largest Willdan Group seller in Q4 2022 was Handelsbanken Fonder, an estimated $3.7M sold.
Based on aggregated 13F filings for Q4 2022.