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Willdan Group
WLDN

84 hedge funds and large institutions have $201M invested in Willdan Group in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 29 increasing their positions, 28 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more call options, than puts

Call options by funds: $40K | Put options by funds: $4K

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

21% more capital invested

Capital invested by funds: $166M → $201M (+$34.8M)

4% more funds holding

Funds holding: 81 → 84 (+3)

4% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 28

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.79% less ownership

Funds ownership: 79.5% → 77.71% (-1.8%)

Holders
84
Holders Change
+3
Holders Change %
+3.7%
% of All Funds
1.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
29
Reduced
28
Closed
4
Calls
$40K
Puts
$4K
Net Calls
+$36K
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$1.39M
2
EIM
Essex Investment Management
Massachusetts
+$1.08M
3
KCM
Kennedy Capital Management
Missouri
+$711K
4
LCM
Legato Capital Management
California
+$509K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$328K

Top Sellers

1
FCM
Frontier Capital Management
Massachusetts
-$4.16M
2
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
-$1.37M
3
Morgan Stanley
Morgan Stanley
New York
-$937K
4
Amundi
Amundi
France
-$625K
5
Citadel Advisors
Citadel Advisors
Florida
-$366K
Name Holding Trade Value Shares
Change 		Change in
Stake
FCM
1
Forager Capital Management
Alabama
$36.6M – – –
Amundi
2
Amundi
France
$33.7M -$625K -37,206 -2%
BlackRock
3
BlackRock
New York
$15.8M +$1.39M +82,664 +11%
Handelsbanken Fonder
4
Handelsbanken Fonder
Sweden
$12.7M -$1.37M -81,401 -11%
Vanguard Group
5
Vanguard Group
Pennsylvania
$12.2M -$135K -8,060 -1%
Swedbank
6
Swedbank
Sweden
$8.35M – – –
RHJA
7
Rice Hall James & Associates
California
$8.15M +$43.6K +2,594 +0.6%
SCA
8
Summit Creek Advisors
Minnesota
$7.3M +$3.61K +215 +0.1%
RPA
9
Rock Point Advisors
Vermont
$7M -$50K -2,975 -0.8%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$4.94M +$328K +19,511 +8%
Northern Trust
11
Northern Trust
Illinois
$4.66M +$82.2K +4,891 +2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$4.48M +$30.3K +1,804 +0.8%
State Street
13
State Street
Massachusetts
$4.11M +$33.9K +2,016 +0.9%
RC
14
RBF Capital
California
$3.7M – – –
RGC
15
Redwood Grove Capital
California
$3.42M – – –
KCM
16
Kennedy Capital Management
Missouri
$3.12M +$711K +42,326 +35%
EIM
17
Essex Investment Management
Massachusetts
$2.79M +$1.08M +64,190 +79%
BA
18
Bard Associates
Illinois
$2.77M -$2.1K -125 -0.1%
FCM
19
Frontier Capital Management
Massachusetts
$1.63M -$4.16M -247,228 -74%
KCM
20
Kornitzer Capital Management
Kansas
$1.52M – – –
TA
21
Teton Advisors
New York
$1.49M -$84K -5,000 -6%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.45M -$263K -15,667 -17%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$1.21M -$1.09K -65 -0.1%
Millennium Management
24
Millennium Management
New York
$1.12M +$216K +12,827 +28%
LCM
25
Legato Capital Management
California
$1.08M +$509K +30,257 +117%
1
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WLDN Hedge Fund Activity: Q2 2023 in Review

84 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Willdan Group (WLDN) for Q2 2023, worth a combined $201M — up 21% from $166M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new WLDN positions and 4 closed out — a net gain of 3 holders — while 29 added to existing stakes and 28 trimmed.

The largest buyer was BlackRock, adding an estimated $1.39M. The largest seller was Frontier Capital Management, cutting an estimated $4.16M.

  • 84 institutional investors held Willdan Group (WLDN) as of Q2 2023, up from 81 in Q1 2023.
  • Funds reported $201M of Willdan Group stock for Q2 2023, up 21% quarter-over-quarter.
  • 7 funds opened new Willdan Group positions in Q2 2023 and 4 closed out, a net change of +3 holders.
  • The largest Willdan Group buyer in Q2 2023 was BlackRock, an estimated $1.39M added.
  • The largest Willdan Group seller in Q2 2023 was Frontier Capital Management, an estimated $4.16M sold.

Based on aggregated 13F filings for Q2 2023.