Willdan Group
WLDN
90 hedge funds and large institutions have $224M invested in Willdan Group in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 32 increasing their positions, 30 reducing their positions, and 5 closing their positions.
4,500% more call options, than puts
Call options by funds: $92K | Put options by funds: $2K
5% more capital invested
Capital invested by funds: $213M → $224M (+$10.9M)
7% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 30
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.26% less ownership
Funds ownership: 76.56% → 76.3% (-0.26%)
1% less funds holding
Funds holding: 91 → 90 (-1)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$1.47M |
| 2 |
Amundi
Paris,
France
|
+$905K |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$403K |
| 4 |
Barclays
London,
United Kingdom
|
+$292K |
| 5 |
Los Angeles Capital Management
Los Angeles,
California
|
+$286K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EI
EAM Investors
Solana Beach,
California
|
-$1.18M |
| 2 |
HIM
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
-$1.05M |
| 3 |
RHJA
Rice Hall James & Associates
San Diego,
California
|
-$531K |
| 4 |
SCA
Summit Creek Advisors
Minneapolis,
Minnesota
|
-$403K |
| 5 |
Millennium Management
New York
|
-$366K |
WLDN Hedge Fund Activity: Q4 2023 in Review
90 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Willdan Group (WLDN) for Q4 2023, worth a combined $224M — up 5.2% from $213M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of WLDN and 4 opened new positions — a net loss of 1 holder — while 30 trimmed existing stakes and 32 added.
The largest buyer was BlackRock, adding an estimated $1.47M. The largest seller was EAM Investors, exiting entirely with an estimated $1.18M sold.
- 90 institutional investors held Willdan Group (WLDN) as of Q4 2023, down from 91 in Q3 2023.
- Funds reported $224M of Willdan Group stock for Q4 2023, up 5.2% quarter-over-quarter.
- 4 funds opened new Willdan Group positions in Q4 2023 and 5 closed out, a net change of -1 holder.
- The largest Willdan Group buyer in Q4 2023 was BlackRock, an estimated $1.47M added.
- The largest Willdan Group seller in Q4 2023 was EAM Investors, an estimated $1.18M sold.
Based on aggregated 13F filings for Q4 2023.