Willdan Group
WLDN
110 hedge funds and large institutions have $300M invested in Willdan Group in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 45 increasing their positions, 27 reducing their positions, and 13 closing their positions.
69% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 13
67% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 27
13% more call options, than puts
Call options by funds: $1.79M | Put options by funds: $1.59M
9% more funds holding
Funds holding: 101 → 110 (+9)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% less capital invested
Capital invested by funds: $301M → $300M (-$1.19M)
0.4% less ownership
Funds ownership: 75.69% → 75.29% (-0.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OAM
Oberweis Asset Management
Lisle,
Illinois
|
+$2.36M |
| 2 |
Morgan Stanley
New York
|
+$2.07M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
+$1.56M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$1.55M |
| 5 |
Renaissance Technologies
New York
|
+$1.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCM
Forager Capital Management
Birmingham,
Alabama
|
-$13.6M |
| 2 |
Amundi
Paris,
France
|
-$3.77M |
| 3 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$1.61M |
| 4 |
RPA
Rock Point Advisors
Burlington,
Vermont
|
-$1.28M |
| 5 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
-$1.24M |
WLDN Hedge Fund Activity: Q2 2024 in Review
110 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Willdan Group (WLDN) for Q2 2024, worth a combined $300M — down 0.4% from $301M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new WLDN positions and 13 closed out — a net gain of 9 holders — while 45 added to existing stakes and 27 trimmed.
The largest buyer was Oberweis Asset Management, opening a new position worth an estimated $2.36M. The largest seller was Forager Capital Management, cutting an estimated $13.6M.
- 110 institutional investors held Willdan Group (WLDN) as of Q2 2024, up from 101 in Q1 2024.
- Funds reported $300M of Willdan Group stock for Q2 2024, down 0.4% quarter-over-quarter.
- 22 funds opened new Willdan Group positions in Q2 2024 and 13 closed out, a net change of +9 holders.
- The largest Willdan Group buyer in Q2 2024 was Oberweis Asset Management, an estimated $2.36M added.
- The largest Willdan Group seller in Q2 2024 was Forager Capital Management, an estimated $13.6M sold.
Based on aggregated 13F filings for Q2 2024.