Walker & Dunlop
211 hedge funds and large institutions have $1.52B invested in Walker & Dunlop in 2018 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 69 increasing their positions, 65 reducing their positions, and 26 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
88% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 26
27% more capital invested
Capital invested by funds: $1.19B → $1.52B (+$326M)
17% more call options, than puts
Call options by funds: $1.81M | Put options by funds: $1.55M
10% more funds holding
Funds holding: 191 → 211 (+20)
1.93% more ownership
Funds ownership: 80.76% → 82.69% (+1.9%)
6% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 65
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
+$7.13M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$6.98M |
| 3 |
Axa
Paris,
France
|
+$6.59M |
| 4 |
Bank of New York Mellon
New York
|
+$5.8M |
| 5 |
Goldman Sachs
New York
|
+$5.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$9.64M |
| 2 |
Alyeska Investment Group
Chicago,
Illinois
|
-$5.69M |
| 3 |
Fisher Asset Management
Camas,
Washington
|
-$5.61M |
| 4 |
MCM
Matarin Capital Management
New York
|
-$4.9M |
| 5 |
SCA
Secor Capital Advisors
New York
|
-$4.89M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
226
Nisa Investment Advisors
St. Louis,
Missouri
| – | -$390K | -8,200 | Closed |
|
|
JG
227
Jefferies Group
New York
| – | -$364K | -7,670 | Closed |
|
228
Balyasny Asset Management
Chicago,
Illinois
| – | -$337K | -7,096 | Closed |
|
|
MC
229
Menta Capital
San Francisco,
California
| – | -$228K | -4,808 | Closed |
|
230
Parallax Volatility Advisers
San Francisco,
California
| – | -$201K | -4,242 | Closed |
|
|
CSS
231
Cubist Systematic Strategies
Stamford,
Connecticut
| – | -$196K | -4,125 | Closed |
|
|
SWP
232
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$97K | -2,050 | Closed |
|
|
QT
233
Quantbot Technologies
New York
| – | -$82K | -1,735 | Closed |
|
|
TRCT
234
Tower Research Capital (TRC)
New York
| – | -$39K | -828 | Closed |
|
|
PHK
235
Point72 Hong Kong
Hong Kong
| – | -$35K | -746 | Closed |
|
|
TL
236
TrueWealth LLC
Atlanta,
Georgia
| – | -$5K | -109 | Closed |
|
|
CA
237
Calton & Associates
Tampa,
Florida
| – | -$3K | -68 | Closed |
|
WD Hedge Fund Activity: Q1 2018 in Review
211 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Walker & Dunlop (WD) for Q1 2018, worth a combined $1.52B — up 27% from $1.19B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new WD positions and 26 closed out — a net gain of 23 holders — while 69 added to existing stakes and 65 trimmed.
The largest buyer was Janus Henderson Group, opening a new position worth an estimated $7.13M. The largest seller was JP Morgan Chase, cutting an estimated $9.64M.
- 211 institutional investors held Walker & Dunlop (WD) as of Q1 2018, up from 191 in Q4 2017.
- Funds reported $1.52B of Walker & Dunlop stock for Q1 2018, up 27% quarter-over-quarter.
- 49 funds opened new Walker & Dunlop positions in Q1 2018 and 26 closed out, a net change of +23 holders.
- The largest Walker & Dunlop buyer in Q1 2018 was Janus Henderson Group, an estimated $7.13M added.
- The largest Walker & Dunlop seller in Q1 2018 was JP Morgan Chase, an estimated $9.64M sold.
Based on aggregated 13F filings for Q1 2018.