Walker & Dunlop
206 hedge funds and large institutions have $1.33B invested in Walker & Dunlop in 2018 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 83 increasing their positions, 70 reducing their positions, and 28 closing their positions.
138% more call options, than puts
Call options by funds: $4.3M | Put options by funds: $1.81M
19% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 70
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less funds holding
Funds holding: 212 → 206 (-6)
3.15% less ownership
Funds ownership: 83.59% → 80.44% (-3.2%)
8% less capital invested
Capital invested by funds: $1.44B → $1.33B (-$114M)
14% less first-time investments, than exits
New positions opened: 24 | Existing positions closed: 28
Top Buyers
| 1 |
BlackRock
New York
|
+$11M |
| 2 |
RA
Royce & Associates
New York
|
+$8.85M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
+$5.39M |
| 4 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$5.33M |
| 5 |
Renaissance Technologies
New York
|
+$5.06M |
Top Sellers
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$23.6M |
| 2 |
JP Morgan Chase
New York
|
-$16.3M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$13.5M |
| 4 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
-$5.75M |
| 5 |
Goldman Sachs
New York
|
-$5.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PHK
226
Point72 Hong Kong
Hong Kong
| – | -$53K | -949 | Closed |
|
227
Macquarie Group
Sydney, NSW 2000,
Australia
| – | -$17K | -300 | Closed |
|
|
FIA
228
FNY Investment Advisers
New York
| – | -$4K | -75 | Closed |
|
229
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$3K | -46 | Closed |
|
|
NL
230
NVWM LLC
Yardley,
Pennsylvania
| – | -$2K | -35 | Closed |
|
|
HMS
231
Hanseatic Management Services
Albuquerque,
New Mexico
| – | -$1K | -20 | Closed |
|
|
FGAM
232
Financial Gravity Asset Management
Lakeway,
Texas
| – | +$167 | +3 | New |
|
|
CAG
233
Csenge Advisory Group
Clearwater,
Florida
| – | +$555 | +10 | New |
|
WD Hedge Fund Activity: Q3 2018 in Review
206 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Walker & Dunlop (WD) for Q3 2018, worth a combined $1.33B — down 7.9% from $1.44B a quarter earlier.
Sellers outnumbered buyers: 28 funds closed out of WD and 24 opened new positions — a net loss of 4 holders — while 70 trimmed existing stakes and 83 added.
The largest buyer was BlackRock, adding an estimated $11M. The largest seller was Victory Capital Management, cutting an estimated $23.6M.
- 206 institutional investors held Walker & Dunlop (WD) as of Q3 2018, down from 212 in Q2 2018.
- Funds reported $1.33B of Walker & Dunlop stock for Q3 2018, down 7.9% quarter-over-quarter.
- 24 funds opened new Walker & Dunlop positions in Q3 2018 and 28 closed out, a net change of -4 holders.
- The largest Walker & Dunlop buyer in Q3 2018 was BlackRock, an estimated $11M added.
- The largest Walker & Dunlop seller in Q3 2018 was Victory Capital Management, an estimated $23.6M sold.
Based on aggregated 13F filings for Q3 2018.