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Walker & Dunlop

222 hedge funds and large institutions have $1.58B invested in Walker & Dunlop in 2019 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 70 increasing their positions, 65 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 22

82% more call options, than puts

Call options by funds: $1.69M | Put options by funds: $930K

15% more capital invested

Capital invested by funds: $1.38B → $1.58B (+$201M)

10% more funds holding

Funds holding: 202222 (+20)

8% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 65

0.84% less ownership

Funds ownership: 80.05%79.21% (-0.84%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
222
Holders Change
+20
Holders Change %
+9.9%
% of All Funds
4.37%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
50
Increased
70
Reduced
65
Closed
22
Calls
$1.69M
Puts
$930K
Net Calls
+$759K
Net Calls Change
+$313K
Name Holding Trade Value Shares
Change
Change in
Stake
USGIU
226
U.S. Global Investors (USGI)
Texas
-$938K -16,779 Closed
BIM
227
Bogle Investment Management
Massachusetts
-$658K -11,764 Closed
ACM
228
AlphaCrest Capital Management
New York
-$615K -11,000 Closed
WCM
229
Weld Capital Management
New York
-$364K -6,505 Closed
QSS
230
Quantitative Systematic Strategies
Florida
-$307K -5,495 Closed
FQ
231
First Quadrant
California
-$267K -4,779 Closed
WGCA
232
Wolf Group Capital Advisors
Virginia
-$262K -4,692 Closed
PA
233
Profund Advisors
Maryland
-$245K -4,374 Closed
JIR
234
James Investment Research
Ohio
-$230K -4,115 Closed
FCM
235
FJ Capital Management
Virginia
-$239K -4,000 Closed
CIBC Asset Management
236
CIBC Asset Management
Ontario, Canada
-$214K -3,819 Closed
DA
237
Denali Advisors
California
-$56K -1,000 Closed
MWNA
238
Marshall Wace North America
New York
-$53K -940 Closed
CAPTRUST Financial Advisors
239
CAPTRUST Financial Advisors
North Carolina
-$28K -506 Closed
WCM
240
Whitener Capital Management
North Carolina
-$13K -238 Closed
GEA
241
Glen Eagle Advisors
New Jersey
-$7.05K -126 Closed
CIAS
242
Capital Investment Advisory Services
North Carolina
-$7K -120 Closed
ClearBridge Investments
243
ClearBridge Investments
New York
-$4K -76 Closed
NFG
244
Next Financial Group
Texas
-$2K -37 Closed

WD Hedge Fund Activity: Q4 2019 in Review

222 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Walker & Dunlop (WD) for Q4 2019, worth a combined $1.58B — up 15% from $1.38B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new WD positions and 22 closed out — a net gain of 28 holders — while 70 added to existing stakes and 65 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $10M. The largest seller was BlackRock, cutting an estimated $25.4M.

  • 222 institutional investors held Walker & Dunlop (WD) as of Q4 2019, up from 202 in Q3 2019.
  • Funds reported $1.58B of Walker & Dunlop stock for Q4 2019, up 15% quarter-over-quarter.
  • 50 funds opened new Walker & Dunlop positions in Q4 2019 and 22 closed out, a net change of +28 holders.
  • The largest Walker & Dunlop buyer in Q4 2019 was Goldman Sachs, an estimated $10M added.
  • The largest Walker & Dunlop seller in Q4 2019 was BlackRock, an estimated $25.4M sold.

Based on aggregated 13F filings for Q4 2019.