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Walker & Dunlop
WD

83 hedge funds and large institutions have $451M invested in Walker & Dunlop in 2013 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 28 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

14% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 28

4.21% more ownership

Funds ownership: 76.98% → 81.19% (+4.2%)

4% less capital invested

Capital invested by funds: $471M → $451M (-$20.3M)

3% less funds holding

Funds holding: 86 → 83 (-3)

21% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 14

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $3K

Holders
83
Holders Change
-3
Holders Change %
-3.49%
% of All Funds
2.69%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
11
Increased
32
Reduced
28
Closed
14
Calls
–
Puts
$3K
Net Calls
-$3K
Net Calls Change
-$3K

Top Buyers

Rank Fund Capital Flow
1
Deutsche Bank
Deutsche Bank
Germany
+$13.7M
2
WI
WHV Investments
California
+$13.2M
3
CCM
Castine Capital Management
Massachusetts
+$2.54M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$1.88M
5
DCM
Dupont Capital Management
Delaware
+$1.71M

Top Sellers

Rank Fund Capital Flow
1
PI
Putnam Investments
Massachusetts
-$6.39M
2
EC
EJF Capital
Virginia
-$5.21M
3
SC
Seawolf Capital
New York
-$4.73M
4
SCM
Silver Capital Management
New York
-$3.27M
5
EA
Emerald Advisers
Pennsylvania
-$3.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
26
Dupont Capital Management
Delaware
$2.46M +$1.71M +103,531 +203%
ACH
27
ArrowMark Colorado Holdings
Colorado
$2.39M – – –
Alyeska Investment Group
28
Alyeska Investment Group
Illinois
$1.81M +$1.88M +113,890 New
Bank of New York Mellon
29
Bank of New York Mellon
New York
$1.57M +$245K +14,874 +18%
TCIM
30
TIAA CREF Investment Management
New York
$1.51M +$309K +18,766 +25%
PCM
31
Penn Capital Management
Pennsylvania
$1.45M +$48.8K +2,961 +3%
Wells Fargo
32
Wells Fargo
California
$1.31M +$663K +40,204 +96%
Geode Capital Management
33
Geode Capital Management
Massachusetts
$1.2M +$169K +10,250 +16%
ClearBridge Investments
34
ClearBridge Investments
New York
$1.15M +$692K +41,963 +137%
Millennium Management
35
Millennium Management
New York
$1.03M +$375K +22,724 +54%
Comerica Bank
36
Comerica Bank
Texas
$996K +$1.03M +62,595 New
BIM
37
BlackRock Investment Management
Delaware
$917K +$23.8K +1,441 +3%
Morgan Stanley
38
Morgan Stanley
New York
$845K -$762K -46,194 -47%
TC
39
TFS Capital
Pennsylvania
$616K -$1.12M -67,748 -64%
Charles Schwab
40
Charles Schwab
California
$616K -$324K -19,626 -29%
SO
41
STRS Ohio
Ohio
$563K -$162K -9,810 -22%
U
42
UBS
Switzerland
$539K -$101K -6,132 -15%
California State Teachers Retirement System (CalSTRS)
43
California State Teachers Retirement System (CalSTRS)
California
$471K +$15K +911 +3%
Brown Advisory
44
Brown Advisory
Maryland
$431K – – –
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$384K -$2.52K -153 -0.6%
TA
46
Teachers Advisors
New York
$365K +$21.6K +1,307 +6%
IGIM
47
I.G. Investment Management
Manitoba, Canada
$357K -$40.9K -2,479 -10%
Swiss National Bank
48
Swiss National Bank
Switzerland
$353K -$19.8K -1,200 -5%
CIC
49
Cornercap Investment Counsel
Georgia
$321K +$79.5K +4,820 +31%
AllianceBernstein
50
AllianceBernstein
Tennessee
$298K -$10.8K -657 -3%
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WD Hedge Fund Activity: Q3 2013 in Review

83 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Walker & Dunlop (WD) for Q3 2013, worth a combined $451M — down 4.3% from $471M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of WD and 11 opened new positions — a net loss of 3 holders — while 28 trimmed existing stakes and 32 added.

The largest buyer was Deutsche Bank, adding an estimated $13.7M. The largest seller was Putnam Investments, exiting entirely with an estimated $6.39M sold.

  • 83 institutional investors held Walker & Dunlop (WD) as of Q3 2013, down from 86 in Q2 2013.
  • Funds reported $451M of Walker & Dunlop stock for Q3 2013, down 4.3% quarter-over-quarter.
  • 11 funds opened new Walker & Dunlop positions in Q3 2013 and 14 closed out, a net change of -3 holders.
  • The largest Walker & Dunlop buyer in Q3 2013 was Deutsche Bank, an estimated $13.7M added.
  • The largest Walker & Dunlop seller in Q3 2013 was Putnam Investments, an estimated $6.39M sold.

Based on aggregated 13F filings for Q3 2013.