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Walker & Dunlop
WD

73 hedge funds and large institutions have $437M invested in Walker & Dunlop in 2013 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 26 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 26

3% less capital invested

Capital invested by funds: $451M → $437M (-$14.2M)

3.74% less ownership

Funds ownership: 81.19% → 77.45% (-3.7%)

12% less funds holding

Funds holding: 83 → 73 (-10)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

32% less call options, than puts

Call options by funds: $243K | Put options by funds: $355K

50% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 18

Holders
73
Holders Change
-10
Holders Change %
-12.05%
% of All Funds
2.12%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
9
Increased
28
Reduced
26
Closed
18
Calls
$243K
Puts
$355K
Net Calls
-$112K
Net Calls Change
-$109K

Top Buyers

Rank Fund Capital Flow
1
Deutsche Bank
Deutsche Bank
Germany
+$8.84M
2
WI
WHV Investments
California
+$5.86M
3
RA
Royce & Associates
New York
+$4.77M
4
CCM
Castine Capital Management
Massachusetts
+$4.7M
5
TC
Talkot Capital
California
+$3.55M

Top Sellers

Rank Fund Capital Flow
1
EAM
Eagle Asset Management
Florida
-$10.2M
2
Federated Hermes
Federated Hermes
Pennsylvania
-$8.04M
3
EBIM
Eagle Boston Investment Management
Massachusetts
-$6.22M
4
EA
Emerald Advisers
Pennsylvania
-$5.98M
5
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$4.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCIM
26
TIAA CREF Investment Management
New York
$1.65M +$103K +7,153 +8%
Wells Fargo
27
Wells Fargo
California
$1.44M +$101K +7,067 +9%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$1.37M +$134K +9,334 +12%
MPAM
29
Monarch Partners Asset Management
Massachusetts
$976K +$865K +60,331 New
Comerica Bank
30
Comerica Bank
Texas
$974K -$33.5K -2,337 -4%
BIM
31
BlackRock Investment Management
Delaware
$909K -$20.2K -1,412 -2%
Charles Schwab
32
Charles Schwab
California
$708K -$58.8K -4,104 -9%
Two Sigma Investments
33
Two Sigma Investments
New York
$707K +$626K +43,700 New
Morgan Stanley
34
Morgan Stanley
New York
$603K -$226K -15,795 -30%
CIC
35
Cornercap Investment Counsel
Georgia
$492K +$147K +10,265 +51%
California State Teachers Retirement System (CalSTRS)
36
California State Teachers Retirement System (CalSTRS)
California
$482K +$2.87K +200 +0.7%
Brown Advisory
37
Brown Advisory
Maryland
$438K – – –
TC
38
TFS Capital
Pennsylvania
$418K -$185K -12,876 -33%
MAM
39
Martingale Asset Management
Massachusetts
$414K +$366K +25,564 New
Barclays
40
Barclays
United Kingdom
$407K +$245K +17,096 +207%
MC
41
Menta Capital
California
$382K +$338K +23,600 New
TA
42
Teachers Advisors
New York
$371K – – –
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$367K -$20.8K -1,450 -6%
Swiss National Bank
44
Swiss National Bank
Switzerland
$359K – – –
Millennium Management
45
Millennium Management
New York
$284K -$680K -47,444 -73%
GMIM
46
General Motors Investment Management
New York
$268K +$51.6K +3,602 +28%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$254K +$225K +15,680 New
NFA
48
Nationwide Fund Advisors
Ohio
$250K -$4.99K -348 -2%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$243K +$206K +14,364 +2,258%
Bank of America
50
Bank of America
North Carolina
$224K -$39.6K -2,765 -17%
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WD Hedge Fund Activity: Q4 2013 in Review

73 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Walker & Dunlop (WD) for Q4 2013, worth a combined $437M — down 3.1% from $451M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of WD and 9 opened new positions — a net loss of 9 holders — while 26 trimmed existing stakes and 28 added.

The largest buyer was Deutsche Bank, adding an estimated $8.84M. The largest seller was Eagle Asset Management, exiting entirely with an estimated $10.2M sold.

  • 73 institutional investors held Walker & Dunlop (WD) as of Q4 2013, down from 83 in Q3 2013.
  • Funds reported $437M of Walker & Dunlop stock for Q4 2013, down 3.1% quarter-over-quarter.
  • 9 funds opened new Walker & Dunlop positions in Q4 2013 and 18 closed out, a net change of -9 holders.
  • The largest Walker & Dunlop buyer in Q4 2013 was Deutsche Bank, an estimated $8.84M added.
  • The largest Walker & Dunlop seller in Q4 2013 was Eagle Asset Management, an estimated $10.2M sold.

Based on aggregated 13F filings for Q4 2013.