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Walker & Dunlop
WD

91 hedge funds and large institutions have $402M invested in Walker & Dunlop in 2014 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 21 increasing their positions, 30 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

380% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 5

46% more call options, than puts

Call options by funds: $291K | Put options by funds: $200K

25% more funds holding

Funds holding: 73 → 91 (+18)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

7.34% less ownership

Funds ownership: 77.45% → 70.11% (-7.3%)

8% less capital invested

Capital invested by funds: $437M → $402M (-$34.4M)

30% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 30

Holders
91
Holders Change
+18
Holders Change %
+24.66%
% of All Funds
2.63%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
24
Increased
21
Reduced
30
Closed
5
Calls
$291K
Puts
$200K
Net Calls
+$91K
Net Calls Change
+$203K

Top Buyers

Rank Fund Capital Flow
1
APG Asset Management
APG Asset Management
Netherlands
+$11.4M
2
RA
Royce & Associates
New York
+$2.92M
3
Boston Partners
Boston Partners
Massachusetts
+$2.39M
4
Norges Bank
Norges Bank
Norway
+$1.94M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$1.8M

Top Sellers

Rank Fund Capital Flow
1
CS
Credit Suisse
Switzerland
-$46.8M
2
WI
WHV Investments
California
-$14M
3
SC
Seawolf Capital
New York
-$2.58M
4
CCM
Castine Capital Management
Massachusetts
-$2.41M
5
KCM
Kennedy Capital Management
Missouri
-$1.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
Norges Bank
26
Norges Bank
Norway
$2.02M +$1.94M +123,800 New
Bank of New York Mellon
27
Bank of New York Mellon
New York
$1.93M -$5.93K -378 -0.3%
KKRC
28
Kohlberg Kravis Roberts & Co
New York
$1.85M +$1.77M +113,000 New
Geode Capital Management
29
Geode Capital Management
Massachusetts
$1.8M +$402K +25,639 +30%
TCIM
30
TIAA CREF Investment Management
New York
$1.48M -$179K -11,436 -11%
Morgan Stanley
31
Morgan Stanley
New York
$1.38M +$734K +46,840 +126%
MAM
32
Martingale Asset Management
Massachusetts
$1.34M +$885K +56,473 +221%
MAA
33
Managed Account Advisors
New Jersey
$1.22M +$1.17M +74,702 New
BIM
34
BlackRock Investment Management
Delaware
$919K -$157 -10 -0%
JP Morgan Chase
35
JP Morgan Chase
New York
$888K +$851K +54,293 New
TC
36
TFS Capital
Pennsylvania
$875K +$434K +27,697 +107%
Comerica Bank
37
Comerica Bank
Texas
$834K -$145K -9,248 -15%
Charles Schwab
38
Charles Schwab
California
$821K +$101K +6,413 +15%
Millennium Management
39
Millennium Management
New York
$767K +$461K +29,372 +167%
MERSOM
40
Municipal Employees' Retirement System of Michigan
Michigan
$760K +$729K +46,500 New
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$620K +$608K +38,800 New
CIC
42
Cornercap Investment Counsel
Georgia
$498K – – –
California State Teachers Retirement System (CalSTRS)
43
California State Teachers Retirement System (CalSTRS)
California
$487K – – –
Two Sigma Investments
44
Two Sigma Investments
New York
$475K -$230K -14,676 -34%
Swiss National Bank
45
Swiss National Bank
Switzerland
$450K +$83.1K +5,300 +24%
Brown Advisory
46
Brown Advisory
Maryland
$443K – – –
Arrowstreet Capital
47
Arrowstreet Capital
Massachusetts
$394K +$377K +24,070 New
TA
48
Teachers Advisors
New York
$375K – – –
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$359K -$11K -700 -3%
D.E. Shaw & Co
50
D.E. Shaw & Co
New York
$356K +$342K +21,782 New
1
2
3 4

WD Hedge Fund Activity: Q1 2014 in Review

91 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Walker & Dunlop (WD) for Q1 2014, worth a combined $402M — down 7.9% from $437M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new WD positions and 5 closed out — a net gain of 19 holders — while 21 added to existing stakes and 30 trimmed.

The largest buyer was APG Asset Management, opening a new position worth an estimated $11.4M. The largest seller was Credit Suisse, cutting an estimated $46.8M.

  • 91 institutional investors held Walker & Dunlop (WD) as of Q1 2014, up from 73 in Q4 2013.
  • Funds reported $402M of Walker & Dunlop stock for Q1 2014, down 7.9% quarter-over-quarter.
  • 24 funds opened new Walker & Dunlop positions in Q1 2014 and 5 closed out, a net change of +19 holders.
  • The largest Walker & Dunlop buyer in Q1 2014 was APG Asset Management, an estimated $11.4M added.
  • The largest Walker & Dunlop seller in Q1 2014 was Credit Suisse, an estimated $46.8M sold.

Based on aggregated 13F filings for Q1 2014.