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Walker & Dunlop
WD

90 hedge funds and large institutions have $348M invested in Walker & Dunlop in 2014 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 35 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.54% more ownership

Funds ownership: 70.11% → 75.66% (+5.5%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

1% less funds holding

Funds holding: 91 → 90 (-1)

13% less capital invested

Capital invested by funds: $402M → $348M (-$54.1M)

29% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 35

Holders
90
Holders Change
-1
Holders Change %
-1.1%
% of All Funds
2.59%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
13
Increased
25
Reduced
35
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
+$3.17M
2
Norges Bank
Norges Bank
Norway
+$1.89M
3
KKRC
Kohlberg Kravis Roberts & Co
New York
+$1.69M
4
Prudential Financial
Prudential Financial
New Jersey
+$778K
5
JP Morgan Chase
JP Morgan Chase
New York
+$598K

Top Sellers

Rank Fund Capital Flow
1
Deutsche Bank
Deutsche Bank
Germany
-$1.94M
2
BIT
BlackRock Institutional Trust
California
-$1.09M
3
DCM
Dupont Capital Management
Delaware
-$973K
4
CCM
Castine Capital Management
Massachusetts
-$888K
5
WI
WHV Investments
California
-$725K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACH
26
ArrowMark Colorado Holdings
Colorado
$1.76M -$382K -25,000 -17%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$1.66M -$6.87K -450 -0.4%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$1.59M +$35.3K +2,310 +2%
TCIM
29
TIAA CREF Investment Management
New York
$1.49M +$231K +15,134 +17%
JP Morgan Chase
30
JP Morgan Chase
New York
$1.32M +$598K +39,183 +72%
MAM
31
Martingale Asset Management
Massachusetts
$1.18M +$26.7K +1,750 +2%
MAA
32
Managed Account Advisors
New Jersey
$1.03M -$28.7K -1,882 -3%
Morgan Stanley
33
Morgan Stanley
New York
$998K -$204K -13,359 -16%
DCM
34
Dupont Capital Management
Delaware
$875K -$973K -63,720 -51%
BIM
35
BlackRock Investment Management
Delaware
$840K +$50.7K +3,318 +6%
Prudential Financial
36
Prudential Financial
New Jersey
$719K +$778K +50,948 New
American Century Companies
37
American Century Companies
Missouri
$709K +$484K +31,702 +171%
Charles Schwab
38
Charles Schwab
California
$704K -$5.13K -336 -0.7%
MERSOM
39
Municipal Employees' Retirement System of Michigan
Michigan
$656K – – –
Comerica Bank
40
Comerica Bank
Texas
$621K -$106K -6,972 -14%
Goldman Sachs
41
Goldman Sachs
New York
$497K +$222K +14,526 +70%
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$477K +$61.1K +4,000 +13%
Millennium Management
43
Millennium Management
New York
$447K -$232K -15,224 -32%
CIC
44
Cornercap Investment Counsel
Georgia
$446K +$17.7K +1,160 +4%
Brown Advisory
45
Brown Advisory
Maryland
$382K – – –
TA
46
Teachers Advisors
New York
$361K +$41K +2,683 +12%
Swiss National Bank
47
Swiss National Bank
Switzerland
$360K -$30.5K -2,000 -7%
Renaissance Technologies
48
Renaissance Technologies
New York
$326K +$353K +23,100 New
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$325K +$16.5K +1,080 +5%
Two Sigma Investments
50
Two Sigma Investments
New York
$324K -$92.3K -6,048 -21%
1
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3 4 5

WD Hedge Fund Activity: Q2 2014 in Review

90 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Walker & Dunlop (WD) for Q2 2014, worth a combined $348M — down 13% from $402M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of WD and 13 opened new positions — a net loss of 1 holder — while 35 trimmed existing stakes and 25 added.

The largest buyer was Royce & Associates, adding an estimated $3.17M. The largest seller was Deutsche Bank, cutting an estimated $1.94M.

  • 90 institutional investors held Walker & Dunlop (WD) as of Q2 2014, down from 91 in Q1 2014.
  • Funds reported $348M of Walker & Dunlop stock for Q2 2014, down 13% quarter-over-quarter.
  • 13 funds opened new Walker & Dunlop positions in Q2 2014 and 14 closed out, a net change of -1 holder.
  • The largest Walker & Dunlop buyer in Q2 2014 was Royce & Associates, an estimated $3.17M added.
  • The largest Walker & Dunlop seller in Q2 2014 was Deutsche Bank, an estimated $1.94M sold.

Based on aggregated 13F filings for Q2 2014.