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Walker & Dunlop
WD

82 hedge funds and large institutions have $328M invested in Walker & Dunlop in 2014 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 27 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 27

0.15% more ownership

Funds ownership: 75.66% → 75.81% (+0.15%)

6% less capital invested

Capital invested by funds: $348M → $328M (-$19.9M)

9% less funds holding

Funds holding: 90 → 82 (-8)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

47% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 17

Holders
82
Holders Change
-8
Holders Change %
-8.89%
% of All Funds
2.38%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
9
Increased
30
Reduced
27
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KKRC
Kohlberg Kravis Roberts & Co
New York
+$4.41M
2
Millennium Management
Millennium Management
New York
+$3.71M
3
RA
Royce & Associates
New York
+$773K
4
TC
TFS Capital
Pennsylvania
+$734K
5
TC
Talkot Capital
California
+$710K

Top Sellers

1
SC
Seawolf Capital
New York
-$1.89M
2
Norges Bank
Norges Bank
Norway
-$1.72M
3
CCM
Castine Capital Management
Massachusetts
-$1.19M
4
MAM
Martingale Asset Management
Massachusetts
-$1.18M
5
Deutsche Bank
Deutsche Bank
Germany
-$1.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
Norges Bank
26
Norges Bank
Norway
$1.65M -$1.72M -123,800 -50%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$1.59M +$29.6K +2,136 +2%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$1.51M +$13.8K +993 +0.9%
TCIM
29
TIAA CREF Investment Management
New York
$1.21M -$208K -15,022 -14%
JP Morgan Chase
30
JP Morgan Chase
New York
$1.2M -$40.2K -2,900 -3%
DCM
31
Dupont Capital Management
Delaware
$991K +$174K +12,530 +20%
MAA
32
Managed Account Advisors
New Jersey
$945K -$23.6K -1,702 -2%
TC
33
TFS Capital
Pennsylvania
$859K +$734K +52,926 +453%
BIM
34
BlackRock Investment Management
Delaware
$826K +$37K +2,664 +4%
Charles Schwab
35
Charles Schwab
California
$818K +$162K +11,666 +23%
Prudential Financial
36
Prudential Financial
New Jersey
$804K +$133K +9,552 +19%
Comerica Bank
37
Comerica Bank
Texas
$735K +$157K +11,294 +26%
Morgan Stanley
38
Morgan Stanley
New York
$687K -$265K -19,112 -27%
MERSOM
39
Municipal Employees' Retirement System of Michigan
Michigan
$618K – – –
MC
40
Menta Capital
California
$475K +$496K +35,776 New
California State Teachers Retirement System (CalSTRS)
41
California State Teachers Retirement System (CalSTRS)
California
$454K +$5.47K +394 +1%
CIC
42
Cornercap Investment Counsel
Georgia
$414K -$6.45K -465 -1%
TA
43
Teachers Advisors
New York
$385K +$46K +3,318 +13%
Brown Advisory
44
Brown Advisory
Maryland
$359K -$1.39K -100 -0.4%
Swiss National Bank
45
Swiss National Bank
Switzerland
$339K – – –
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$306K – – –
D.E. Shaw & Co
47
D.E. Shaw & Co
New York
$235K +$245K +17,678 New
GMIM
48
General Motors Investment Management
New York
$225K – – –
NFA
49
Nationwide Fund Advisors
Ohio
$224K +$4.2K +303 +2%
American Century Companies
50
American Century Companies
Missouri
$222K -$466K -33,565 -67%
1
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WD Hedge Fund Activity: Q3 2014 in Review

82 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Walker & Dunlop (WD) for Q3 2014, worth a combined $328M — down 5.7% from $348M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of WD and 9 opened new positions — a net loss of 8 holders — while 27 trimmed existing stakes and 30 added.

The largest buyer was Kohlberg Kravis Roberts & Co, adding an estimated $4.41M. The largest seller was Seawolf Capital, exiting entirely with an estimated $1.89M sold.

  • 82 institutional investors held Walker & Dunlop (WD) as of Q3 2014, down from 90 in Q2 2014.
  • Funds reported $328M of Walker & Dunlop stock for Q3 2014, down 5.7% quarter-over-quarter.
  • 9 funds opened new Walker & Dunlop positions in Q3 2014 and 17 closed out, a net change of -8 holders.
  • The largest Walker & Dunlop buyer in Q3 2014 was Kohlberg Kravis Roberts & Co, an estimated $4.41M added.
  • The largest Walker & Dunlop seller in Q3 2014 was Seawolf Capital, an estimated $1.89M sold.

Based on aggregated 13F filings for Q3 2014.