Walker & Dunlop
155 hedge funds and large institutions have $576M invested in Walker & Dunlop in 2016 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 65 increasing their positions, 51 reducing their positions, and 28 closing their positions.
27% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 51
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.15% less ownership
Funds ownership: 77.5% → 77.35% (-0.15%)
8% less funds holding
Funds holding: 168 → 155 (-13)
16% less capital invested
Capital invested by funds: $682M → $576M (-$106M)
41% less call options, than puts
Call options by funds: $485K | Put options by funds: $816K
43% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$8.1M |
| 2 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
+$4.63M |
| 3 |
Bank of New York Mellon
New York
|
+$3.61M |
| 4 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$2.23M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
Talkot Capital
Sausalito,
California
|
-$6.06M |
| 2 |
OAM
Oberweis Asset Management
Lisle,
Illinois
|
-$3.5M |
| 3 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
-$2.55M |
| 4 |
CPIM
Columbia Partners Investment Management
Alexandria,
Virginia
|
-$2.31M |
| 5 |
CIBC World Market
Toronto,
Ontario, Canada
|
-$2.18M |
WD Hedge Fund Activity: Q1 2016 in Review
155 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Walker & Dunlop (WD) for Q1 2016, worth a combined $576M — down 16% from $682M a quarter earlier.
Sellers outnumbered buyers: 28 funds closed out of WD and 16 opened new positions — a net loss of 12 holders — while 51 trimmed existing stakes and 65 added.
The largest buyer was Vanguard Group, adding an estimated $8.1M. The largest seller was Talkot Capital, cutting an estimated $6.06M.
- 155 institutional investors held Walker & Dunlop (WD) as of Q1 2016, down from 168 in Q4 2015.
- Funds reported $576M of Walker & Dunlop stock for Q1 2016, down 16% quarter-over-quarter.
- 16 funds opened new Walker & Dunlop positions in Q1 2016 and 28 closed out, a net change of -12 holders.
- The largest Walker & Dunlop buyer in Q1 2016 was Vanguard Group, an estimated $8.1M added.
- The largest Walker & Dunlop seller in Q1 2016 was Talkot Capital, an estimated $6.06M sold.
Based on aggregated 13F filings for Q1 2016.