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Walker & Dunlop
WD

159 hedge funds and large institutions have $557M invested in Walker & Dunlop in 2016 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 65 increasing their positions, 44 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 44

20% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 25

3% more funds holding

Funds holding: 155 → 159 (+4)

0.55% more ownership

Funds ownership: 77.35% → 77.89% (+0.55%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less capital invested

Capital invested by funds: $576M → $557M (-$18.2M)

82% less call options, than puts

Call options by funds: $143K | Put options by funds: $809K

Holders
159
Holders Change
+4
Holders Change %
+2.58%
% of All Funds
4.24%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
30
Increased
65
Reduced
44
Closed
25
Calls
$143K
Puts
$809K
Net Calls
-$666K
Net Calls Change
-$335K

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$10.3M
2
KIM
Kestrel Investment Management
California
+$5.05M
3
RCM
Riverhead Capital Management
Delaware
+$4.12M
4
Citigroup
Citigroup
New York
+$3.48M
5
Goldman Sachs
Goldman Sachs
New York
+$2.88M

Top Sellers

Rank Fund Capital Flow
1
NI
Numeric Investors
Massachusetts
-$10.1M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$9.24M
3
TC
Talkot Capital
California
-$4.68M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$3.76M
5
Ameriprise
Ameriprise
Minnesota
-$2.97M
Name Holding Trade Value Shares
Change 		Change in
Stake
KIM
26
Kestrel Investment Management
California
$4.91M +$5.05M +215,725 New
AL
27
AJO LP
Pennsylvania
$4.91M +$1.83M +78,249 +57%
RA
28
Royce & Associates
New York
$4.84M +$317K +13,560 +7%
PI
29
Putnam Investments
Massachusetts
$4.52M +$795K +34,000 +21%
NAP
30
New Amsterdam Partners
New York
$4.42M -$46K -1,967 -1%
Principal Financial Group
31
Principal Financial Group
Iowa
$4.35M +$95.3K +4,076 +2%
TCIM
32
TIAA CREF Investment Management
New York
$4.26M +$1.66M +70,849 +61%
AQR Capital Management
33
AQR Capital Management
Connecticut
$4.22M +$109K +4,668 +3%
Citigroup
34
Citigroup
New York
$4.03M +$3.48M +148,713 +525%
SCA
35
Secor Capital Advisors
New York
$2.99M +$2.68M +114,738 +690%
BIM
36
BlackRock Investment Management
Delaware
$2.98M +$452K +19,318 +17%
Fisher Asset Management
37
Fisher Asset Management
Washington
$2.95M -$376K -16,067 -11%
NFA
38
Nationwide Fund Advisors
Ohio
$2.92M +$129K +5,522 +5%
SAMC
39
Shinko Asset Management Company
Japan
$2.87M -$373K -15,964 -11%
Goldman Sachs
40
Goldman Sachs
New York
$2.81M +$2.88M +123,294 New
Morgan Stanley
41
Morgan Stanley
New York
$2.67M -$675K -28,850 -20%
Allianz Asset Management
42
Allianz Asset Management
Germany
$2.66M -$131K -5,580 -5%
D.E. Shaw & Co
43
D.E. Shaw & Co
New York
$2.56M -$1.88M -80,558 -42%
LSV Asset Management
44
LSV Asset Management
Illinois
$2.52M -$101K -4,300 -4%
Wells Fargo
45
Wells Fargo
California
$2.45M +$402K +17,197 +19%
QI
46
QS Investors
New York
$2.44M +$1.58M +67,638 +171%
Charles Schwab
47
Charles Schwab
California
$2.4M +$46.9K +2,004 +2%
ACH
48
ArrowMark Colorado Holdings
Colorado
$2.28M – – –
CAM
49
ClariVest Asset Management
California
$2.14M +$18.7K +800 +0.9%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$2.1M -$414K -17,701 -16%
1
2
3 4 5

WD Hedge Fund Activity: Q2 2016 in Review

159 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Walker & Dunlop (WD) for Q2 2016, worth a combined $557M — down 3.2% from $576M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new WD positions and 25 closed out — a net gain of 5 holders — while 65 added to existing stakes and 44 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $10.3M. The largest seller was Numeric Investors, exiting entirely with an estimated $10.1M sold.

  • 159 institutional investors held Walker & Dunlop (WD) as of Q2 2016, up from 155 in Q1 2016.
  • Funds reported $557M of Walker & Dunlop stock for Q2 2016, down 3.2% quarter-over-quarter.
  • 30 funds opened new Walker & Dunlop positions in Q2 2016 and 25 closed out, a net change of +5 holders.
  • The largest Walker & Dunlop buyer in Q2 2016 was Citadel Advisors, an estimated $10.3M added.
  • The largest Walker & Dunlop seller in Q2 2016 was Numeric Investors, an estimated $10.1M sold.

Based on aggregated 13F filings for Q2 2016.