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Walker & Dunlop
WD

168 hedge funds and large institutions have $1.05B invested in Walker & Dunlop in 2017 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 69 increasing their positions, 40 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 12

125% more call options, than puts

Call options by funds: $4.54M | Put options by funds: $2.02M

73% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 40

38% more capital invested

Capital invested by funds: $762M → $1.05B (+$290M)

17% more funds holding

Funds holding: 144 → 168 (+24)

2.48% more ownership

Funds ownership: 79.42% → 81.9% (+2.5%)

Holders
168
Holders Change
+24
Holders Change %
+16.67%
% of All Funds
4.18%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
42
Increased
69
Reduced
40
Closed
12
Calls
$4.54M
Puts
$2.02M
Net Calls
+$2.52M
Net Calls Change
+$1.69M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$154M
2
Victory Capital Management
Victory Capital Management
Texas
+$4.76M
3
TCIM
TIAA CREF Investment Management
New York
+$3.38M
4
Goldman Sachs
Goldman Sachs
New York
+$3.04M
5
EI
EAM Investors
California
+$2.89M

Top Sellers

Rank Fund Capital Flow
1
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$8.5M
2
Citigroup
Citigroup
New York
-$7.69M
3
Deutsche Bank
Deutsche Bank
Germany
-$6.87M
4
NI
Numeric Investors
Massachusetts
-$4.91M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$4.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$8.79M +$276K +7,496 +4%
Nordea Investment Management
27
Nordea Investment Management
Sweden
$8.48M +$1.42M +38,600 +23%
AQR Capital Management
28
AQR Capital Management
Connecticut
$8M -$915K -24,829 -11%
KIM
29
Kestrel Investment Management
California
$7.96M -$162K -4,400 -2%
Morgan Stanley
30
Morgan Stanley
New York
$7.24M +$701K +19,003 +12%
D.E. Shaw & Co
31
D.E. Shaw & Co
New York
$7.21M +$1.18M +31,973 +23%
CEP
32
Chicago Equity Partners
Illinois
$7.19M +$1.52M +41,330 +32%
LSV Asset Management
33
LSV Asset Management
Illinois
$6.88M +$564K +15,300 +10%
AL
34
AJO LP
Pennsylvania
$6.69M -$2.38M -64,644 -29%
Wells Fargo
35
Wells Fargo
California
$6.57M +$2.2M +59,614 +61%
Goldman Sachs
36
Goldman Sachs
New York
$6.17M +$3.04M +82,372 +126%
NFA
37
Nationwide Fund Advisors
Ohio
$6.1M -$801K -21,734 -13%
BCM
38
Bridgeway Capital Management
Texas
$5.78M +$2.26M +61,400 +80%
Charles Schwab
39
Charles Schwab
California
$5.36M +$452K +12,268 +11%
Bank of America
40
Bank of America
North Carolina
$5.19M +$1.46M +39,479 +46%
PI
41
Putnam Investments
Massachusetts
$4.95M -$2.47M -66,900 -36%
ACM
42
Argent Capital Management
Missouri
$4.68M +$175K +4,750 +4%
AllianceBernstein
43
AllianceBernstein
Tennessee
$4.2M +$2.22M +60,230 +149%
Jacobs Levy Equity Management
44
Jacobs Levy Equity Management
New Jersey
$4.2M +$2.58M +69,882 +226%
ACH
45
ArrowMark Colorado Holdings
Colorado
$4.17M – – –
BGIM
46
Brandywine Global Investment Management
Pennsylvania
$4.05M +$35.4K +960 +1%
Comerica Bank
47
Comerica Bank
Texas
$3.56M +$10.7K +289 +0.4%
CONA
48
Capital One National Association
New York
$3.51M +$113K +3,062 +4%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$3.45M -$474K -12,851 -13%
EI
50
EAM Investors
California
$3.27M +$2.89M +78,328 New
1
2
3 4 5

WD Hedge Fund Activity: Q1 2017 in Review

168 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Walker & Dunlop (WD) for Q1 2017, worth a combined $1.05B — up 38% from $762M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new WD positions and 12 closed out — a net gain of 30 holders — while 69 added to existing stakes and 40 trimmed.

The largest buyer was BlackRock, adding an estimated $154M. The largest seller was Alyeska Investment Group, exiting entirely with an estimated $8.5M sold.

  • 168 institutional investors held Walker & Dunlop (WD) as of Q1 2017, up from 144 in Q4 2016.
  • Funds reported $1.05B of Walker & Dunlop stock for Q1 2017, up 38% quarter-over-quarter.
  • 42 funds opened new Walker & Dunlop positions in Q1 2017 and 12 closed out, a net change of +30 holders.
  • The largest Walker & Dunlop buyer in Q1 2017 was BlackRock, an estimated $154M added.
  • The largest Walker & Dunlop seller in Q1 2017 was Alyeska Investment Group, an estimated $8.5M sold.

Based on aggregated 13F filings for Q1 2017.