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Walker & Dunlop

212 hedge funds and large institutions have $1.44B invested in Walker & Dunlop in 2018 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 81 increasing their positions, 70 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 70

11% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 27

0.9% more ownership

Funds ownership: 82.69%83.59% (+0.9%)

0% more funds holding

Funds holding: 211212 (+1)

5% less capital invested

Capital invested by funds: $1.52B → $1.44B (-$76.2M)

42% less call options, than puts

Call options by funds: $1.42M | Put options by funds: $2.44M

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
212
Holders Change
+1
Holders Change %
+0.47%
% of All Funds
4.85%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
30
Increased
81
Reduced
70
Closed
27
Calls
$1.42M
Puts
$2.44M
Net Calls
-$1.02M
Net Calls Change
-$1.27M
Name Holding Trade Value Shares
Change
Change in
Stake
Connor, Clark & Lunn Investment Management (CC&L)
26
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$13M +$292K +5,068 +2%
AQR Capital Management
27
AQR Capital Management
Connecticut
$12.3M -$2.35M -40,777 -16%
KCM
28
Kennedy Capital Management
Missouri
$12.3M -$2.81M -48,779 -18%
NAP
29
New Amsterdam Partners
New York
$11.6M -$1.72M -29,882 -13%
LSV Asset Management
30
LSV Asset Management
Illinois
$11.1M +$738K +12,800 +7%
MVP
31
Miller Value Partners
Florida
$11.1M
Wells Fargo
32
Wells Fargo
California
$9.39M +$276K +4,795 +3%
KIM
33
Kestrel Investment Management
California
$8.99M -$288K -5,000 -3%
Charles Schwab
34
Charles Schwab
California
$8.76M +$1.14M +19,710 +14%
Janus Henderson Group
35
Janus Henderson Group
United Kingdom
$7.99M -$9.22K -160 -0.1%
Allianz Asset Management
36
Allianz Asset Management
Germany
$7.76M -$1.56M -27,016 -16%
AllianceBernstein
37
AllianceBernstein
Tennessee
$7.63M +$632K +10,970 +9%
CAM
38
ClariVest Asset Management
California
$7.32M -$2.3M -39,900 -23%
Axa
39
Axa
France
$7.01M -$404K -7,000 -5%
BC
40
Burney Company
Virginia
$6.5M +$6.45M +111,846 +2,217%
D.E. Shaw & Co
41
D.E. Shaw & Co
New York
$6.25M +$377K +6,537 +6%
JIM
42
Jupiter Investment Management
United Kingdom
$5.75M +$3.76M +65,225 +171%
Nordea Investment Management
43
Nordea Investment Management
Sweden
$5.42M -$2.06M -35,700 -27%
RA
44
Royce & Associates
New York
$5.31M -$3.1M -53,769 -36%
BGIM
45
Brandywine Global Investment Management
Pennsylvania
$5.21M -$335K -5,817 -6%
Morgan Stanley
46
Morgan Stanley
New York
$5.03M -$60.8K -1,054 -1%
PPA
47
Parametric Portfolio Associates
Washington
$4.86M -$238K -4,125 -5%
PFC
48
Phocas Financial Corp
California
$4.84M +$1.56M +26,977 +45%
Rafferty Asset Management
49
Rafferty Asset Management
New York
$4.72M -$1.92M -33,358 -28%
USAA
50
United Services Automobile Association
Texas
$4.5M +$808K +14,017 +21%

WD Hedge Fund Activity: Q2 2018 in Review

212 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Walker & Dunlop (WD) for Q2 2018, worth a combined $1.44B — down 5% from $1.52B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new WD positions and 27 closed out — a net gain of 3 holders — while 81 added to existing stakes and 70 trimmed.

The largest buyer was Alyeska Investment Group, adding an estimated $13.9M. The largest seller was Victory Capital Management, cutting an estimated $12.6M.

  • 212 institutional investors held Walker & Dunlop (WD) as of Q2 2018, up from 211 in Q1 2018.
  • Funds reported $1.44B of Walker & Dunlop stock for Q2 2018, down 5% quarter-over-quarter.
  • 30 funds opened new Walker & Dunlop positions in Q2 2018 and 27 closed out, a net change of +3 holders.
  • The largest Walker & Dunlop buyer in Q2 2018 was Alyeska Investment Group, an estimated $13.9M added.
  • The largest Walker & Dunlop seller in Q2 2018 was Victory Capital Management, an estimated $12.6M sold.

Based on aggregated 13F filings for Q2 2018.