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Walker & Dunlop

187 hedge funds and large institutions have $1.05B invested in Walker & Dunlop in 2018 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 67 increasing their positions, 68 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

37% more call options, than puts

Call options by funds: $1.21M | Put options by funds: $880K

1% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 68

2.38% less ownership

Funds ownership: 80.44%78.06% (-2.4%)

9% less funds holding

Funds holding: 206187 (-19)

21% less capital invested

Capital invested by funds: $1.33B → $1.05B (-$279M)

44% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 41

Holders
187
Holders Change
-19
Holders Change %
-9.22%
% of All Funds
4.17%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
23
Increased
67
Reduced
68
Closed
41
Calls
$1.21M
Puts
$880K
Net Calls
+$326K
Net Calls Change
-$2.17M
Name Holding Trade Value Shares
Change
Change in
Stake
D.E. Shaw & Co
26
D.E. Shaw & Co
New York
$7.99M +$1.69M +36,816 +25%
TCIM
27
TIAA CREF Investment Management
New York
$7.81M +$507K +11,032 +7%
LSV Asset Management
28
LSV Asset Management
Illinois
$7.57M
NAP
29
New Amsterdam Partners
New York
$7.52M -$387K -8,428 -5%
Wells Fargo
30
Wells Fargo
California
$7.46M +$779K +16,949 +11%
BCM
31
Bridgeway Capital Management
Texas
$7.45M -$3.72M -80,900 -32%
Goldman Sachs
32
Goldman Sachs
New York
$7.18M -$4.42M -96,086 -37%
American Century Companies
33
American Century Companies
Missouri
$6.95M +$5.96M +129,643 +417%
JP Morgan Chase
34
JP Morgan Chase
New York
$5.88M -$4.17M -90,752 -40%
SC
35
Southside Capital
Florida
$5.87M +$6.23M +135,618 New
Deutsche Bank
36
Deutsche Bank
Germany
$5.48M -$2.52M -54,733 -30%
Morgan Stanley
37
Morgan Stanley
New York
$5.35M -$1.47M -31,979 -21%
AQR Capital Management
38
AQR Capital Management
Connecticut
$5.11M -$3.19M -69,467 -37%
AllianceBernstein
39
AllianceBernstein
Tennessee
$5M -$29.8K -649 -0.6%
Invesco
40
Invesco
Georgia
$4.89M -$6.5M -141,482 -56%
BGIM
41
Brandywine Global Investment Management
Pennsylvania
$4.54M +$139K +3,034 +3%
BC
42
Burney Company
Virginia
$4.18M -$1.39M -30,281 -24%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$4.14M +$467K +10,154 +12%
ACH
44
ArrowMark Colorado Holdings
Colorado
$3.89M
PPA
45
Parametric Portfolio Associates
Washington
$3.75M +$121K +2,638 +3%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$3.63M +$658K +14,316 +21%
CAM
47
ClariVest Asset Management
California
$3.23M -$57.3K -1,246 -2%
Millennium Management
48
Millennium Management
New York
$3.21M +$2.33M +50,596 +213%
USAA
49
United Services Automobile Association
Texas
$3.06M +$142K +3,091 +5%
Legal & General Group
50
Legal & General Group
United Kingdom
$2.89M +$8.73K +190 +0.3%

WD Hedge Fund Activity: Q4 2018 in Review

187 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Walker & Dunlop (WD) for Q4 2018, worth a combined $1.05B — down 21% from $1.33B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of WD and 23 opened new positions — a net loss of 18 holders — while 68 trimmed existing stakes and 67 added.

The largest buyer was Renaissance Technologies, adding an estimated $6.41M. The largest seller was Kestrel Investment Management, exiting entirely with an estimated $7M sold.

  • 187 institutional investors held Walker & Dunlop (WD) as of Q4 2018, down from 206 in Q3 2018.
  • Funds reported $1.05B of Walker & Dunlop stock for Q4 2018, down 21% quarter-over-quarter.
  • 23 funds opened new Walker & Dunlop positions in Q4 2018 and 41 closed out, a net change of -18 holders.
  • The largest Walker & Dunlop buyer in Q4 2018 was Renaissance Technologies, an estimated $6.41M added.
  • The largest Walker & Dunlop seller in Q4 2018 was Kestrel Investment Management, an estimated $7M sold.

Based on aggregated 13F filings for Q4 2018.