We are live on ! Find out more
WD icon

Walker & Dunlop

222 hedge funds and large institutions have $1.58B invested in Walker & Dunlop in 2019 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 70 increasing their positions, 65 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 22

82% more call options, than puts

Call options by funds: $1.69M | Put options by funds: $930K

15% more capital invested

Capital invested by funds: $1.38B → $1.58B (+$201M)

10% more funds holding

Funds holding: 202222 (+20)

8% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 65

0.84% less ownership

Funds ownership: 80.05%79.21% (-0.84%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
222
Holders Change
+20
Holders Change %
+9.9%
% of All Funds
4.37%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
50
Increased
70
Reduced
65
Closed
22
Calls
$1.69M
Puts
$930K
Net Calls
+$759K
Net Calls Change
+$313K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$11.4M +$3.97M +62,829 +55%
Morgan Stanley
27
Morgan Stanley
New York
$10.7M +$1.75M +27,628 +20%
Man Group
28
Man Group
United Kingdom
$10.6M +$6.97M +110,229 +208%
BCM
29
Bridgeway Capital Management
Texas
$10.5M -$747K -11,800 -7%
MVP
30
Miller Value Partners
Florida
$9.57M
Alyeska Investment Group
31
Alyeska Investment Group
Illinois
$9.43M -$4.7M -74,336 -34%
Connor, Clark & Lunn Investment Management (CC&L)
32
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$9.27M -$892K -14,100 -9%
Deutsche Bank
33
Deutsche Bank
Germany
$8.94M +$757K +11,958 +9%
Invesco
34
Invesco
Georgia
$8.82M +$1.12M +17,645 +15%
EVM
35
Eaton Vance Management
Massachusetts
$8.76M +$1.65K +26 +0%
AQR Capital Management
36
AQR Capital Management
Connecticut
$7.25M -$159K -2,513 -2%
PPA
37
Parametric Portfolio Associates
Washington
$6.77M -$154K -2,434 -2%
Victory Capital Management
38
Victory Capital Management
Texas
$6.7M +$462K +7,303 +8%
AllianceBernstein
39
AllianceBernstein
Tennessee
$6.51M +$12.7K +200 +0.2%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$6.31M +$339K +5,352 +6%
BGIM
41
Brandywine Global Investment Management
Pennsylvania
$6.2M -$321K -5,071 -5%
ACH
42
ArrowMark Colorado Holdings
Colorado
$5.82M
BC
43
Burney Company
Virginia
$5.64M +$244K +3,854 +5%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$5.52M +$336K +5,310 +7%
Allianz Asset Management
45
Allianz Asset Management
Germany
$5.51M +$4.89M +77,342 +986%
Legal & General Group
46
Legal & General Group
United Kingdom
$5.29M +$282K +4,460 +6%
Public Sector Pension Investment Board (PSP Investments)
47
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.84M +$164K +2,600 +4%
CCMG
48
Clark Capital Management Group
Pennsylvania
$4.44M -$334K -5,279 -7%
OAM
49
Oxford Asset Management
United Kingdom
$4.32M +$2.1M +33,237 +99%
ACM
50
Argent Capital Management
Missouri
$3.9M

WD Hedge Fund Activity: Q4 2019 in Review

222 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Walker & Dunlop (WD) for Q4 2019, worth a combined $1.58B — up 15% from $1.38B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new WD positions and 22 closed out — a net gain of 28 holders — while 70 added to existing stakes and 65 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $10M. The largest seller was BlackRock, cutting an estimated $25.4M.

  • 222 institutional investors held Walker & Dunlop (WD) as of Q4 2019, up from 202 in Q3 2019.
  • Funds reported $1.58B of Walker & Dunlop stock for Q4 2019, up 15% quarter-over-quarter.
  • 50 funds opened new Walker & Dunlop positions in Q4 2019 and 22 closed out, a net change of +28 holders.
  • The largest Walker & Dunlop buyer in Q4 2019 was Goldman Sachs, an estimated $10M added.
  • The largest Walker & Dunlop seller in Q4 2019 was BlackRock, an estimated $25.4M sold.

Based on aggregated 13F filings for Q4 2019.