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Walker & Dunlop

91 hedge funds and large institutions have $402M invested in Walker & Dunlop in 2014 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 21 increasing their positions, 30 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

380% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 5

46% more call options, than puts

Call options by funds: $291K | Put options by funds: $200K

25% more funds holding

Funds holding: 7391 (+18)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

7.34% less ownership

Funds ownership: 77.45%70.11% (-7.3%)

8% less capital invested

Capital invested by funds: $437M → $402M (-$34.4M)

30% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 30

Holders
91
Holders Change
+18
Holders Change %
+24.66%
% of All Funds
2.63%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
24
Increased
21
Reduced
30
Closed
5
Calls
$291K
Puts
$200K
Net Calls
+$91K
Net Calls Change
+$203K
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
51
Goldman Sachs
New York
$338K +$324K +20,665 New
American Century Companies
52
American Century Companies
Missouri
$304K +$291K +18,563 New
Nomura Holdings
53
Nomura Holdings
Japan
$300K +$288K +18,391 New
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$276K +$19.2K +1,222 +8%
ProShare Advisors
55
ProShare Advisors
Maryland
$272K +$261K +16,664 New
RFC
56
Russell Frank Company
Washington
$267K +$256K +16,325 New
SCA
57
Secor Capital Advisors
New York
$262K +$251K +16,005 New
NFA
58
Nationwide Fund Advisors
Ohio
$250K -$3.4K -217 -1%
GMIM
59
General Motors Investment Management
New York
$247K -$22.3K -1,420 -9%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$245K
ACI
61
AMP Capital Investors
Australia
$235K +$229K +14,629 New
MLICM
62
Metropolitan Life Insurance Company (MetLife)
New York
$227K
BA
63
BlackRock Advisors
Delaware
$224K +$10.9K +698 +5%
Invesco
64
Invesco
Georgia
$221K +$111K +7,082 +110%
JMPWA
65
JP Morgan Private Wealth Advisors
California
$196K +$30.3K +1,930 +19%
PP
66
PDT Partners
New York
$192K +$184K +11,746 New
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$187K +$179K +11,430 New
AQR Capital Management
68
AQR Capital Management
Connecticut
$186K
UBS AM
69
UBS AM
Illinois
$186K
AIG
70
American International Group
New York
$183K +$4.22K +269 +2%
Bank of America
71
Bank of America
North Carolina
$178K -$46.1K -2,938 -21%
CS
72
Credit Suisse
Switzerland
$173K -$46.8M -2,985,413 -100%
AC
73
Avenir Corporation
Virginia
$167K
KCM
74
Kornitzer Capital Management
Kansas
$163K
AllianceBernstein
75
AllianceBernstein
Tennessee
$118K -$94.1K -6,000 -45%

WD Hedge Fund Activity: Q1 2014 in Review

91 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Walker & Dunlop (WD) for Q1 2014, worth a combined $402M — down 7.9% from $437M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new WD positions and 5 closed out — a net gain of 19 holders — while 21 added to existing stakes and 30 trimmed.

The largest buyer was APG Asset Management, opening a new position worth an estimated $11.4M. The largest seller was Credit Suisse, cutting an estimated $46.8M.

  • 91 institutional investors held Walker & Dunlop (WD) as of Q1 2014, up from 73 in Q4 2013.
  • Funds reported $402M of Walker & Dunlop stock for Q1 2014, down 7.9% quarter-over-quarter.
  • 24 funds opened new Walker & Dunlop positions in Q1 2014 and 5 closed out, a net change of +19 holders.
  • The largest Walker & Dunlop buyer in Q1 2014 was APG Asset Management, an estimated $11.4M added.
  • The largest Walker & Dunlop seller in Q1 2014 was Credit Suisse, an estimated $46.8M sold.

Based on aggregated 13F filings for Q1 2014.