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Walker & Dunlop

82 hedge funds and large institutions have $328M invested in Walker & Dunlop in 2014 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 27 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 27

0.15% more ownership

Funds ownership: 75.66%75.81% (+0.15%)

6% less capital invested

Capital invested by funds: $348M → $328M (-$19.9M)

9% less funds holding

Funds holding: 9082 (-8)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

47% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 17

Holders
82
Holders Change
-8
Holders Change %
-8.89%
% of All Funds
2.38%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
9
Increased
30
Reduced
27
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
51
Secor Capital Advisors
New York
$216K +$226K +16,270 New
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$209K +$5.13K +370 +2%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$199K
Renaissance Technologies
54
Renaissance Technologies
New York
$195K -$117K -8,400 -36%
Invesco
55
Invesco
Georgia
$188K +$10.6K +767 +6%
MLICM
56
Metropolitan Life Insurance Company (MetLife)
New York
$185K
AIG
57
American International Group
New York
$161K -$125 -9 -0.1%
Tudor Investment Corp
58
Tudor Investment Corp
Connecticut
$159K +$166K +11,940 New
BA
59
BlackRock Advisors
Delaware
$154K -$17.4K -1,255 -10%
UBS AM
60
UBS AM
Illinois
$151K
Bank of America
61
Bank of America
North Carolina
$150K +$42.8K +3,084 +38%
First Trust Advisors
62
First Trust Advisors
Illinois
$138K +$144K +10,357 New
AC
63
Avenir Corporation
Virginia
$136K
KCM
64
Kornitzer Capital Management
Kansas
$133K
Citigroup
65
Citigroup
New York
$97K +$53.7K +3,873 +113%
AllianceBernstein
66
AllianceBernstein
Tennessee
$63K -$5.55K -400 -8%
BG
67
BlackRock Group
United Kingdom
$57K
NFG
68
Next Financial Group
Texas
$46K +$47.6K +3,431 New
Legal & General Group
69
Legal & General Group
United Kingdom
$46K +$48.2K +3,472 New
TRCT
70
Tower Research Capital (TRC)
New York
$45K -$9.73K -701 -17%
PCM
71
Prelude Capital Management
New York
$40K
Barclays
72
Barclays
United Kingdom
$35K +$31.7K +2,284 +487%
BNP Paribas Financial Markets
73
BNP Paribas Financial Markets
France
$16.9K +$17.6K +1,272 New
Creative Planning
74
Creative Planning
Kansas
$12K +$6.94K +500 +125%
Teacher Retirement System of Texas
75
Teacher Retirement System of Texas
Texas
$9K

WD Hedge Fund Activity: Q3 2014 in Review

82 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Walker & Dunlop (WD) for Q3 2014, worth a combined $328M — down 5.7% from $348M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of WD and 9 opened new positions — a net loss of 8 holders — while 27 trimmed existing stakes and 30 added.

The largest buyer was Kohlberg Kravis Roberts & Co, adding an estimated $4.41M. The largest seller was Seawolf Capital, exiting entirely with an estimated $1.89M sold.

  • 82 institutional investors held Walker & Dunlop (WD) as of Q3 2014, down from 90 in Q2 2014.
  • Funds reported $328M of Walker & Dunlop stock for Q3 2014, down 5.7% quarter-over-quarter.
  • 9 funds opened new Walker & Dunlop positions in Q3 2014 and 17 closed out, a net change of -8 holders.
  • The largest Walker & Dunlop buyer in Q3 2014 was Kohlberg Kravis Roberts & Co, an estimated $4.41M added.
  • The largest Walker & Dunlop seller in Q3 2014 was Seawolf Capital, an estimated $1.89M sold.

Based on aggregated 13F filings for Q3 2014.