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Walker & Dunlop
WD

101 hedge funds and large institutions have $428M invested in Walker & Dunlop in 2014 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 37 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 10

54% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 24

30% more capital invested

Capital invested by funds: $328M → $428M (+$99.4M)

23% more funds holding

Funds holding: 82 → 101 (+19)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1.88% less ownership

Funds ownership: 75.81% → 73.93% (-1.9%)

Holders
101
Holders Change
+19
Holders Change %
+23.17%
% of All Funds
2.69%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
30
Increased
37
Reduced
24
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RFC
Russell Frank Company
Washington
+$6.75M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$5.46M
3
NI
Numeric Investors
Massachusetts
+$4.86M
4
SC
Seawolf Capital
New York
+$3.91M
5
Deutsche Bank
Deutsche Bank
Germany
+$3.43M

Top Sellers

1
FIG
Fortress Investment Group
New York
-$36.6M
2
APG Asset Management
APG Asset Management
Netherlands
-$9.32M
3
KKRC
Kohlberg Kravis Roberts & Co
New York
-$7.19M
4
CCM
Castine Capital Management
Massachusetts
-$5.61M
5
Millennium Management
Millennium Management
New York
-$3.97M
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
51
Charles Schwab
California
$863K -$196K -12,358 -20%
TC
52
TFS Capital
Pennsylvania
$825K -$280K -17,591 -27%
Victory Capital Management
53
Victory Capital Management
Texas
$816K +$739K +46,500 New
MERSOM
54
Municipal Employees' Retirement System of Michigan
Michigan
$791K -$22.3K -1,400 -3%
Jacobs Levy Equity Management
55
Jacobs Levy Equity Management
New Jersey
$716K +$648K +40,793 New
NFA
56
Nationwide Fund Advisors
Ohio
$669K +$339K +21,307 +127%
Brown Advisory
57
Brown Advisory
Maryland
$655K +$164K +10,335 +38%
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$602K +$2.32K +146 +0.4%
ARTA
59
A.R.T. Advisors
New York
$581K +$527K +33,140 New
WA
60
Whitebox Advisors
Minnesota
$564K +$511K +32,155 New
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$531K +$231K +14,530 +92%
TA
62
Teachers Advisors
New York
$508K – – –
Swiss National Bank
63
Swiss National Bank
Switzerland
$475K +$25.4K +1,600 +6%
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$444K +$35.8K +2,250 +10%
VRS
65
Virginia Retirement Systems
Virginia
$423K +$383K +24,100 New
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$384K +$110K +6,900 +46%
CIC
67
Cornercap Investment Counsel
Georgia
$382K -$149K -9,365 -30%
CSS
68
Cubist Systematic Strategies
Connecticut
$382K +$346K +21,751 New
GMIM
69
General Motors Investment Management
New York
$328K +$28.2K +1,777 +11%
Invesco
70
Invesco
Georgia
$262K +$12.2K +768 +5%
Connor, Clark & Lunn Investment Management (CC&L)
71
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$258K +$234K +14,700 New
MLICM
72
Metropolitan Life Insurance Company (MetLife)
New York
$244K – – –
UBS AM
73
UBS AM
Illinois
$240K +$36.6K +2,300 +20%
CS
74
Credit Suisse
Switzerland
$236K +$213K +13,389 New
Tudor Investment Corp
75
Tudor Investment Corp
Connecticut
$221K +$10.3K +650 +5%
1 2
3
4 5

WD Hedge Fund Activity: Q4 2014 in Review

101 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Walker & Dunlop (WD) for Q4 2014, worth a combined $428M — up 30% from $328M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new WD positions and 10 closed out — a net gain of 20 holders — while 37 added to existing stakes and 24 trimmed.

The largest buyer was Russell Frank Company, opening a new position worth an estimated $6.75M. The largest seller was Fortress Investment Group, cutting an estimated $36.6M.

  • 101 institutional investors held Walker & Dunlop (WD) as of Q4 2014, up from 82 in Q3 2014.
  • Funds reported $428M of Walker & Dunlop stock for Q4 2014, up 30% quarter-over-quarter.
  • 30 funds opened new Walker & Dunlop positions in Q4 2014 and 10 closed out, a net change of +20 holders.
  • The largest Walker & Dunlop buyer in Q4 2014 was Russell Frank Company, an estimated $6.75M added.
  • The largest Walker & Dunlop seller in Q4 2014 was Fortress Investment Group, an estimated $36.6M sold.

Based on aggregated 13F filings for Q4 2014.