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Walker & Dunlop
WD

144 hedge funds and large institutions have $588M invested in Walker & Dunlop in 2016 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 56 increasing their positions, 52 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $557M → $588M (+$30.3M)

8% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 52

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.88% less ownership

Funds ownership: 77.89% → 76.01% (-1.9%)

9% less funds holding

Funds holding: 159 → 144 (-15)

50% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 28

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.31M

Holders
144
Holders Change
-15
Holders Change %
-9.43%
% of All Funds
3.84%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
56
Reduced
52
Closed
28
Calls
–
Puts
$1.31M
Net Calls
-$1.31M
Net Calls Change
-$642K

Top Buyers

Rank Fund Capital Flow
1
BFA
BlackRock Fund Advisors
California
+$4.77M
2
Millennium Management
Millennium Management
New York
+$4.11M
3
CEP
Chicago Equity Partners
Illinois
+$3.23M
4
Boston Partners
Boston Partners
Massachusetts
+$2.83M
5
BCM
Bridgeway Capital Management
Texas
+$1.96M

Top Sellers

Rank Fund Capital Flow
1
EA
Emerald Advisers
Pennsylvania
-$8.73M
2
RCM
Riverhead Capital Management
Delaware
-$4.61M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$4.29M
4
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$3.48M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$3.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
BGIM
51
Brandywine Global Investment Management
Pennsylvania
$2.24M -$35.6K -1,400 -2%
Wells Fargo
52
Wells Fargo
California
$2.22M -$508K -19,995 -19%
TA
53
Teachers Advisors
New York
$2.01M -$28.7K -1,131 -1%
GC
54
Guggenheim Capital
Illinois
$1.95M -$266K -10,467 -12%
BCM
55
Bridgeway Capital Management
Texas
$1.95M +$1.96M +77,150 New
Comerica Bank
56
Comerica Bank
Texas
$1.83M +$17.8K +700 +1%
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$1.78M -$557K -21,913 -24%
CS
58
Credit Suisse
Switzerland
$1.73M +$976K +38,413 +129%
New York State Teachers Retirement System (NYSTRS)
59
New York State Teachers Retirement System (NYSTRS)
New York
$1.55M -$5.08K -200 -0.3%
Renaissance Technologies
60
Renaissance Technologies
New York
$1.48M +$1.48M +58,400 New
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$1.47M +$15.2K +600 +1%
Allianz Asset Management
62
Allianz Asset Management
Germany
$1.39M -$1.57M -61,601 -53%
LS
63
Livforsakringsbolaget Skandia
Sweden
$1.31M -$135K -5,300 -18%
PPA
64
Parametric Portfolio Associates
Washington
$1.28M -$336K -13,220 -21%
New York State Common Retirement Fund
65
New York State Common Retirement Fund
New York
$1.22M -$919K -36,174 -43%
OAM
66
Oxford Asset Management
United Kingdom
$1.18M -$97.5K -3,837 -8%
Swiss National Bank
67
Swiss National Bank
Switzerland
$1.18M -$43.2K -1,700 -4%
BG
68
BlackRock Group
United Kingdom
$1.16M +$35.7K +1,405 +3%
VRS
69
Virginia Retirement Systems
Virginia
$1.08M – – –
RhumbLine Advisers
70
RhumbLine Advisers
Massachusetts
$1.03M +$55.1K +2,170 +6%
AllianceBernstein
71
AllianceBernstein
Tennessee
$1.02M -$33K -1,300 -3%
Lazard Asset Management
72
Lazard Asset Management
New York
$973K +$980K +38,553 New
Canada Life
73
Canada Life
Manitoba, Canada
$927K +$41.1K +1,618 +5%
Victory Capital Management
74
Victory Capital Management
Texas
$919K – – –
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$917K +$75.7K +2,981 +9%
1 2
3
4 5

WD Hedge Fund Activity: Q3 2016 in Review

144 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Walker & Dunlop (WD) for Q3 2016, worth a combined $588M — up 5.4% from $557M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of WD and 14 opened new positions — a net loss of 14 holders — while 52 trimmed existing stakes and 56 added.

The largest buyer was BlackRock Fund Advisors, adding an estimated $4.77M. The largest seller was Emerald Advisers, cutting an estimated $8.73M.

  • 144 institutional investors held Walker & Dunlop (WD) as of Q3 2016, down from 159 in Q2 2016.
  • Funds reported $588M of Walker & Dunlop stock for Q3 2016, up 5.4% quarter-over-quarter.
  • 14 funds opened new Walker & Dunlop positions in Q3 2016 and 28 closed out, a net change of -14 holders.
  • The largest Walker & Dunlop buyer in Q3 2016 was BlackRock Fund Advisors, an estimated $4.77M added.
  • The largest Walker & Dunlop seller in Q3 2016 was Emerald Advisers, an estimated $8.73M sold.

Based on aggregated 13F filings for Q3 2016.