Walker & Dunlop
73 hedge funds and large institutions have $437M invested in Walker & Dunlop in 2013 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 26 reducing their positions, and 18 closing their positions.
8% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 26
3% less capital invested
Capital invested by funds: $451M → $437M (-$14.2M)
3.74% less ownership
Funds ownership: 81.19% → 77.45% (-3.7%)
12% less funds holding
Funds holding: 83 → 73 (-10)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
32% less call options, than puts
Call options by funds: $243K | Put options by funds: $355K
50% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$8.84M |
| 2 |
WI
WHV Investments
San Francisco,
California
|
+$5.86M |
| 3 |
RA
Royce & Associates
New York
|
+$4.77M |
| 4 |
CCM
Castine Capital Management
Boston,
Massachusetts
|
+$4.7M |
| 5 |
TC
Talkot Capital
Sausalito,
California
|
+$3.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
-$10.2M |
| 2 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$8.04M |
| 3 |
EBIM
Eagle Boston Investment Management
Boston,
Massachusetts
|
-$6.22M |
| 4 |
EA
Emerald Advisers
Leola,
Pennsylvania
|
-$5.98M |
| 5 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
-$4.11M |
WD Hedge Fund Activity: Q4 2013 in Review
73 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Walker & Dunlop (WD) for Q4 2013, worth a combined $437M — down 3.1% from $451M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of WD and 9 opened new positions — a net loss of 9 holders — while 26 trimmed existing stakes and 28 added.
The largest buyer was Deutsche Bank, adding an estimated $8.84M. The largest seller was Eagle Asset Management, exiting entirely with an estimated $10.2M sold.
- 73 institutional investors held Walker & Dunlop (WD) as of Q4 2013, down from 83 in Q3 2013.
- Funds reported $437M of Walker & Dunlop stock for Q4 2013, down 3.1% quarter-over-quarter.
- 9 funds opened new Walker & Dunlop positions in Q4 2013 and 18 closed out, a net change of -9 holders.
- The largest Walker & Dunlop buyer in Q4 2013 was Deutsche Bank, an estimated $8.84M added.
- The largest Walker & Dunlop seller in Q4 2013 was Eagle Asset Management, an estimated $10.2M sold.
Based on aggregated 13F filings for Q4 2013.