We are live on ! Find out more
WD icon

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
IMS
76
Index Management Solutions
Pennsylvania
$88K +$84.6K +5,397 New
BG
77
BlackRock Group
United Kingdom
$70K
Citigroup
78
Citigroup
New York
$66K -$127K -8,123 -67%
Barclays
79
Barclays
United Kingdom
$64K -$334K -21,328 -84%
PCM
80
Prelude Capital Management
New York
$49K
PG
81
PEAK6 Group
Illinois
$41K -$45.7K -2,913 -54%
GXMC
82
Global X Management Company
New York
$23K +$21.9K +1,398 New
U
83
UBS
Switzerland
$15K -$162K -10,326 -92%
Teacher Retirement System of Texas
84
Teacher Retirement System of Texas
Texas
$13K -$110 -7 -0.9%
BlackRock
85
BlackRock
New York
$10K
Creative Planning
86
Creative Planning
Kansas
$7K +$6.27K +400 New
ACS
87
Archford Capital Strategies
Illinois
$6.61K +$6.33K +404 New
NCM
88
Nelson Capital Management
California
$6K +$5.54K +353 New
Ameriprise
89
Ameriprise
Minnesota
$4K
Manulife (Manufacturers Life Insurance)
90
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$221 -$2.93K -187 -1%
MPAM
91
Monarch Partners Asset Management
Massachusetts
-$976K -60,331 Closed
MC
92
Menta Capital
California
-$382K -23,600 Closed
Citadel Advisors
93
Citadel Advisors
Florida
-$54K -3,336 Closed
FA
94
Financial Advantage
Maryland
-$8K -500 Closed
BNP Paribas Financial Markets
95
BNP Paribas Financial Markets
France
-$3.43K -212 Closed
FHA
96
First Horizon Advisors
Tennessee
+$753 +48 New

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.