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Walker & Dunlop
WD

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: 90 → 82 (-8)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-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
–

Top Buyers

1
KKRC
Kohlberg Kravis Roberts & Co
New York
+$4.41M
2
Millennium Management
Millennium Management
New York
+$3.71M
3
RA
Royce & Associates
New York
+$773K
4
TC
TFS Capital
Pennsylvania
+$734K
5
TC
Talkot Capital
California
+$710K

Top Sellers

1
SC
Seawolf Capital
New York
-$1.89M
2
Norges Bank
Norges Bank
Norway
-$1.72M
3
CCM
Castine Capital Management
Massachusetts
-$1.19M
4
MAM
Martingale Asset Management
Massachusetts
-$1.18M
5
Deutsche Bank
Deutsche Bank
Germany
-$1.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
76
BlackRock
New York
$8K – – –
Ameriprise
77
Ameriprise
Minnesota
$6K +$2.18K +157 +69%
NCM
78
Nelson Capital Management
California
$5K – – –
GSC
79
Ground Swell Capital
South Carolina
$5K +$3.29K +237 +166%
MA
80
MUFG Americas
New York
$4K +$4.3K +310 New
Envestnet Asset Management
81
Envestnet Asset Management
Illinois
$1K -$2.01K -145 -63%
Manulife (Manufacturers Life Insurance)
82
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$170 -$6.31K -455 -3%
SC
83
Seawolf Capital
New York
– -$1.89M -133,974 Closed
MAM
84
Martingale Asset Management
Massachusetts
– -$1.18M -83,787 Closed
Goldman Sachs
85
Goldman Sachs
New York
– -$497K -35,191 Closed
Two Sigma Investments
86
Two Sigma Investments
New York
– -$324K -22,976 Closed
California Public Employees Retirement System
87
California Public Employees Retirement System
California
– -$323K -22,882 Closed
IMS
88
Index Management Solutions
Pennsylvania
– -$261K -18,475 Closed
SIM
89
Spark Investment Management
New York
– -$246K -17,500 Closed
DC
90
Deere & Company
Illinois
– -$243K -17,222 Closed
Stifel Financial
91
Stifel Financial
Missouri
– -$212K -15,000 Closed
SCM
92
Stevens Capital Management
Pennsylvania
– -$154K -10,942 Closed
ZIM
93
ZPR Investment Management
Florida
– -$149K -10,541 Closed
JMPWA
94
JP Morgan Private Wealth Advisors
California
– -$141K -10,000 Closed
BGIM
95
Brandywine Global Investment Management
Pennsylvania
– -$82K -5,800 Closed
Axa
96
Axa
France
– -$71K -5,000 Closed
VFA
97
Virtus Fund Advisers
Connecticut
– -$22K -1,580 Closed
ACS
98
Archford Capital Strategies
Illinois
– -$7.92K -561 Closed
1 2 3
4

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.