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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
RCM
76
Rotella Capital Management
Washington
$212K +$192K +12,100 New
BG
77
BlackRock Group
United Kingdom
$205K +$118K +7,408 +173%
AIG
78
American International Group
New York
$204K -$7.33K -461 -4%
BA
79
BlackRock Advisors
Delaware
$200K -$3.16K -199 -2%
LSV Asset Management
80
LSV Asset Management
Illinois
$198K +$180K +11,300 New
Bank of America
81
Bank of America
North Carolina
$186K -$11.1K -701 -6%
First Trust Advisors
82
First Trust Advisors
Illinois
$186K +$4.37K +275 +3%
PP
83
PDT Partners
New York
$184K +$167K +10,514 New
AC
84
Avenir Corporation
Virginia
$179K – – –
KCM
85
Kornitzer Capital Management
Kansas
$175K – – –
SIM
86
Strategic Investment Management
Virginia
$175K +$159K +10,000 New
Citigroup
87
Citigroup
New York
$144K +$15.2K +956 +13%
Barclays
88
Barclays
United Kingdom
$118K +$66.8K +4,201 +153%
AllianceBernstein
89
AllianceBernstein
Tennessee
$83K – – –
PCM
90
Prelude Capital Management
New York
$68K +$13.9K +876 +29%
Legal & General Group
91
Legal & General Group
United Kingdom
$61K – – –
UBS Group
92
UBS Group
Switzerland
$39K +$35.3K +2,220 New
CFA
93
Carroll Financial Associates
North Carolina
$35K +$31.8K +2,000 New
Teacher Retirement System of Texas
94
Teacher Retirement System of Texas
Texas
$11K -$747 -47 -7%
BlackRock
95
BlackRock
New York
$11K – – –
MA
96
MUFG Americas
New York
$9K +$2.86K +180 +58%
Creative Planning
97
Creative Planning
Kansas
$7K -$7.95K -500 -56%
NCM
98
Nelson Capital Management
California
$6K – – –
DA
99
Denali Advisors
California
$2K +$2.18K +137 New
Envestnet Asset Management
100
Envestnet Asset Management
Illinois
$1K – – –
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.