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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
Wellington Management Group
76
Wellington Management Group
Massachusetts
$799K -$1.5M -59,175 -65%
California Public Employees Retirement System
77
California Public Employees Retirement System
California
$738K -$280K -11,000 -27%
NI
78
Numeric Investors
Massachusetts
$654K +$658K +25,900 New
KBC Group
79
KBC Group
Belgium
$627K – – –
CONA
80
Capital One National Association
New York
$608K +$612K +24,077 New
Legal & General Group
81
Legal & General Group
United Kingdom
$563K +$480K +18,902 +544%
First Trust Advisors
82
First Trust Advisors
Illinois
$551K -$742K -29,205 -57%
State of Tennessee, Department of Treasury
83
State of Tennessee, Department of Treasury
Tennessee
$543K – – –
TPSF
84
Texas Permanent School Fund
Texas
$534K +$8.97K +353 +2%
CGH
85
Crossmark Global Holdings
Texas
$524K +$254K +10,010 New
AIG
86
American International Group
New York
$518K +$2.03K +80 +0.4%
T. Rowe Price Associates
87
T. Rowe Price Associates
Maryland
$512K -$76.7K -3,020 -13%
UBS AM
88
UBS AM
Illinois
$498K – – –
Public Sector Pension Investment Board (PSP Investments)
89
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$495K +$28K +1,100 +6%
MLICM
90
Metropolitan Life Insurance Company (MetLife)
New York
$485K – – –
Manulife (Manufacturers Life Insurance)
91
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$470K -$4.63K -182 -1%
State Board of Administration of Florida Retirement System
92
State Board of Administration of Florida Retirement System
Florida
$430K +$99K +3,898 +30%
Ohio Public Employees Retirement System (OPERS)
93
Ohio Public Employees Retirement System (OPERS)
Ohio
$419K -$36.2K -1,425 -8%
AA
94
ALPS Advisors
Colorado
$413K -$15.9K -624 -4%
HI
95
HBK Investments
Texas
$399K +$401K +15,800 New
CAM
96
Capstone Asset Management
Texas
$382K -$508 -20 -0.1%
PP
97
Paloma Partners
Connecticut
$381K -$61K -2,400 -14%
BA
98
BlackRock Advisors
Delaware
$367K +$29.8K +1,174 +9%
ASRS
99
Arizona State Retirement System
Arizona
$363K +$7.62K +300 +2%
Thrivent Financial for Lutherans
100
Thrivent Financial for Lutherans
Minnesota
$359K +$28.7K +1,130 +9%
2 3
4
5 6

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.