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Walker & Dunlop

190 hedge funds and large institutions have $1.18B invested in Walker & Dunlop in 2017 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 68 increasing their positions, 68 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 13

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

13% more funds holding

Funds holding: 168190 (+22)

12% more capital invested

Capital invested by funds: $1.05B → $1.18B (+$125M)

0% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 68

4.79% less ownership

Funds ownership: 81.9%77.11% (-4.8%)

46% less call options, than puts

Call options by funds: $1.58M | Put options by funds: $2.93M

Holders
190
Holders Change
+22
Holders Change %
+13.1%
% of All Funds
4.74%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
35
Increased
68
Reduced
68
Closed
13
Calls
$1.58M
Puts
$2.93M
Net Calls
-$1.34M
Net Calls Change
-$3.86M
Name Holding Trade Value Shares
Change
Change in
Stake
LCS
76
Levin Capital Strategies
New York
$1.71M
GCP
77
GSA Capital Partners
United Kingdom
$1.69M -$900K -19,293 -36%
OSAM
78
O'Shaughnessy Asset Management
Connecticut
$1.65M +$1.22M +26,079 +337%
SCM
79
Sterling Capital Management
North Carolina
$1.59M +$98.8K +2,120 +7%
Ohio Public Employees Retirement System (OPERS)
80
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.47M +$507K +10,866 +56%
LS
81
Livforsakringsbolaget Skandia
Sweden
$1.45M
BPM
82
Bowling Portfolio Management
Ohio
$1.35M +$1.29M +27,659 New
Citigroup
83
Citigroup
New York
$1.33M -$215K -4,615 -14%
Royal Bank of Canada
84
Royal Bank of Canada
Ontario, Canada
$1.3M -$301K -6,460 -19%
State of Tennessee, Department of Treasury
85
State of Tennessee, Department of Treasury
Tennessee
$1.24M
PI
86
Putnam Investments
Massachusetts
$1.24M -$4.36M -93,400 -79%
CCMH
87
Cornerstone Capital Management Holdings
New York
$1.22M -$769K -16,500 -40%
UFF
88
USA Financial Formulas
Michigan
$1.19M +$494K +10,594 +77%
ADEF
89
Adams Diversified Equity Fund
Maryland
$1.16M -$200K -4,300 -15%
Russell Investments Group
90
Russell Investments Group
United Kingdom
$1.13M -$890K -19,086 -45%
Squarepoint
91
Squarepoint
New York
$1.11M +$1.06M +22,833 New
KBC Group
92
KBC Group
Belgium
$1.09M -$1.25M -26,891 -55%
Manulife (Manufacturers Life Insurance)
93
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.04M -$373 -8 -0%
CCA
94
Catalyst Capital Advisors
New York
$1.03M +$984K +21,100 New
AIG
95
American International Group
New York
$1.02M +$181K +3,888 +23%
TPSF
96
Texas Permanent School Fund
Texas
$1M +$21.1K +452 +2%
AIMCA
97
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$991K -$942K -20,200 -50%
T. Rowe Price Associates
98
T. Rowe Price Associates
Maryland
$980K -$133K -2,850 -12%
SO
99
STRS Ohio
Ohio
$961K +$919K +19,700 New
NA
100
Navellier & Associates
Nevada
$937K +$63.3K +1,358 +8%