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Walker & Dunlop
WD

211 hedge funds and large institutions have $1.52B invested in Walker & Dunlop in 2018 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 69 increasing their positions, 65 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

88% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 26

27% more capital invested

Capital invested by funds: $1.19B → $1.52B (+$326M)

17% more call options, than puts

Call options by funds: $1.81M | Put options by funds: $1.55M

10% more funds holding

Funds holding: 191 → 211 (+20)

1.93% more ownership

Funds ownership: 80.76% → 82.69% (+1.9%)

6% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 65

Holders
211
Holders Change
+20
Holders Change %
+10.47%
% of All Funds
4.84%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
49
Increased
69
Reduced
65
Closed
26
Calls
$1.81M
Puts
$1.55M
Net Calls
+$256K
Net Calls Change
+$322K

Top Buyers

Rank Fund Capital Flow
1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$7.13M
2
Ameriprise
Ameriprise
Minnesota
+$6.98M
3
Axa
Axa
France
+$6.59M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$5.8M
5
Goldman Sachs
Goldman Sachs
New York
+$5.09M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$9.64M
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$5.69M
3
Fisher Asset Management
Fisher Asset Management
Washington
-$5.61M
4
MCM
Matarin Capital Management
New York
-$4.9M
5
SCA
Secor Capital Advisors
New York
-$4.89M
Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
76
Martingale Asset Management
Massachusetts
$2.17M +$1.81M +36,527 New
IA
77
IndexIQ Advisors
New York
$2.12M +$90.7K +1,828 +5%
Canada Life
78
Canada Life
Manitoba, Canada
$2.08M -$178K -3,589 -9%
CS
79
Credit Suisse
Switzerland
$2.08M +$446K +9,000 +35%
LCS
80
Levin Capital Strategies
New York
$2.08M – – –
SGAM
81
Smith Group Asset Management
Texas
$2.04M +$1.13M +22,750 +196%
GC
82
Globeflex Capital
California
$2.03M +$1.45M +29,230 +593%
SCM
83
Sterling Capital Management
North Carolina
$1.93M -$2.68K -54 -0.2%
VRS
84
Virginia Retirement Systems
Virginia
$1.91M -$511K -10,300 -24%
3C
85
361 Capital
Colorado
$1.77M +$1.48M +29,766 New
First Trust Advisors
86
First Trust Advisors
Illinois
$1.72M -$1.28M -25,745 -47%
BIM
87
Bogle Investment Management
Massachusetts
$1.71M +$1.43M +28,759 New
SAM
88
Symphony Asset Management
California
$1.67M -$672K -13,541 -32%
WGCA
89
Wolf Group Capital Advisors
Virginia
$1.66M +$1.39M +27,991 New
LS
90
Livforsakringsbolaget Skandia
Sweden
$1.65M – – –
VCA
91
Verdence Capital Advisors
Maryland
$1.55M +$1.29M +26,066 New
SFM
92
Systematic Financial Management
New Jersey
$1.52M +$1.27M +25,530 New
CIBC World Market
93
CIBC World Market
Ontario, Canada
$1.47M +$1.23M +24,808 New
UBS AM
94
UBS AM
Illinois
$1.46M +$440K +8,869 +57%
SAM
95
Shell Asset Management
Netherlands
$1.43M – – –
OSAM
96
O'Shaughnessy Asset Management
Connecticut
$1.4M -$131K -2,633 -10%
EMG
97
Ellington Management Group
Connecticut
$1.37M +$1.14M +23,000 New
Bank of America
98
Bank of America
North Carolina
$1.29M -$456K -9,189 -30%
WG
99
Winton Group
United Kingdom
$1.28M +$1.07M +21,599 New
AIM
100
Assured Investment Management
New York
$1.24M +$1.04M +20,933 New
2 3
4
5 6

WD Hedge Fund Activity: Q1 2018 in Review

211 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Walker & Dunlop (WD) for Q1 2018, worth a combined $1.52B — up 27% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new WD positions and 26 closed out — a net gain of 23 holders — while 69 added to existing stakes and 65 trimmed.

The largest buyer was Janus Henderson Group, opening a new position worth an estimated $7.13M. The largest seller was JP Morgan Chase, cutting an estimated $9.64M.

  • 211 institutional investors held Walker & Dunlop (WD) as of Q1 2018, up from 191 in Q4 2017.
  • Funds reported $1.52B of Walker & Dunlop stock for Q1 2018, up 27% quarter-over-quarter.
  • 49 funds opened new Walker & Dunlop positions in Q1 2018 and 26 closed out, a net change of +23 holders.
  • The largest Walker & Dunlop buyer in Q1 2018 was Janus Henderson Group, an estimated $7.13M added.
  • The largest Walker & Dunlop seller in Q1 2018 was JP Morgan Chase, an estimated $9.64M sold.

Based on aggregated 13F filings for Q1 2018.