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Walker & Dunlop
WD

206 hedge funds and large institutions have $1.33B invested in Walker & Dunlop in 2018 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 83 increasing their positions, 70 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more call options, than puts

Call options by funds: $4.3M | Put options by funds: $1.81M

19% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 70

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less funds holding

Funds holding: 212 → 206 (-6)

3.15% less ownership

Funds ownership: 83.59% → 80.44% (-3.2%)

8% less capital invested

Capital invested by funds: $1.44B → $1.33B (-$114M)

14% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 28

Holders
206
Holders Change
-6
Holders Change %
-2.83%
% of All Funds
4.71%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
24
Increased
83
Reduced
70
Closed
28
Calls
$4.3M
Puts
$1.81M
Net Calls
+$2.49M
Net Calls Change
+$3.51M

Top Buyers

1
BlackRock
BlackRock
New York
+$11M
2
RA
Royce & Associates
New York
+$8.85M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$5.39M
4
Federated Hermes
Federated Hermes
Pennsylvania
+$5.33M
5
Renaissance Technologies
Renaissance Technologies
New York
+$5.06M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$23.6M
2
JP Morgan Chase
JP Morgan Chase
New York
-$16.3M
3
Deutsche Bank
Deutsche Bank
Germany
-$13.5M
4
JIM
Jupiter Investment Management
United Kingdom
-$5.75M
5
Goldman Sachs
Goldman Sachs
New York
-$5.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
VCA
76
Verdence Capital Advisors
Maryland
$2.01M +$245K +4,412 +13%
SGAM
77
Smith Group Asset Management
Texas
$1.92M +$77.2K +1,390 +4%
Canada Life
78
Canada Life
Manitoba, Canada
$1.9M – – –
OAM
79
Oxford Asset Management
United Kingdom
$1.85M +$726K +13,067 +60%
BPM
80
Bowling Portfolio Management
Ohio
$1.78M +$632K +11,370 +51%
GC
81
Globeflex Capital
California
$1.74M – – –
VIA
82
Vident Investment Advisory
Georgia
$1.74M +$1.82M +32,849 New
GCP
83
GSA Capital Partners
United Kingdom
$1.68M +$639K +11,502 +57%
American Century Companies
84
American Century Companies
Missouri
$1.64M -$90.9K -1,637 -5%
First Trust Advisors
85
First Trust Advisors
Illinois
$1.64M -$1.92M -34,536 -53%
SCM
86
Sterling Capital Management
North Carolina
$1.61M +$1.89K +34 +0.1%
CIBC World Market
87
CIBC World Market
Ontario, Canada
$1.6M +$38.5K +694 +2%
NAM
88
NorthCoast Asset Management
Connecticut
$1.51M -$39.2K -705 -2%
Comerica Bank
89
Comerica Bank
Texas
$1.46M -$457K -8,219 -21%
Citigroup
90
Citigroup
New York
$1.45M +$814K +14,653 +115%
WGCA
91
Wolf Group Capital Advisors
Virginia
$1.41M -$118K -2,127 -7%
UBS AM
92
UBS AM
Illinois
$1.3M – – –
SFM
93
Systematic Financial Management
New Jersey
$1.26M -$45.5K -820 -3%
Millennium Management
94
Millennium Management
New York
$1.26M +$169K +3,046 +15%
LS
95
Livforsakringsbolaget Skandia
Sweden
$1.23M -$250K -4,500 -16%
SAM
96
Shell Asset Management
Netherlands
$1.21M – – –
Bank of America
97
Bank of America
North Carolina
$1.17M +$269K +4,845 +28%
AIG
98
American International Group
New York
$1.16M +$26.5K +477 +2%
TD Asset Management
99
TD Asset Management
Ontario, Canada
$1.09M -$1.57M -28,200 -58%
CS
100
Credit Suisse
Switzerland
$1.07M -$308K -5,554 -22%
2 3
4
5 6

WD Hedge Fund Activity: Q3 2018 in Review

206 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Walker & Dunlop (WD) for Q3 2018, worth a combined $1.33B — down 7.9% from $1.44B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of WD and 24 opened new positions — a net loss of 4 holders — while 70 trimmed existing stakes and 83 added.

The largest buyer was BlackRock, adding an estimated $11M. The largest seller was Victory Capital Management, cutting an estimated $23.6M.

  • 206 institutional investors held Walker & Dunlop (WD) as of Q3 2018, down from 212 in Q2 2018.
  • Funds reported $1.33B of Walker & Dunlop stock for Q3 2018, down 7.9% quarter-over-quarter.
  • 24 funds opened new Walker & Dunlop positions in Q3 2018 and 28 closed out, a net change of -4 holders.
  • The largest Walker & Dunlop buyer in Q3 2018 was BlackRock, an estimated $11M added.
  • The largest Walker & Dunlop seller in Q3 2018 was Victory Capital Management, an estimated $23.6M sold.

Based on aggregated 13F filings for Q3 2018.