Walker & Dunlop
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.
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%)
Top Buyers
| 1 |
RFC
Russell Frank Company
Seattle,
Washington
|
+$6.75M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$5.46M |
| 3 |
NI
Numeric Investors
Boston,
Massachusetts
|
+$4.86M |
| 4 |
SC
Seawolf Capital
New York
|
+$3.91M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$3.43M |
Top Sellers
| 1 |
FIG
Fortress Investment Group
New York
|
-$36.6M |
| 2 |
APG Asset Management
Amsterdam,
Netherlands
|
-$9.32M |
| 3 |
KKRC
Kohlberg Kravis Roberts & Co
New York
|
-$7.19M |
| 4 |
CCM
Castine Capital Management
Boston,
Massachusetts
|
-$5.61M |
| 5 |
Millennium Management
New York
|
-$3.97M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $224 | +$477 | +30 | +0.2% |
|
|
102
APG Asset Management
Amsterdam,
Netherlands
| – | -$9.32M | -701,317 | Closed |
|
|
KKRC
103
Kohlberg Kravis Roberts & Co
New York
| – | -$7.19M | -541,196 | Closed |
|
|
CCM
104
Castine Capital Management
Boston,
Massachusetts
| – | -$5.61M | -421,900 | Closed |
|
|
105
Millennium Management
New York
| – | -$3.97M | -298,830 | Closed |
|
106
American Century Companies
Kansas City,
Missouri
| – | -$222K | -16,700 | Closed |
|
|
SCA
107
Secor Capital Advisors
New York
| – | -$216K | -16,270 | Closed |
|
|
NFG
108
Next Financial Group
Houston,
Texas
| – | -$46K | -3,431 | Closed |
|
|
TRCT
109
Tower Research Capital (TRC)
New York
| – | -$45K | -3,400 | Closed |
|
110
BNP Paribas Financial Markets
Paris,
France
| – | -$16.9K | -1,272 | Closed |
|
111
Ameriprise
Minneapolis,
Minnesota
| – | -$6K | -385 | Closed |
|
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.