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Walker & Dunlop
WD

168 hedge funds and large institutions have $1.05B invested in Walker & Dunlop in 2017 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 69 increasing their positions, 40 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 12

125% more call options, than puts

Call options by funds: $4.54M | Put options by funds: $2.02M

73% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 40

38% more capital invested

Capital invested by funds: $762M → $1.05B (+$290M)

17% more funds holding

Funds holding: 144 → 168 (+24)

2.48% more ownership

Funds ownership: 79.42% → 81.9% (+2.5%)

Holders
168
Holders Change
+24
Holders Change %
+16.67%
% of All Funds
4.18%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
42
Increased
69
Reduced
40
Closed
12
Calls
$4.54M
Puts
$2.02M
Net Calls
+$2.52M
Net Calls Change
+$1.69M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$154M
2
Victory Capital Management
Victory Capital Management
Texas
+$4.76M
3
TCIM
TIAA CREF Investment Management
New York
+$3.38M
4
Goldman Sachs
Goldman Sachs
New York
+$3.04M
5
EI
EAM Investors
California
+$2.89M

Top Sellers

Rank Fund Capital Flow
1
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$8.5M
2
Citigroup
Citigroup
New York
-$7.69M
3
Deutsche Bank
Deutsche Bank
Germany
-$6.87M
4
NI
Numeric Investors
Massachusetts
-$4.91M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$4.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
Thrivent Financial for Lutherans
101
Thrivent Financial for Lutherans
Minnesota
$655K +$20.3K +550 +4%
CI
102
Cavalier Investments
Georgia
$630K +$557K +15,100 New
PG
103
PEAK6 Group
Illinois
$629K +$557K +15,095 New
ASRS
104
Arizona State Retirement System
Arizona
$603K +$7.37K +200 +1%
WG
105
Winton Group
United Kingdom
$591K +$523K +14,185 New
UFF
106
USA Financial Formulas
Michigan
$577K +$510K +13,833 New
USAA
107
United Services Automobile Association
Texas
$489K +$433K +11,740 New
AA
108
ALPS Advisors
Colorado
$486K -$178K -4,839 -29%
OAM
109
Oberweis Asset Management
Illinois
$484K +$428K +11,600 New
Millennium Management
110
Millennium Management
New York
$482K +$427K +11,569 New
O
111
OppenheimerFunds
New York
$475K +$52.8K +1,432 +14%
LSERS
112
Louisiana State Employees Retirement System
Louisiana
$471K +$7.37K +200 +2%
PAG
113
Private Advisor Group
New Jersey
$470K +$416K +11,276 New
IR
114
Invictus RG
Bermuda
$469K +$415K +11,259 New
CAM
115
Capstone Asset Management
Texas
$424K -$30.2K -820 -7%
UBS AM
116
UBS AM
Illinois
$421K – – –
DCM
117
Dupont Capital Management
Delaware
$421K -$244K -6,610 -40%
TRSOTSOK
118
Teachers Retirement System of the State of Kentucky
Kentucky
$421K – – –
KCM
119
Kornitzer Capital Management
Kansas
$417K – – –
AP
120
AHL Partners
United Kingdom
$396K -$79K -2,144 -18%
OAM
121
Origin Asset Management
United Kingdom
$365K – – –
GIA
122
Gargoyle Investment Advisor
New Jersey
$358K +$317K +8,587 New
VKH
123
Virtu KCG Holdings
New York
$354K +$313K +8,494 New
TI
124
Trexquant Investment
Connecticut
$346K +$306K +8,300 New
Nisa Investment Advisors
125
Nisa Investment Advisors
Missouri
$342K – – –
3 4
5
6 7

WD Hedge Fund Activity: Q1 2017 in Review

168 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Walker & Dunlop (WD) for Q1 2017, worth a combined $1.05B — up 38% from $762M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new WD positions and 12 closed out — a net gain of 30 holders — while 69 added to existing stakes and 40 trimmed.

The largest buyer was BlackRock, adding an estimated $154M. The largest seller was Alyeska Investment Group, exiting entirely with an estimated $8.5M sold.

  • 168 institutional investors held Walker & Dunlop (WD) as of Q1 2017, up from 144 in Q4 2016.
  • Funds reported $1.05B of Walker & Dunlop stock for Q1 2017, up 38% quarter-over-quarter.
  • 42 funds opened new Walker & Dunlop positions in Q1 2017 and 12 closed out, a net change of +30 holders.
  • The largest Walker & Dunlop buyer in Q1 2017 was BlackRock, an estimated $154M added.
  • The largest Walker & Dunlop seller in Q1 2017 was Alyeska Investment Group, an estimated $8.5M sold.

Based on aggregated 13F filings for Q1 2017.