Walker & Dunlop
144 hedge funds and large institutions have $762M invested in Walker & Dunlop in 2016 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 63 increasing their positions, 35 reducing their positions, and 19 closing their positions.
157% more call options, than puts
Call options by funds: $1.36M | Put options by funds: $529K
80% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 35
30% more capital invested
Capital invested by funds: $588M → $762M (+$175M)
16% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 19
3.41% more ownership
Funds ownership: 76.01% → 79.42% (+3.4%)
0% more funds holding
Funds holding: 144 → 144 (0)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$18.4M |
| 2 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$13M |
| 3 |
TA
Teachers Advisors
New York
|
+$9.13M |
| 4 |
Alyeska Investment Group
Chicago,
Illinois
|
+$7.64M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$7.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EA
Emerald Advisers
Leola,
Pennsylvania
|
-$12.6M |
| 2 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
-$11.7M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$8.46M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$8.06M |
| 5 |
Millennium Management
New York
|
-$4.49M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
California Public Employees Retirement System
Sacramento,
California
| – | -$738K | -29,200 | Closed |
|
152
First Trust Advisors
Wheaton,
Illinois
| – | -$551K | -21,832 | Closed |
|
|
HI
153
HBK Investments
Dallas,
Texas
| – | -$399K | -15,800 | Closed |
|
|
PP
154
Paloma Partners
Greenwich,
Connecticut
| – | -$381K | -15,100 | Closed |
|
155
American Century Companies
Kansas City,
Missouri
| – | -$310K | -12,282 | Closed |
|
|
SCM
156
Stevens Capital Management
Radnor,
Pennsylvania
| – | -$302K | -11,965 | Closed |
|
|
SO
157
STRS Ohio
Columbus,
Ohio
| – | -$131K | -5,200 | Closed |
|
|
JIM
158
Jupiter Investment Management
London,
United Kingdom
| – | -$82K | -3,249 | Closed |
|
159
Bessemer Group
Woodbridge,
New Jersey
| – | -$18K | -726 | Closed |
|
160
Loomis, Sayles & Company
Boston,
Massachusetts
| – | -$15K | -603 | Closed |
|
|
MA
161
MUFG Americas
New York
| – | -$4K | -150 | Closed |
|
|
CCMW
162
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
| – | -$1.9K | -75 | Closed |
|
WD Hedge Fund Activity: Q4 2016 in Review
144 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Walker & Dunlop (WD) for Q4 2016, worth a combined $762M — up 30% from $588M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new WD positions and 19 closed out — a net gain of 3 holders — while 63 added to existing stakes and 35 trimmed.
The largest buyer was Victory Capital Management, adding an estimated $18.4M. The largest seller was Emerald Advisers, exiting entirely with an estimated $12.6M sold.
- 144 institutional investors held Walker & Dunlop (WD) as of Q4 2016, unchanged from Q3 2016.
- Funds reported $762M of Walker & Dunlop stock for Q4 2016, up 30% quarter-over-quarter.
- 22 funds opened new Walker & Dunlop positions in Q4 2016 and 19 closed out, a net change of +3 holders.
- The largest Walker & Dunlop buyer in Q4 2016 was Victory Capital Management, an estimated $18.4M added.
- The largest Walker & Dunlop seller in Q4 2016 was Emerald Advisers, an estimated $12.6M sold.
Based on aggregated 13F filings for Q4 2016.