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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
MAM
151
Meeder Asset Management
Ohio
$34K +$29.7K +806 New
SSB
152
Sandy Spring Bank
Maryland
$32K – – –
Creative Planning
153
Creative Planning
Kansas
$32K +$28.3K +767 New
CG
154
Cutler Group
California
$31K +$27.9K +758 New
NFG
155
Next Financial Group
Texas
$27K -$353K -9,567 -94%
GT
156
Glenmede Trust
Pennsylvania
$26K +$23K +625 New
SIM
157
Sonora Investment Management
Arizona
$25K – – –
Federated Hermes
158
Federated Hermes
Pennsylvania
$24K -$4.42K -120 -17%
NIT
159
NumerixS Investment Technologies
British Columbia, Canada
$21K +$18.4K +500 New
IA
160
IFP Advisors
Florida
$12K +$184 +5 +2%
FHA
161
First Horizon Advisors
Tennessee
$8K +$7.15K +194 New
SWA
162
Sutton Wealth Advisors
Florida
$7.92K – – –
PNC Financial Services Group
163
PNC Financial Services Group
Pennsylvania
$6K +$4.94K +134 New
US Bancorp
164
US Bancorp
Minnesota
$4K – – –
QCG
165
Quadrant Capital Group
Ohio
$1K – – –
TWA
166
TCI Wealth Advisors
Arizona
$1K – – –
AssetMark Inc
167
AssetMark Inc
California
$1K +$442 +12 New
Walleye Trading
168
Walleye Trading
New York
$667 +$583K +15,800 +7,900%
Alyeska Investment Group
169
Alyeska Investment Group
Illinois
– -$8.5M -272,556 Closed
NI
170
Numeric Investors
Massachusetts
– -$4.91M -157,300 Closed
Renaissance Technologies
171
Renaissance Technologies
New York
– -$2.56M -82,063 Closed
Susquehanna International Group
172
Susquehanna International Group
Pennsylvania
– -$1.13M -30,705 Closed
Citadel Advisors
173
Citadel Advisors
Florida
– -$1.09M -29,561 Closed
Squarepoint
174
Squarepoint
New York
– -$346K -11,084 Closed
AWCI
175
Alpine Woods Capital Investors
New York
– -$234K -7,500 Closed
4 5 6
7
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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.