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Walker & Dunlop

187 hedge funds and large institutions have $1.05B invested in Walker & Dunlop in 2018 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 67 increasing their positions, 68 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

37% more call options, than puts

Call options by funds: $1.21M | Put options by funds: $880K

1% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 68

2.38% less ownership

Funds ownership: 80.44%78.06% (-2.4%)

9% less funds holding

Funds holding: 206187 (-19)

21% less capital invested

Capital invested by funds: $1.33B → $1.05B (-$279M)

44% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 41

Holders
187
Holders Change
-19
Holders Change %
-9.22%
% of All Funds
4.17%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
23
Increased
67
Reduced
68
Closed
41
Calls
$1.21M
Puts
$880K
Net Calls
+$326K
Net Calls Change
-$2.17M
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
151
Parkside Financial Bank & Trust
Missouri
$54K +$9.42K +205 +20%
PNC Financial Services Group
152
PNC Financial Services Group
Pennsylvania
$53K -$288K -6,273 -84%
HNB
153
Huntington National Bank
Ohio
$50K
AG
154
Advisor Group
Arizona
$43K -$28.1K -611 -38%
CCA
155
Catalyst Capital Advisors
New York
$39K -$699K -15,200 -94%
LIA
156
LS Investment Advisors
Michigan
$36K -$140K -3,036 -79%
MWNA
157
Marshall Wace North America
New York
$35K +$37.3K +811 New
MOACM
158
Mutual of America Capital Management
New York
$31K +$7.9K +172 +32%
US Bancorp
159
US Bancorp
Minnesota
$31K +$27.4K +596 +537%
SIM
160
Sonora Investment Management
Arizona
$26K
CG
161
Cutler Group
California
$17K -$448K -9,753 -96%
NIT
162
NumerixS Investment Technologies
British Columbia, Canada
$17K -$225K -4,900 -92%
SWA
163
Sutton Wealth Advisors
Florida
$14.9K
Federated Hermes
164
Federated Hermes
Pennsylvania
$13K -$4.41M -96,005 -100%
WCM
165
Whitener Capital Management
North Carolina
$10K +$46 +1 +0.4%
PA
166
Parallel Advisors
California
$10K +$3.08K +67 +40%
JA
167
JOYN Advisors
Georgia
$10K +$8.78K +191 +455%
VFA
168
Valeo Financial Advisors
Indiana
$9K
Loomis, Sayles & Company
169
Loomis, Sayles & Company
Massachusetts
$6K -$7.17K -156 -55%
NFG
170
Next Financial Group
Texas
$5K +$5.01K +109 New
CIAS
171
Capital Investment Advisory Services
North Carolina
$5K +$5.51K +120 New
Schroder Investment Management Group
172
Schroder Investment Management Group
United Kingdom
$4.11K +$133K +2,897 +3%
WAM
173
Wealthspire Advisors (Maryland)
Maryland
$4K +$551 +12 +16%
Group One Trading
174
Group One Trading
Illinois
$4K +$4.6K +100 New
PRC
175
Pearl River Capital
Michigan
$4K +$4.6K +100 New

WD Hedge Fund Activity: Q4 2018 in Review

187 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Walker & Dunlop (WD) for Q4 2018, worth a combined $1.05B — down 21% from $1.33B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of WD and 23 opened new positions — a net loss of 18 holders — while 68 trimmed existing stakes and 67 added.

The largest buyer was Renaissance Technologies, adding an estimated $6.41M. The largest seller was Kestrel Investment Management, exiting entirely with an estimated $7M sold.

  • 187 institutional investors held Walker & Dunlop (WD) as of Q4 2018, down from 206 in Q3 2018.
  • Funds reported $1.05B of Walker & Dunlop stock for Q4 2018, down 21% quarter-over-quarter.
  • 23 funds opened new Walker & Dunlop positions in Q4 2018 and 41 closed out, a net change of -18 holders.
  • The largest Walker & Dunlop buyer in Q4 2018 was Renaissance Technologies, an estimated $6.41M added.
  • The largest Walker & Dunlop seller in Q4 2018 was Kestrel Investment Management, an estimated $7M sold.

Based on aggregated 13F filings for Q4 2018.