Walker & Dunlop
159 hedge funds and large institutions have $557M invested in Walker & Dunlop in 2016 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 65 increasing their positions, 44 reducing their positions, and 25 closing their positions.
48% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 44
20% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 25
3% more funds holding
Funds holding: 155 → 159 (+4)
0.55% more ownership
Funds ownership: 77.35% → 77.89% (+0.55%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less capital invested
Capital invested by funds: $576M → $557M (-$18.2M)
82% less call options, than puts
Call options by funds: $143K | Put options by funds: $809K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$10.3M |
| 2 |
KIM
Kestrel Investment Management
San Mateo,
California
|
+$5.05M |
| 3 |
RCM
Riverhead Capital Management
Wilmington,
Delaware
|
+$4.12M |
| 4 |
Citigroup
New York
|
+$3.48M |
| 5 |
Goldman Sachs
New York
|
+$2.88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NI
Numeric Investors
Boston,
Massachusetts
|
-$10.1M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$9.24M |
| 3 |
TC
Talkot Capital
Sausalito,
California
|
-$4.68M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$3.76M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.97M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CI
176
Cavalier Investments
Alpharetta,
Georgia
| – | -$308K | -12,700 | Closed |
|
|
FRM
177
Fox Run Management
Greenwich,
Connecticut
| – | -$308K | -12,700 | Closed |
|
178
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$267K | -11,399 | Closed |
|
|
O
179
OppenheimerFunds
New York
| – | -$216K | -8,892 | Closed |
|
180
Group One Trading
Chicago,
Illinois
| – | -$205K | -8,786 | Closed |
|
|
OAM
181
Origin Asset Management
London,
United Kingdom
| – | -$212K | -8,749 | Closed |
|
|
MFS
182
MSI Financial Services
Springfield,
Massachusetts
| – | -$9K | -390 | Closed |
|
|
HMS
183
Hanseatic Management Services
Albuquerque,
New Mexico
| – | -$1K | -33 | Closed |
|
WD Hedge Fund Activity: Q2 2016 in Review
159 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Walker & Dunlop (WD) for Q2 2016, worth a combined $557M — down 3.2% from $576M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new WD positions and 25 closed out — a net gain of 5 holders — while 65 added to existing stakes and 44 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $10.3M. The largest seller was Numeric Investors, exiting entirely with an estimated $10.1M sold.
- 159 institutional investors held Walker & Dunlop (WD) as of Q2 2016, up from 155 in Q1 2016.
- Funds reported $557M of Walker & Dunlop stock for Q2 2016, down 3.2% quarter-over-quarter.
- 30 funds opened new Walker & Dunlop positions in Q2 2016 and 25 closed out, a net change of +5 holders.
- The largest Walker & Dunlop buyer in Q2 2016 was Citadel Advisors, an estimated $10.3M added.
- The largest Walker & Dunlop seller in Q2 2016 was Numeric Investors, an estimated $10.1M sold.
Based on aggregated 13F filings for Q2 2016.