Walker & Dunlop
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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$154M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$4.76M |
| 3 |
TCIM
TIAA CREF Investment Management
New York
|
+$3.38M |
| 4 |
Goldman Sachs
New York
|
+$3.04M |
| 5 |
EI
EAM Investors
Solana Beach,
California
|
+$2.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Alyeska Investment Group
Chicago,
Illinois
|
-$8.5M |
| 2 |
Citigroup
New York
|
-$7.69M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$6.87M |
| 4 |
NI
Numeric Investors
Boston,
Massachusetts
|
-$4.91M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$4.51M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCM
176
Bayesian Capital Management
Brooklyn,
New York
| – | -$227K | -7,261 | Closed |
|
177
SG Americas Securities
New York
| – | -$158K | -5,062 | Closed |
|
|
TRCT
178
Tower Research Capital (TRC)
New York
| – | -$10K | -327 | Closed |
|
|
DVM
179
Dreman Value Management
West Palm Beach,
Florida
| – | -$3K | -88 | Closed |
|
180
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$1K | -40 | Closed |
|
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.