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Walker & Dunlop
WD

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: 1 → 2 (+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: 206 → 187 (-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

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
+$6.41M
2
American Century Companies
American Century Companies
Missouri
+$5.96M
3
Boston Partners
Boston Partners
Massachusetts
+$4.38M
4
BlackRock
BlackRock
New York
+$3.63M
5
APG Asset Management
APG Asset Management
Netherlands
+$3.62M

Top Sellers

1
KIM
Kestrel Investment Management
California
-$7M
2
Invesco
Invesco
Georgia
-$6.5M
3
Axa
Axa
France
-$5.26M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$4.93M
5
PFC
Phocas Financial Corp
California
-$4.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
VRM
176
Vectors Research Management
New York
$3K +$3.26K +71 New
MPWT
177
MassMutual Private Wealth & Trust
Connecticut
$2.73K +$2.9K +63 New
IA
178
IFP Advisors
Florida
$2K -$9.19K -200 -83%
DA
179
Denali Advisors
California
$2K – – –
GAM
180
Gemmer Asset Management
California
$2K +$2.21K +48 New
RCAG
181
Rehmann Capital Advisory Group
Michigan
$1.51K – – –
QI
182
QS Investors
New York
$1K – – –
QCG
183
Quadrant Capital Group
Ohio
$1K – – –
TWA
184
TCI Wealth Advisors
Arizona
$1K +$138 +3 +10%
FGC
185
Financial Gravity Companies
Texas
$1K +$643 +14 New
CAM
186
Cresset Asset Management
Illinois
$1K +$781 +17 New
GT
187
Glenmede Trust
Pennsylvania
$8 +$9.24K +201 New
KIM
188
Kestrel Investment Management
California
– -$7M -132,325 Closed
PFC
189
Phocas Financial Corp
California
– -$4.51M -85,368 Closed
Citadel Advisors
190
Citadel Advisors
Florida
– -$3.07M -66,761 Closed
Marshall Wace
191
Marshall Wace
United Kingdom
– -$2.84M -53,685 Closed
KBC Group
192
KBC Group
Belgium
– -$2.15M -40,651 Closed
JIR
193
James Investment Research
Ohio
– -$2.04M -38,570 Closed
First Trust Advisors
194
First Trust Advisors
Illinois
– -$1.64M -30,989 Closed
SCM
195
Sterling Capital Management
North Carolina
– -$1.61M -30,403 Closed
SFM
196
Systematic Financial Management
New Jersey
– -$1.26M -23,830 Closed
TD Asset Management
197
TD Asset Management
Ontario, Canada
– -$1.09M -20,600 Closed
SIM
198
Spark Investment Management
New York
– -$909K -17,200 Closed
GC
199
Guggenheim Capital
Illinois
– -$909K -17,181 Closed
Wellington Management Group
200
Wellington Management Group
Massachusetts
– -$747K -14,133 Closed
6 7
8
9 10

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.