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Walker & Dunlop
WD

202 hedge funds and large institutions have $1.38B invested in Walker & Dunlop in 2019 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 66 increasing their positions, 67 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

33% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 21

23% more call options, than puts

Call options by funds: $2.37M | Put options by funds: $1.93M

5% more capital invested

Capital invested by funds: $1.31B → $1.38B (+$70.6M)

4% more funds holding

Funds holding: 195 → 202 (+7)

0.12% more ownership

Funds ownership: 79.93% → 80.05% (+0.12%)

1% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 67

Holders
202
Holders Change
+7
Holders Change %
+3.59%
% of All Funds
4.43%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
28
Increased
66
Reduced
67
Closed
21
Calls
$2.37M
Puts
$1.93M
Net Calls
+$446K
Net Calls Change
-$453K

Top Buyers

Rank Fund Capital Flow
1
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$9.6M
2
FSCM
First Sabrepoint Capital Management
Texas
+$8.14M
3
Victory Capital Management
Victory Capital Management
Texas
+$5.3M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$4.32M
5
JP Morgan Chase
JP Morgan Chase
New York
+$4.23M

Top Sellers

Rank Fund Capital Flow
1
APG Asset Management
APG Asset Management
Netherlands
-$9.03M
2
Deutsche Bank
Deutsche Bank
Germany
-$5.08M
3
PAM
Panagora Asset Management
Massachusetts
-$5.01M
4
Renaissance Technologies
Renaissance Technologies
New York
-$4.5M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$3.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
176
Sonora Investment Management
Arizona
$34K – – –
VCM
177
Versant Capital Management
Arizona
$30K – – –
Federated Hermes
178
Federated Hermes
Pennsylvania
$30K +$29.7K +530 New
CAPTRUST Financial Advisors
179
CAPTRUST Financial Advisors
North Carolina
$28K +$168 +3 +0.6%
WCM
180
Whitener Capital Management
North Carolina
$13K +$56 +1 +0.4%
PA
181
Parallel Advisors
California
$10K -$2.97K -53 -23%
MPWT
182
MassMutual Private Wealth & Trust
Connecticut
$10K – – –
GEA
183
Glen Eagle Advisors
New Jersey
$7.05K +$7.07K +126 New
CIAS
184
Capital Investment Advisory Services
North Carolina
$7K – – –
CCA
185
Catalyst Capital Advisors
New York
$7K – – –
SFS
186
Sowell Financial Services
Arkansas
$7K +$7.13K +127 New
TFO
187
Tarbox Family Office
California
$4K – – –
VRM
188
Vectors Research Management
New York
$4K – – –
ClearBridge Investments
189
ClearBridge Investments
New York
$4K +$4.26K +76 New
GAM
190
Gemmer Asset Management
California
$3K – – –
TCM
191
Tradewinds Capital Management
Washington
$3K – – –
Fidelity Investments
192
Fidelity Investments
Massachusetts
$3K +$2.69K +48 New
NFG
193
Next Financial Group
Texas
$2K – – –
QCG
194
Quadrant Capital Group
Ohio
$2K – – –
TWA
195
TCI Wealth Advisors
Arizona
$2K – – –
BCA
196
Berman Capital Advisors
Georgia
$2K +$1.85K +33 +206%
Lazard Asset Management
197
Lazard Asset Management
New York
$2K +$2.13K +38 New
WAP
198
Wealthcare Advisory Partners
Pennsylvania
$2K +$2.25K +40 New
RCAG
199
Rehmann Capital Advisory Group
Michigan
$1.96K – – –
HGWM
200
Harvest Group Wealth Management
Massachusetts
$1K – – –
5 6 7
8
9

WD Hedge Fund Activity: Q3 2019 in Review

202 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Walker & Dunlop (WD) for Q3 2019, worth a combined $1.38B — up 5.4% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new WD positions and 21 closed out — a net gain of 7 holders — while 66 added to existing stakes and 67 trimmed.

The largest buyer was Grantham, Mayo, Van Otterloo & Co (GMO), adding an estimated $9.6M. The largest seller was APG Asset Management, exiting entirely with an estimated $9.03M sold.

  • 202 institutional investors held Walker & Dunlop (WD) as of Q3 2019, up from 195 in Q2 2019.
  • Funds reported $1.38B of Walker & Dunlop stock for Q3 2019, up 5.4% quarter-over-quarter.
  • 28 funds opened new Walker & Dunlop positions in Q3 2019 and 21 closed out, a net change of +7 holders.
  • The largest Walker & Dunlop buyer in Q3 2019 was Grantham, Mayo, Van Otterloo & Co (GMO), an estimated $9.6M added.
  • The largest Walker & Dunlop seller in Q3 2019 was APG Asset Management, an estimated $9.03M sold.

Based on aggregated 13F filings for Q3 2019.