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Walker & Dunlop
WD

222 hedge funds and large institutions have $1.58B invested in Walker & Dunlop in 2019 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 70 increasing their positions, 65 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 22

82% more call options, than puts

Call options by funds: $1.69M | Put options by funds: $930K

15% more capital invested

Capital invested by funds: $1.38B → $1.58B (+$201M)

10% more funds holding

Funds holding: 202 → 222 (+20)

8% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 65

0.84% less ownership

Funds ownership: 80.05% → 79.21% (-0.84%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
222
Holders Change
+20
Holders Change %
+9.9%
% of All Funds
4.37%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
50
Increased
70
Reduced
65
Closed
22
Calls
$1.69M
Puts
$930K
Net Calls
+$759K
Net Calls Change
+$313K

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$10M
2
Ameriprise
Ameriprise
Minnesota
+$9.58M
3
Man Group
Man Group
United Kingdom
+$6.97M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$5.38M
5
FSCM
First Sabrepoint Capital Management
Texas
+$5.06M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$25.4M
2
Boston Partners
Boston Partners
Massachusetts
-$13.7M
3
SC
Southside Capital
Florida
-$8.16M
4
KCM
Kennedy Capital Management
Missouri
-$7.93M
5
JP Morgan Chase
JP Morgan Chase
New York
-$7.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
QT
176
Quantbot Technologies
New York
$200K +$196K +3,102 New
AIM
177
Aigen Investment Management
New York
$197K +$193K +3,045 New
LIA
178
LS Investment Advisors
Michigan
$194K +$136K +2,152 +253%
Macquarie Group
179
Macquarie Group
Australia
$162K – – –
AIP
180
Ameritas Investment Partners
Nebraska
$154K – – –
Russell Investments Group
181
Russell Investments Group
United Kingdom
$146K – – –
Zurich Cantonal Bank
182
Zurich Cantonal Bank
Switzerland
$129K – – –
PNC Financial Services Group
183
PNC Financial Services Group
Pennsylvania
$122K +$16.3K +257 +16%
PI
184
PEAK6 Investments
Illinois
$121K +$53.1K +839 +81%
PHK
185
Point72 Hong Kong
Hong Kong
$107K +$55.9K +883 +115%
PFBT
186
Parkside Financial Bank & Trust
Missouri
$94K +$1.2K +19 +1%
OSAM
187
O'Shaughnessy Asset Management
Connecticut
$82K +$8.04K +127 +11%
Ohio Public Employees Retirement System (OPERS)
188
Ohio Public Employees Retirement System (OPERS)
Ohio
$77K -$467K -7,378 -86%
MOACM
189
Mutual of America Capital Management
New York
$66K -$2.53K -40 -4%
PCM
190
Prelude Capital Management
New York
$66K +$65K +1,028 New
FGAM
191
Financial Gravity Asset Management
Texas
$65K +$253 +4 New
FC
192
FORA Capital
Florida
$63K +$61.2K +968 New
VFA
193
Valeo Financial Advisors
Indiana
$53K +$1.96K +31 +4%
SWA
194
Sutton Wealth Advisors
Florida
$46.1K – – –
US Bancorp
195
US Bancorp
Minnesota
$46K – – –
AG
196
Advisor Group
Arizona
$42K -$40.7K -643 -50%
SIM
197
Sonora Investment Management
Arizona
$39K – – –
VCM
198
Versant Capital Management
Arizona
$35K – – –
Federated Hermes
199
Federated Hermes
Pennsylvania
$30K -$4.43K -70 -13%
GT
200
Glenmede Trust
Pennsylvania
$25K +$4.11K +65 +19%
6 7
8
9 10

WD Hedge Fund Activity: Q4 2019 in Review

222 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Walker & Dunlop (WD) for Q4 2019, worth a combined $1.58B — up 15% from $1.38B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new WD positions and 22 closed out — a net gain of 28 holders — while 70 added to existing stakes and 65 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $10M. The largest seller was BlackRock, cutting an estimated $25.4M.

  • 222 institutional investors held Walker & Dunlop (WD) as of Q4 2019, up from 202 in Q3 2019.
  • Funds reported $1.58B of Walker & Dunlop stock for Q4 2019, up 15% quarter-over-quarter.
  • 50 funds opened new Walker & Dunlop positions in Q4 2019 and 22 closed out, a net change of +28 holders.
  • The largest Walker & Dunlop buyer in Q4 2019 was Goldman Sachs, an estimated $10M added.
  • The largest Walker & Dunlop seller in Q4 2019 was BlackRock, an estimated $25.4M sold.

Based on aggregated 13F filings for Q4 2019.