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Walker & Dunlop
WD

206 hedge funds and large institutions have $1.33B invested in Walker & Dunlop in 2018 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 83 increasing their positions, 70 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more call options, than puts

Call options by funds: $4.3M | Put options by funds: $1.81M

19% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 70

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less funds holding

Funds holding: 212 → 206 (-6)

3.15% less ownership

Funds ownership: 83.59% → 80.44% (-3.2%)

8% less capital invested

Capital invested by funds: $1.44B → $1.33B (-$114M)

14% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 28

Holders
206
Holders Change
-6
Holders Change %
-2.83%
% of All Funds
4.71%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
24
Increased
83
Reduced
70
Closed
28
Calls
$4.3M
Puts
$1.81M
Net Calls
+$2.49M
Net Calls Change
+$3.51M

Top Buyers

1
BlackRock
BlackRock
New York
+$11M
2
RA
Royce & Associates
New York
+$8.85M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$5.39M
4
Federated Hermes
Federated Hermes
Pennsylvania
+$5.33M
5
Renaissance Technologies
Renaissance Technologies
New York
+$5.06M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$23.6M
2
JP Morgan Chase
JP Morgan Chase
New York
-$16.3M
3
Deutsche Bank
Deutsche Bank
Germany
-$13.5M
4
JIM
Jupiter Investment Management
United Kingdom
-$5.75M
5
Goldman Sachs
Goldman Sachs
New York
-$5.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
201
TCI Wealth Advisors
Arizona
$2K – – –
JA
202
JOYN Advisors
Georgia
$2K +$833 +15 +56%
RCAG
203
Rehmann Capital Advisory Group
Michigan
$1.85K – – –
QI
204
QS Investors
New York
$1K – – –
JIM
205
Jupiter Investment Management
United Kingdom
– -$5.75M -103,342 Closed
Rafferty Asset Management
206
Rafferty Asset Management
New York
– -$4.72M -84,757 Closed
BIM
207
Bogle Investment Management
Massachusetts
– -$3.38M -60,642 Closed
HSBC Holdings
208
HSBC Holdings
United Kingdom
– -$2.4M -43,094 Closed
PAA
209
Peregrine Asset Advisers
Oregon
– -$2.06M -36,968 Closed
VRS
210
Virginia Retirement Systems
Virginia
– -$1.46M -26,300 Closed
PAG
211
Private Advisor Group
New Jersey
– -$1.25M -22,552 Closed
CIP
212
Convergence Investment Partners
Florida
– -$1.15M -20,714 Closed
Susquehanna International Group
213
Susquehanna International Group
Pennsylvania
– -$1.12M -20,150 Closed
WG
214
Winton Group
United Kingdom
– -$835K -15,007 Closed
SCM
215
Stevens Capital Management
Pennsylvania
– -$528K -9,492 Closed
Teacher Retirement System of Texas
216
Teacher Retirement System of Texas
Texas
– -$330K -5,936 Closed
CSS
217
Cubist Systematic Strategies
Connecticut
– -$303K -5,448 Closed
SCC
218
Spring Creek Capital
Kansas
– -$301K -5,406 Closed
CEP
219
Chicago Equity Partners
Illinois
– -$284K -5,100 Closed
DTL
220
Dynamic Technology Lab
Singapore
– -$253K -4,549 Closed
AB
221
Amalgamated Bank
New York
– -$229K -4,109 Closed
CMBA
222
C.M. Bidwell & Associates
Hawaii
– -$104K -1,870 Closed
QT
223
Quantbot Technologies
New York
– -$91K -1,642 Closed
Fuller & Thaler Asset Management
224
Fuller & Thaler Asset Management
California
– -$83K -1,500 Closed
Parallax Volatility Advisers
225
Parallax Volatility Advisers
California
– -$53K -951 Closed
6 7 8
9
10

WD Hedge Fund Activity: Q3 2018 in Review

206 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Walker & Dunlop (WD) for Q3 2018, worth a combined $1.33B — down 7.9% from $1.44B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of WD and 24 opened new positions — a net loss of 4 holders — while 70 trimmed existing stakes and 83 added.

The largest buyer was BlackRock, adding an estimated $11M. The largest seller was Victory Capital Management, cutting an estimated $23.6M.

  • 206 institutional investors held Walker & Dunlop (WD) as of Q3 2018, down from 212 in Q2 2018.
  • Funds reported $1.33B of Walker & Dunlop stock for Q3 2018, down 7.9% quarter-over-quarter.
  • 24 funds opened new Walker & Dunlop positions in Q3 2018 and 28 closed out, a net change of -4 holders.
  • The largest Walker & Dunlop buyer in Q3 2018 was BlackRock, an estimated $11M added.
  • The largest Walker & Dunlop seller in Q3 2018 was Victory Capital Management, an estimated $23.6M sold.

Based on aggregated 13F filings for Q3 2018.