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Walker & Dunlop

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: 202222 (+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: 21 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
201
Lazard Asset Management
New York
$25K +$22.5K +356 +937%
GWM
202
Geneos Wealth Management
Colorado
$19K +$19K +300 New
Fidelity Investments
203
Fidelity Investments
Massachusetts
$16K +$12.7K +200 +417%
CI
204
Clal Insurance
Israel
$12K -$1.03M -16,250 -95%
PA
205
Parallel Advisors
California
$12K
MPWT
206
MassMutual Private Wealth & Trust
Connecticut
$11K
CCA
207
Catalyst Capital Advisors
New York
$8K
SFS
208
Sowell Financial Services
Arkansas
$8K
QCG
209
Quadrant Capital Group
Ohio
$8K +$6.45K +102 +268%
AssetMark Inc
210
AssetMark Inc
California
$5K -$201K -3,185 -97%
TFO
211
Tarbox Family Office
California
$5K
VRM
212
Vectors Research Management
New York
$5K
CFGS
213
Concourse Financial Group Securities
Alabama
$5K +$4.49K +71 New
BCA
214
Berman Capital Advisors
Georgia
$3K
GAM
215
Gemmer Asset Management
California
$3K
TCM
216
Tradewinds Capital Management
Washington
$3K
WAP
217
Wealthcare Advisory Partners
Pennsylvania
$3K
TWA
218
TCI Wealth Advisors
Arizona
$2K
HR
219
Howe & Rusling
New York
$2K +$1.9K +30 New
HGWM
220
Harvest Group Wealth Management
Massachusetts
$1K
S
221
SignatureFD
Georgia
$1K
SF
222
Synovus Financial
Georgia
$1K +$1.14K +18 New
SC
223
Southside Capital
Florida
-$8.16M -145,946 Closed
CIBC World Market
224
CIBC World Market
Ontario, Canada
-$1.97M -35,296 Closed
PAG
225
Private Advisor Group
New Jersey
-$2.13M -33,868 Closed

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.