Walker & Dunlop
184 hedge funds and large institutions have $1.26B invested in Walker & Dunlop in 2020 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 51 increasing their positions, 75 reducing their positions, and 25 closing their positions.
8% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 25
2% more capital invested
Capital invested by funds: $1.24B → $1.26B (+$24.7M)
0% more funds holding
Funds holding: 184 → 184 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1.79% less ownership
Funds ownership: 78.64% → 76.85% (-1.8%)
30% less call options, than puts
Call options by funds: $8.92M | Put options by funds: $12.8M
32% less repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 75
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$11.7M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
+$11M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$7.11M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$3.32M |
| 5 |
Millennium Management
New York
|
+$3.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$17.1M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$5.78M |
| 3 |
BlackRock
New York
|
-$4.81M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$4.75M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
-$3.11M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NIT
201
NumerixS Investment Technologies
Vancouver,
British Columbia, Canada
| – | -$194K | -3,825 | Closed |
|
|
LIA
202
LS Investment Advisors
Bloomfield Hills,
Michigan
| – | -$152K | -3,001 | Closed |
|
|
GC
203
Globeflex Capital
San Diego,
California
| – | -$130K | -2,551 | Closed |
|
204
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$10K | -170 | Closed |
|
|
SFS
205
Sowell Financial Services
North Little Rock,
Arkansas
| – | -$6K | -127 | Closed |
|
|
SF
206
Synovus Financial
Columbus,
Georgia
| – | -$1K | -18 | Closed |
|
|
CAN
207
Cetera Advisor Networks
El Segundo,
California
| – | -$1K | -15 | Closed |
|
|
OPS
208
Orion Portfolio Solutions
Omaha,
Nebraska
| – | -$1K | -10 | Closed |
|
WD Hedge Fund Activity: Q3 2020 in Review
184 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Walker & Dunlop (WD) for Q3 2020, worth a combined $1.26B — up 2% from $1.24B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new WD positions and 25 closed out — a net gain of 2 holders — while 51 added to existing stakes and 75 trimmed.
The largest buyer was Victory Capital Management, adding an estimated $11.7M. The largest seller was Vanguard Group, cutting an estimated $17.1M.
- 184 institutional investors held Walker & Dunlop (WD) as of Q3 2020, unchanged from Q2 2020.
- Funds reported $1.26B of Walker & Dunlop stock for Q3 2020, up 2% quarter-over-quarter.
- 27 funds opened new Walker & Dunlop positions in Q3 2020 and 25 closed out, a net change of +2 holders.
- The largest Walker & Dunlop buyer in Q3 2020 was Victory Capital Management, an estimated $11.7M added.
- The largest Walker & Dunlop seller in Q3 2020 was Vanguard Group, an estimated $17.1M sold.
Based on aggregated 13F filings for Q3 2020.