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Walker & Dunlop

83 hedge funds and large institutions have $451M invested in Walker & Dunlop in 2013 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 28 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

14% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 28

4.21% more ownership

Funds ownership: 76.98%81.19% (+4.2%)

4% less capital invested

Capital invested by funds: $471M → $451M (-$20.3M)

3% less funds holding

Funds holding: 8683 (-3)

21% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 14

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $3K

Holders
83
Holders Change
-3
Holders Change %
-3.49%
% of All Funds
2.69%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
11
Increased
32
Reduced
28
Closed
14
Calls
Puts
$3K
Net Calls
-$3K
Net Calls Change
-$3K
Name Holding Trade Value Shares
Change
Change in
Stake
FIG
1
Fortress Investment Group
New York
$168M
CS
2
Credit Suisse
Switzerland
$48.2M -$33.6K -2,035 -0.1%
Federated Hermes
3
Federated Hermes
Pennsylvania
$18.2M +$21.7K +1,316 +0.1%
Boston Partners
4
Boston Partners
Massachusetts
$16.9M -$92.7K -5,619 -0.5%
TC
5
Talkot Capital
California
$15.4M +$451K +27,330 +3%
TBA
6
Thomas B. Akin
$15.4M +$16M +967,261 New
Vanguard Group
7
Vanguard Group
Pennsylvania
$14.3M +$387K +23,461 +3%
Deutsche Bank
8
Deutsche Bank
Germany
$13.5M +$13.7M +831,346 +5,326%
WI
9
WHV Investments
California
$12.7M +$13.2M +799,500 New
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$10.9M -$646K -39,200 -5%
EAM
11
Eagle Asset Management
Florida
$10.2M -$643K -38,980 -6%
KCM
12
Kennedy Capital Management
Missouri
$9.17M +$1.13M +68,622 +14%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$7.94M -$24.8K -1,504 -0.3%
SRC
14
Shufro Rose & Co
New York
$7.59M +$1.38M +83,765 +21%
BFA
15
BlackRock Fund Advisors
California
$7.55M +$892K +54,102 +13%
CCM
16
Castine Capital Management
Massachusetts
$6.24M +$2.54M +153,961 +65%
EBIM
17
Eagle Boston Investment Management
Massachusetts
$6.22M -$970K -58,813 -13%
EA
18
Emerald Advisers
Pennsylvania
$5.98M -$3.17M -192,346 -34%
SC
19
Seawolf Capital
New York
$5.75M -$4.73M -286,932 -44%
BIT
20
BlackRock Institutional Trust
California
$4.43M +$842K +51,041 +22%
EMFAT
21
Emerald Mutual Fund Advisers Trust
Pennsylvania
$4.11M -$684K -41,500 -14%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$3.98M -$1.32M -79,812 -24%
State Street
23
State Street
Massachusetts
$3.54M +$513K +31,100 +16%
Northern Trust
24
Northern Trust
Illinois
$3.54M +$684K +41,468 +23%
MCM
25
Maltese Capital Management
New York
$3.02M +$1.12M +67,900 +56%

WD Hedge Fund Activity: Q3 2013 in Review

83 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Walker & Dunlop (WD) for Q3 2013, worth a combined $451M — down 4.3% from $471M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of WD and 11 opened new positions — a net loss of 3 holders — while 28 trimmed existing stakes and 32 added.

The largest buyer was Deutsche Bank, adding an estimated $13.7M. The largest seller was Putnam Investments, exiting entirely with an estimated $6.39M sold.

  • 83 institutional investors held Walker & Dunlop (WD) as of Q3 2013, down from 86 in Q2 2013.
  • Funds reported $451M of Walker & Dunlop stock for Q3 2013, down 4.3% quarter-over-quarter.
  • 11 funds opened new Walker & Dunlop positions in Q3 2013 and 14 closed out, a net change of -3 holders.
  • The largest Walker & Dunlop buyer in Q3 2013 was Deutsche Bank, an estimated $13.7M added.
  • The largest Walker & Dunlop seller in Q3 2013 was Putnam Investments, an estimated $6.39M sold.

Based on aggregated 13F filings for Q3 2013.