We are live on ! Find out more
WD icon

Walker & Dunlop

90 hedge funds and large institutions have $348M invested in Walker & Dunlop in 2014 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 35 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.54% more ownership

Funds ownership: 70.11%75.66% (+5.5%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

1% less funds holding

Funds holding: 9190 (-1)

13% less capital invested

Capital invested by funds: $402M → $348M (-$54.1M)

29% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 35

Holders
90
Holders Change
-1
Holders Change %
-1.1%
% of All Funds
2.59%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
13
Increased
25
Reduced
35
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FIG
1
Fortress Investment Group
New York
$149M
Boston Partners
2
Boston Partners
Massachusetts
$19M -$72.9K -4,778 -0.4%
Deutsche Bank
3
Deutsche Bank
Germany
$18.8M -$1.94M -127,305 -9%
TC
4
Talkot Capital
California
$16.3M -$132K -8,642 -0.7%
Vanguard Group
5
Vanguard Group
Pennsylvania
$14.8M +$284K +18,623 +2%
RA
6
Royce & Associates
New York
$10.2M +$3.17M +207,849 +40%
APG Asset Management
7
APG Asset Management
Netherlands
$10.2M
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$7.92M +$556K +36,436 +7%
Federated Hermes
9
Federated Hermes
Pennsylvania
$7.85M -$275K -18,000 -3%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$7.27M -$116K -7,600 -1%
SRC
11
Shufro Rose & Co
New York
$7.21M -$24.4K -1,600 -0.3%
CCM
12
Castine Capital Management
Massachusetts
$7.17M -$888K -58,140 -10%
BFA
13
BlackRock Fund Advisors
California
$6.56M +$86.1K +5,639 +1%
KCM
14
Kennedy Capital Management
Missouri
$6.24M -$303K -19,817 -4%
BIT
15
BlackRock Institutional Trust
California
$5.52M -$1.09M -71,657 -15%
WI
16
WHV Investments
California
$3.81M -$725K -47,500 -15%
Norges Bank
17
Norges Bank
Norway
$3.49M +$1.89M +123,800 +100%
State Street
18
State Street
Massachusetts
$3.43M -$9.8K -642 -0.3%
MCM
19
Maltese Capital Management
New York
$3.17M +$382K +25,000 +13%
KKRC
20
Kohlberg Kravis Roberts & Co
New York
$3.16M +$1.69M +110,646 +98%
ClearBridge Investments
21
ClearBridge Investments
New York
$2.92M -$81.9K -5,368 -3%
Alyeska Investment Group
22
Alyeska Investment Group
Illinois
$2.77M +$267K +17,479 +10%
Northern Trust
23
Northern Trust
Illinois
$2.64M -$374K -24,527 -12%
Wells Fargo
24
Wells Fargo
California
$1.98M -$63.6K -4,167 -3%
SC
25
Seawolf Capital
New York
$1.89M

WD Hedge Fund Activity: Q2 2014 in Review

90 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Walker & Dunlop (WD) for Q2 2014, worth a combined $348M — down 13% from $402M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of WD and 13 opened new positions — a net loss of 1 holder — while 35 trimmed existing stakes and 25 added.

The largest buyer was Royce & Associates, adding an estimated $3.17M. The largest seller was Deutsche Bank, cutting an estimated $1.94M.

  • 90 institutional investors held Walker & Dunlop (WD) as of Q2 2014, down from 91 in Q1 2014.
  • Funds reported $348M of Walker & Dunlop stock for Q2 2014, down 13% quarter-over-quarter.
  • 13 funds opened new Walker & Dunlop positions in Q2 2014 and 14 closed out, a net change of -1 holder.
  • The largest Walker & Dunlop buyer in Q2 2014 was Royce & Associates, an estimated $3.17M added.
  • The largest Walker & Dunlop seller in Q2 2014 was Deutsche Bank, an estimated $1.94M sold.

Based on aggregated 13F filings for Q2 2014.