We are live on ! Find out more
WD icon

Walker & Dunlop

101 hedge funds and large institutions have $428M invested in Walker & Dunlop in 2014 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 37 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 10

54% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 24

30% more capital invested

Capital invested by funds: $328M → $428M (+$99.4M)

23% more funds holding

Funds holding: 82101 (+19)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.88% less ownership

Funds ownership: 75.81%73.93% (-1.9%)

Holders
101
Holders Change
+19
Holders Change %
+23.17%
% of All Funds
2.69%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
30
Increased
37
Reduced
24
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FIG
1
Fortress Investment Group
New York
$145M -$36.6M -2,300,000 -22%
Deutsche Bank
2
Deutsche Bank
Germany
$25.9M +$3.43M +215,660 +17%
Vanguard Group
3
Vanguard Group
Pennsylvania
$23.8M +$5.46M +343,438 +34%
Boston Partners
4
Boston Partners
Massachusetts
$22.7M -$1.28M -80,740 -6%
TC
5
Talkot Capital
California
$19.1M -$1.87M -117,891 -10%
RA
6
Royce & Associates
New York
$12.3M -$1.3M -81,800 -10%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$11.9M +$1.68M +105,557 +18%
BIT
8
BlackRock Institutional Trust
California
$9.69M +$2.69M +169,320 +44%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$9.13M +$84.2K +5,300 +1%
BFA
10
BlackRock Fund Advisors
California
$8.89M +$1.14M +71,804 +17%
SRC
11
Shufro Rose & Co
New York
$8.55M -$28.6K -1,800 -0.4%
RFC
12
Russell Frank Company
Washington
$7.52M +$6.75M +424,592 New
KCM
13
Kennedy Capital Management
Missouri
$6.52M -$173K -10,902 -3%
MCM
14
Maltese Capital Management
New York
$6.2M +$1.66M +104,700 +42%
NI
15
Numeric Investors
Massachusetts
$5.37M +$4.86M +305,881 New
Federated Hermes
16
Federated Hermes
Pennsylvania
$5.29M -$3.88M -243,983 -45%
WI
17
WHV Investments
California
$4.71M -$125K -7,840 -3%
Alyeska Investment Group
18
Alyeska Investment Group
Illinois
$4.44M +$1.04M +65,701 +35%
State Street
19
State Street
Massachusetts
$4.39M +$116K +7,285 +3%
SC
20
Seawolf Capital
New York
$4.32M +$3.91M +246,209 New
Morgan Stanley
21
Morgan Stanley
New York
$4.15M +$2.94M +184,824 +358%
JP Morgan Chase
22
JP Morgan Chase
New York
$3.9M +$2.09M +131,649 +145%
ClearBridge Investments
23
ClearBridge Investments
New York
$3.75M -$311K -19,540 -8%
Citadel Advisors
24
Citadel Advisors
Florida
$3.63M +$3.29M +206,847 New
AL
25
AJO LP
Pennsylvania
$3.44M +$3.12M +196,200 New

WD Hedge Fund Activity: Q4 2014 in Review

101 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Walker & Dunlop (WD) for Q4 2014, worth a combined $428M — up 30% from $328M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new WD positions and 10 closed out — a net gain of 20 holders — while 37 added to existing stakes and 24 trimmed.

The largest buyer was Russell Frank Company, opening a new position worth an estimated $6.75M. The largest seller was Fortress Investment Group, cutting an estimated $36.6M.

  • 101 institutional investors held Walker & Dunlop (WD) as of Q4 2014, up from 82 in Q3 2014.
  • Funds reported $428M of Walker & Dunlop stock for Q4 2014, up 30% quarter-over-quarter.
  • 30 funds opened new Walker & Dunlop positions in Q4 2014 and 10 closed out, a net change of +20 holders.
  • The largest Walker & Dunlop buyer in Q4 2014 was Russell Frank Company, an estimated $6.75M added.
  • The largest Walker & Dunlop seller in Q4 2014 was Fortress Investment Group, an estimated $36.6M sold.

Based on aggregated 13F filings for Q4 2014.