We are live on ! Find out more
WD icon

Walker & Dunlop

109 hedge funds and large institutions have $378M invested in Walker & Dunlop in 2015 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 52 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

9,157% more call options, than puts

Call options by funds: $4.91M | Put options by funds: $53K

100% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 26

62% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 13

8% more funds holding

Funds holding: 101109 (+8)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4.02% less ownership

Funds ownership: 73.93%69.9% (-4%)

12% less capital invested

Capital invested by funds: $428M → $378M (-$49.7M)

Holders
109
Holders Change
+8
Holders Change %
+7.92%
% of All Funds
2.91%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
21
Increased
52
Reduced
26
Closed
13
Calls
$4.91M
Puts
$53K
Net Calls
+$4.85M
Net Calls Change
+$4.85M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$35.4M +$10.9M +641,098 +47%
Deutsche Bank
2
Deutsche Bank
Germany
$26.6M +$414K +24,414 +2%
SC
3
Seawolf Capital
New York
$25.6M +$20.4M +1,199,469 +487%
Boston Partners
4
Boston Partners
Massachusetts
$22.2M -$740K -43,561 -3%
TC
5
Talkot Capital
California
$20.6M +$1.24M +73,234 +7%
Alyeska Investment Group
6
Alyeska Investment Group
Illinois
$16.8M +$11.8M +695,229 +275%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$14.8M +$2.63M +155,088 +23%
EA
8
Emerald Advisers
Pennsylvania
$13.1M +$11.3M +665,779 New
EMFAT
9
Emerald Mutual Fund Advisers Trust
Pennsylvania
$10.9M +$9.47M +557,911 New
BIT
10
BlackRock Institutional Trust
California
$10.9M +$1.06M +62,172 +11%
RA
11
Royce & Associates
New York
$10.7M -$1.62M -95,200 -14%
Citadel Advisors
12
Citadel Advisors
Florida
$9.34M +$5.43M +319,794 +155%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$9.31M +$76.2K +4,490 +0.9%
NI
14
Numeric Investors
Massachusetts
$8.7M +$3.14M +184,824 +60%
SRC
15
Shufro Rose & Co
New York
$8.51M -$126K -7,400 -2%
BFA
16
BlackRock Fund Advisors
California
$8.35M -$614K -36,148 -7%
KCM
17
Kennedy Capital Management
Missouri
$8.1M +$1.45M +85,230 +23%
PI
18
Putnam Investments
Massachusetts
$7.14M +$5.17M +304,301 +309%
Prudential Financial
19
Prudential Financial
New Jersey
$5.88M +$3.85M +227,021 +217%
MCM
20
Maltese Capital Management
New York
$5.74M -$513K -30,200 -9%
LCM
21
Laurion Capital Management
New York
$5.25M +$5.03M +296,300 New
State Street
22
State Street
Massachusetts
$5.18M +$711K +41,897 +17%
Federated Hermes
23
Federated Hermes
Pennsylvania
$4.96M -$368K -21,700 -7%
Morgan Stanley
24
Morgan Stanley
New York
$4.45M +$250K +14,727 +6%
JP Morgan Chase
25
JP Morgan Chase
New York
$4.21M +$261K +15,375 +7%

WD Hedge Fund Activity: Q1 2015 in Review

109 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Walker & Dunlop (WD) for Q1 2015, worth a combined $378M — down 12% from $428M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new WD positions and 13 closed out — a net gain of 8 holders — while 52 added to existing stakes and 26 trimmed.

The largest buyer was Seawolf Capital, adding an estimated $20.4M. The largest seller was Fortress Investment Group, exiting entirely with an estimated $145M sold.

  • 109 institutional investors held Walker & Dunlop (WD) as of Q1 2015, up from 101 in Q4 2014.
  • Funds reported $378M of Walker & Dunlop stock for Q1 2015, down 12% quarter-over-quarter.
  • 21 funds opened new Walker & Dunlop positions in Q1 2015 and 13 closed out, a net change of +8 holders.
  • The largest Walker & Dunlop buyer in Q1 2015 was Seawolf Capital, an estimated $20.4M added.
  • The largest Walker & Dunlop seller in Q1 2015 was Fortress Investment Group, an estimated $145M sold.

Based on aggregated 13F filings for Q1 2015.