Walker & Dunlop
150 hedge funds and large institutions have $636M invested in Walker & Dunlop in 2015 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 64 increasing their positions, 44 reducing their positions, and 27 closing their positions.
45% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 44
3.81% more ownership
Funds ownership: 76.25% → 80.05% (+3.8%)
3% more capital invested
Capital invested by funds: $617M → $636M (+$19.2M)
7% less first-time investments, than exits
New positions opened: 25 | Existing positions closed: 27
3% less funds holding
Funds holding: 154 → 150 (-4)
51% less call options, than puts
Call options by funds: $973K | Put options by funds: $1.97M
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$17.9M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$15.9M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$5.88M |
| 4 |
Morgan Stanley
New York
|
+$5.82M |
| 5 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$5.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Seawolf Capital
New York
|
-$9.87M |
| 2 |
PFMOSF
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
-$6.23M |
| 3 |
NI
Numeric Investors
Boston,
Massachusetts
|
-$6.12M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$4.98M |
| 5 |
RFC
Russell Frank Company
Seattle,
Washington
|
-$4.08M |
WD Hedge Fund Activity: Q3 2015 in Review
150 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Walker & Dunlop (WD) for Q3 2015, worth a combined $636M — up 3.1% from $617M a quarter earlier.
Sellers outnumbered buyers: 27 funds closed out of WD and 25 opened new positions — a net loss of 2 holders — while 44 trimmed existing stakes and 64 added.
The largest buyer was JP Morgan Chase, adding an estimated $17.9M. The largest seller was Seawolf Capital, cutting an estimated $9.87M.
- 150 institutional investors held Walker & Dunlop (WD) as of Q3 2015, down from 154 in Q2 2015.
- Funds reported $636M of Walker & Dunlop stock for Q3 2015, up 3.1% quarter-over-quarter.
- 25 funds opened new Walker & Dunlop positions in Q3 2015 and 27 closed out, a net change of -2 holders.
- The largest Walker & Dunlop buyer in Q3 2015 was JP Morgan Chase, an estimated $17.9M added.
- The largest Walker & Dunlop seller in Q3 2015 was Seawolf Capital, an estimated $9.87M sold.
Based on aggregated 13F filings for Q3 2015.