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Walker & Dunlop

144 hedge funds and large institutions have $762M invested in Walker & Dunlop in 2016 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 63 increasing their positions, 35 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more call options, than puts

Call options by funds: $1.36M | Put options by funds: $529K

80% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 35

30% more capital invested

Capital invested by funds: $588M → $762M (+$175M)

16% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 19

3.41% more ownership

Funds ownership: 76.01%79.42% (+3.4%)

0% more funds holding

Funds holding: 144144 (0)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
144
Holders Change
Holders Change %
0%
% of All Funds
3.6%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
22
Increased
63
Reduced
35
Closed
19
Calls
$1.36M
Puts
$529K
Net Calls
+$833K
Net Calls Change
+$2.14M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$110M +$4.19M +149,365 +4%
BFA
2
BlackRock Fund Advisors
California
$69.6M +$7.36M +262,649 +13%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$55.2M +$1.04M +37,189 +2%
Boston Partners
4
Boston Partners
Massachusetts
$52.7M -$185K -6,584 -0.4%
BIT
5
BlackRock Institutional Trust
California
$37.5M +$13M +462,189 +62%
JP Morgan Chase
6
JP Morgan Chase
New York
$32.6M +$2.3M +82,040 +9%
Victory Capital Management
7
Victory Capital Management
Texas
$21.6M +$18.4M +654,514 +1,800%
State Street
8
State Street
Massachusetts
$18.8M +$1.6M +56,950 +10%
Prudential Financial
9
Prudential Financial
New Jersey
$16M -$222K -7,911 -2%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$15.9M +$1.86M +66,235 +15%
Ameriprise
11
Ameriprise
Minnesota
$15.2M +$600K +21,407 +5%
Deutsche Bank
12
Deutsche Bank
Germany
$15.2M -$8.06M -287,349 -37%
SRC
13
Shufro Rose & Co
New York
$13.3M -$73.3K -2,616 -0.6%
TA
14
Teachers Advisors
New York
$12.6M +$9.13M +325,594 +410%
KCM
15
Kennedy Capital Management
Missouri
$11.1M +$557K +19,883 +6%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$11M +$1.38M +49,342 +16%
Northern Trust
17
Northern Trust
Illinois
$10.1M +$339K +12,107 +4%
Invesco
18
Invesco
Georgia
$9.96M -$580K -20,690 -6%
Alyeska Investment Group
19
Alyeska Investment Group
Illinois
$8.5M +$7.64M +272,556 New
Brown Advisory
20
Brown Advisory
Maryland
$8.44M -$168K -6,000 -2%
PAM
21
Panagora Asset Management
Massachusetts
$8.35M +$1.17M +41,620 +18%
RA
22
Royce & Associates
New York
$7.53M -$238K -8,500 -3%
Citigroup
23
Citigroup
New York
$7.5M +$562K +20,048 +9%
CAM
24
ClariVest Asset Management
California
$7.09M +$2.08M +74,170 +49%
AL
25
AJO LP
Pennsylvania
$7.02M -$85.5K -3,051 -1%

WD Hedge Fund Activity: Q4 2016 in Review

144 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Walker & Dunlop (WD) for Q4 2016, worth a combined $762M — up 30% from $588M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new WD positions and 19 closed out — a net gain of 3 holders — while 63 added to existing stakes and 35 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $18.4M. The largest seller was Emerald Advisers, exiting entirely with an estimated $12.6M sold.

  • 144 institutional investors held Walker & Dunlop (WD) as of Q4 2016, unchanged from Q3 2016.
  • Funds reported $762M of Walker & Dunlop stock for Q4 2016, up 30% quarter-over-quarter.
  • 22 funds opened new Walker & Dunlop positions in Q4 2016 and 19 closed out, a net change of +3 holders.
  • The largest Walker & Dunlop buyer in Q4 2016 was Victory Capital Management, an estimated $18.4M added.
  • The largest Walker & Dunlop seller in Q4 2016 was Emerald Advisers, an estimated $12.6M sold.

Based on aggregated 13F filings for Q4 2016.