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Walker & Dunlop

190 hedge funds and large institutions have $1.18B invested in Walker & Dunlop in 2017 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 68 increasing their positions, 68 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 13

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

13% more funds holding

Funds holding: 168190 (+22)

12% more capital invested

Capital invested by funds: $1.05B → $1.18B (+$125M)

0% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 68

4.79% less ownership

Funds ownership: 81.9%77.11% (-4.8%)

46% less call options, than puts

Call options by funds: $1.58M | Put options by funds: $2.93M

Holders
190
Holders Change
+22
Holders Change %
+13.1%
% of All Funds
4.74%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
35
Increased
68
Reduced
68
Closed
13
Calls
$1.58M
Puts
$2.93M
Net Calls
-$1.34M
Net Calls Change
-$3.86M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$185M +$17.4M +374,119 +11%
BlackRock
2
BlackRock
New York
$181M -$22.5M -481,581 -12%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$88.6M +$60.1K +1,290 +0.1%
Boston Partners
4
Boston Partners
Massachusetts
$62.3M -$17.8M -381,470 -23%
JP Morgan Chase
5
JP Morgan Chase
New York
$48.8M -$563K -12,070 -1%
State Street
6
State Street
Massachusetts
$33.2M +$1.63M +34,910 +5%
Victory Capital Management
7
Victory Capital Management
Texas
$30.3M -$9.25M -198,422 -24%
TA
8
Teachers Advisors
New York
$25.2M +$2.83M +60,675 +13%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$18.4M -$2.19M -46,972 -11%
Prudential Financial
10
Prudential Financial
New Jersey
$17.8M -$2.45M -52,440 -13%
Northern Trust
11
Northern Trust
Illinois
$17.8M +$1.15M +24,768 +7%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$17.6M -$2.49M -53,359 -13%
SRC
13
Shufro Rose & Co
New York
$17.5M -$2.99M -64,035 -15%
Ameriprise
14
Ameriprise
Minnesota
$16.5M -$3.44M -73,683 -18%
Invesco
15
Invesco
Georgia
$15.1M +$972K +20,855 +7%
Deutsche Bank
16
Deutsche Bank
Germany
$14.2M -$415K -8,901 -3%
PAM
17
Panagora Asset Management
Massachusetts
$13.8M -$401K -8,590 -3%
KCM
18
Kennedy Capital Management
Missouri
$12.9M -$2.98M -63,850 -19%
Brown Advisory
19
Brown Advisory
Maryland
$12.9M -$38.2K -820 -0.3%
Principal Financial Group
20
Principal Financial Group
Iowa
$11.6M +$1.29M +27,754 +13%
MCM
21
Matarin Capital Management
New York
$11.6M +$26.8K +575 +0.2%
Connor, Clark & Lunn Investment Management (CC&L)
22
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$11.4M -$787K -16,875 -7%
NAP
23
New Amsterdam Partners
New York
$10.8M -$254K -5,455 -2%
BCM
24
Bridgeway Capital Management
Texas
$10.5M +$3.56M +76,400 +55%
RA
25
Royce & Associates
New York
$9.71M -$909K -19,500 -9%