We are live on ! Find out more
WD icon

Walker & Dunlop

191 hedge funds and large institutions have $1.19B invested in Walker & Dunlop in 2017 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 74 increasing their positions, 64 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 64

3.36% more ownership

Funds ownership: 77.4%80.76% (+3.4%)

8% less call options, than puts

Call options by funds: $728K | Put options by funds: $794K

2% less funds holding

Funds holding: 195191 (-4)

6% less capital invested

Capital invested by funds: $1.27B → $1.19B (-$75.3M)

13% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 31

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
191
Holders Change
-4
Holders Change %
-2.05%
% of All Funds
4.33%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
27
Increased
74
Reduced
64
Closed
31
Calls
$728K
Puts
$794K
Net Calls
-$66K
Net Calls Change
-$2.69M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$196M +$5.13M +100,564 +2%
BlackRock
2
BlackRock
New York
$171M -$423K -8,303 -0.2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$86.2M +$151K +2,969 +0.2%
Boston Partners
4
Boston Partners
Massachusetts
$72.6M +$24.1M +473,629 +45%
JP Morgan Chase
5
JP Morgan Chase
New York
$34.3M -$6.8M -133,387 -16%
State Street
6
State Street
Massachusetts
$32.7M +$1.19M +23,346 +4%
Victory Capital Management
7
Victory Capital Management
Texas
$28.5M +$5.88M +115,416 +24%
TA
8
Teachers Advisors
New York
$26M +$260K +5,107 +0.9%
Prudential Financial
9
Prudential Financial
New Jersey
$19.5M +$2.13M +41,741 +11%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$17.1M -$1.71M -33,543 -9%
Northern Trust
11
Northern Trust
Illinois
$17M -$190K -3,726 -1%
Alyeska Investment Group
12
Alyeska Investment Group
Illinois
$16.6M +$17.8M +350,000 New
Norges Bank
13
Norges Bank
Norway
$16.3M +$11.2M +218,957 +176%
Ameriprise
14
Ameriprise
Minnesota
$15.8M +$91.6K +1,798 +0.5%
SRC
15
Shufro Rose & Co
New York
$15.4M -$1.07M -20,950 -6%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$15.4M -$2.13M -41,759 -11%
Invesco
17
Invesco
Georgia
$15.3M -$1.25M -24,620 -7%
Goldman Sachs
18
Goldman Sachs
New York
$14.4M -$5.41M -106,185 -26%
Deutsche Bank
19
Deutsche Bank
Germany
$13.6M +$1.19M +23,444 +9%
KCM
20
Kennedy Capital Management
Missouri
$13.4M +$2.06M +40,445 +17%
Brown Advisory
21
Brown Advisory
Maryland
$12.9M +$426K +8,359 +3%
TCIM
22
TIAA CREF Investment Management
New York
$11.9M -$1.31M -25,613 -9%
NAP
23
New Amsterdam Partners
New York
$11.8M -$835K -16,382 -6%
Principal Financial Group
24
Principal Financial Group
Iowa
$11.2M +$182K +3,576 +2%
PAM
25
Panagora Asset Management
Massachusetts
$11.1M -$649K -12,740 -5%

WD Hedge Fund Activity: Q4 2017 in Review

191 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Walker & Dunlop (WD) for Q4 2017, worth a combined $1.19B — down 6% from $1.27B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of WD and 27 opened new positions — a net loss of 4 holders — while 64 trimmed existing stakes and 74 added.

The largest buyer was Boston Partners, adding an estimated $24.1M. The largest seller was Matarin Capital Management, cutting an estimated $8.01M.

  • 191 institutional investors held Walker & Dunlop (WD) as of Q4 2017, down from 195 in Q3 2017.
  • Funds reported $1.19B of Walker & Dunlop stock for Q4 2017, down 6% quarter-over-quarter.
  • 27 funds opened new Walker & Dunlop positions in Q4 2017 and 31 closed out, a net change of -4 holders.
  • The largest Walker & Dunlop buyer in Q4 2017 was Boston Partners, an estimated $24.1M added.
  • The largest Walker & Dunlop seller in Q4 2017 was Matarin Capital Management, an estimated $8.01M sold.

Based on aggregated 13F filings for Q4 2017.