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Walker & Dunlop

187 hedge funds and large institutions have $1.05B invested in Walker & Dunlop in 2018 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 67 increasing their positions, 68 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

37% more call options, than puts

Call options by funds: $1.21M | Put options by funds: $880K

1% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 68

2.38% less ownership

Funds ownership: 80.44%78.06% (-2.4%)

9% less funds holding

Funds holding: 206187 (-19)

21% less capital invested

Capital invested by funds: $1.33B → $1.05B (-$279M)

44% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 41

Holders
187
Holders Change
-19
Holders Change %
-9.22%
% of All Funds
4.17%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
23
Increased
67
Reduced
68
Closed
41
Calls
$1.21M
Puts
$880K
Net Calls
+$326K
Net Calls Change
-$2.17M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$185M -$178K -3,866 -0.1%
BlackRock
2
BlackRock
New York
$180M +$3.63M +79,067 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$79.4M +$621K +13,509 +0.7%
Boston Partners
4
Boston Partners
Massachusetts
$66.8M +$4.38M +95,273 +7%
State Street
5
State Street
Massachusetts
$34.1M -$1.34M -29,266 -4%
APG Asset Management
6
APG Asset Management
Netherlands
$22.1M +$3.62M +78,700 +16%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$21.9M +$1.53M +33,377 +7%
Ameriprise
8
Ameriprise
Minnesota
$19.7M -$1.88M -41,013 -8%
TA
9
Teachers Advisors
New York
$19.7M +$113K +2,451 +0.5%
Norges Bank
10
Norges Bank
Norway
$19.2M +$986K +21,463 +5%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$19M +$1.17M +25,524 +6%
Northern Trust
12
Northern Trust
Illinois
$16.6M -$71.3K -1,552 -0.4%
Janus Henderson Group
13
Janus Henderson Group
United Kingdom
$12.8M +$2.51M +54,583 +23%
SRC
14
Shufro Rose & Co
New York
$12M -$158K -3,437 -1%
Alyeska Investment Group
15
Alyeska Investment Group
Illinois
$11.9M -$4.93M -107,243 -28%
RA
16
Royce & Associates
New York
$11.9M +$917K +19,945 +8%
Prudential Financial
17
Prudential Financial
New Jersey
$11.7M -$1.85M -40,206 -13%
Principal Financial Group
18
Principal Financial Group
Iowa
$11.1M -$76.7K -1,669 -0.6%
PAM
19
Panagora Asset Management
Massachusetts
$11M -$1.14M -24,795 -9%
Renaissance Technologies
20
Renaissance Technologies
New York
$10.3M +$6.41M +139,400 +142%
Brown Advisory
21
Brown Advisory
Maryland
$10.1M -$641K -13,944 -6%
Connor, Clark & Lunn Investment Management (CC&L)
22
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$9.61M -$470K -10,225 -4%
MVP
23
Miller Value Partners
Florida
$8.65M
Charles Schwab
24
Charles Schwab
California
$8.37M +$583K +12,694 +7%
KCM
25
Kennedy Capital Management
Missouri
$8.1M -$611K -13,301 -7%

WD Hedge Fund Activity: Q4 2018 in Review

187 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Walker & Dunlop (WD) for Q4 2018, worth a combined $1.05B — down 21% from $1.33B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of WD and 23 opened new positions — a net loss of 18 holders — while 68 trimmed existing stakes and 67 added.

The largest buyer was Renaissance Technologies, adding an estimated $6.41M. The largest seller was Kestrel Investment Management, exiting entirely with an estimated $7M sold.

  • 187 institutional investors held Walker & Dunlop (WD) as of Q4 2018, down from 206 in Q3 2018.
  • Funds reported $1.05B of Walker & Dunlop stock for Q4 2018, down 21% quarter-over-quarter.
  • 23 funds opened new Walker & Dunlop positions in Q4 2018 and 41 closed out, a net change of -18 holders.
  • The largest Walker & Dunlop buyer in Q4 2018 was Renaissance Technologies, an estimated $6.41M added.
  • The largest Walker & Dunlop seller in Q4 2018 was Kestrel Investment Management, an estimated $7M sold.

Based on aggregated 13F filings for Q4 2018.