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Walker & Dunlop

202 hedge funds and large institutions have $1.38B invested in Walker & Dunlop in 2019 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 66 increasing their positions, 67 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

33% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 21

23% more call options, than puts

Call options by funds: $2.37M | Put options by funds: $1.93M

5% more capital invested

Capital invested by funds: $1.31B → $1.38B (+$70.6M)

4% more funds holding

Funds holding: 195202 (+7)

0.12% more ownership

Funds ownership: 79.93%80.05% (+0.12%)

1% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 67

Holders
202
Holders Change
+7
Holders Change %
+3.59%
% of All Funds
4.43%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
28
Increased
66
Reduced
67
Closed
21
Calls
$2.37M
Puts
$1.93M
Net Calls
+$446K
Net Calls Change
-$453K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$240M -$3.38M -60,200 -1%
BlackRock
2
BlackRock
New York
$238M +$19.1K +340 +0%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$103M -$314K -5,588 -0.3%
Boston Partners
4
Boston Partners
Massachusetts
$85M -$1.7M -30,312 -2%
Ameriprise
5
Ameriprise
Minnesota
$60.7M -$2.22M -39,625 -4%
State Street
6
State Street
Massachusetts
$47.4M +$912K +16,258 +2%
N
7
Nuveen
North Carolina
$34.6M -$1.43M -25,565 -4%
JP Morgan Chase
8
JP Morgan Chase
New York
$27.8M +$4.23M +75,302 +18%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$25.2M -$1M -17,835 -4%
Norges Bank
10
Norges Bank
Norway
$24.8M
Northern Trust
11
Northern Trust
Illinois
$22.8M +$655K +11,676 +3%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$22.3M -$131K -2,335 -0.6%
Janus Henderson Group
13
Janus Henderson Group
United Kingdom
$17.8M +$121K +2,161 +0.7%
LSV Asset Management
14
LSV Asset Management
Illinois
$17.2M +$3.74M +66,681 +28%
RA
15
Royce & Associates
New York
$16.2M -$130K -2,323 -0.8%
SRC
16
Shufro Rose & Co
New York
$13.5M -$1.13M -20,092 -8%
Charles Schwab
17
Charles Schwab
California
$13.3M +$723K +12,881 +6%
Principal Financial Group
18
Principal Financial Group
Iowa
$12.9M +$129K +2,303 +1%
Brown Advisory
19
Brown Advisory
Maryland
$12.3M
Alyeska Investment Group
20
Alyeska Investment Group
Illinois
$12.3M +$4.32M +76,984 +54%
Grantham, Mayo, Van Otterloo & Co (GMO)
21
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$11.9M +$9.6M +171,000 +406%
Wells Fargo
22
Wells Fargo
California
$11.5M -$694K -12,359 -6%
Prudential Financial
23
Prudential Financial
New Jersey
$10.3M +$2.36M +41,976 +29%
BCM
24
Bridgeway Capital Management
Texas
$9.72M -$224K -4,000 -2%
KCM
25
Kennedy Capital Management
Missouri
$9.62M -$130K -2,313 -1%

WD Hedge Fund Activity: Q3 2019 in Review

202 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Walker & Dunlop (WD) for Q3 2019, worth a combined $1.38B — up 5.4% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new WD positions and 21 closed out — a net gain of 7 holders — while 66 added to existing stakes and 67 trimmed.

The largest buyer was Grantham, Mayo, Van Otterloo & Co (GMO), adding an estimated $9.6M. The largest seller was APG Asset Management, exiting entirely with an estimated $9.03M sold.

  • 202 institutional investors held Walker & Dunlop (WD) as of Q3 2019, up from 195 in Q2 2019.
  • Funds reported $1.38B of Walker & Dunlop stock for Q3 2019, up 5.4% quarter-over-quarter.
  • 28 funds opened new Walker & Dunlop positions in Q3 2019 and 21 closed out, a net change of +7 holders.
  • The largest Walker & Dunlop buyer in Q3 2019 was Grantham, Mayo, Van Otterloo & Co (GMO), an estimated $9.6M added.
  • The largest Walker & Dunlop seller in Q3 2019 was APG Asset Management, an estimated $9.03M sold.

Based on aggregated 13F filings for Q3 2019.