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Walker & Dunlop

222 hedge funds and large institutions have $1.58B invested in Walker & Dunlop in 2019 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 70 increasing their positions, 65 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 22

82% more call options, than puts

Call options by funds: $1.69M | Put options by funds: $930K

15% more capital invested

Capital invested by funds: $1.38B → $1.58B (+$201M)

10% more funds holding

Funds holding: 202222 (+20)

8% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 65

0.84% less ownership

Funds ownership: 80.05%79.21% (-0.84%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
222
Holders Change
+20
Holders Change %
+9.9%
% of All Funds
4.37%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
50
Increased
70
Reduced
65
Closed
22
Calls
$1.69M
Puts
$930K
Net Calls
+$759K
Net Calls Change
+$313K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$277M -$263K -4,157 -0.1%
BlackRock
2
BlackRock
New York
$249M -$25.4M -400,933 -9%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$115M -$3.43M -54,155 -3%
Boston Partners
4
Boston Partners
Massachusetts
$83.4M -$13.7M -216,745 -14%
Ameriprise
5
Ameriprise
Minnesota
$80M +$9.58M +151,475 +14%
State Street
6
State Street
Massachusetts
$52.5M -$2.3M -36,392 -4%
N
7
Nuveen
North Carolina
$37M -$2.96M -46,744 -8%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$29.6M +$526K +8,309 +2%
Norges Bank
9
Norges Bank
Norway
$28.7M
Northern Trust
10
Northern Trust
Illinois
$25.7M -$701K -11,084 -3%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$25.5M -$299K -4,732 -1%
JP Morgan Chase
12
JP Morgan Chase
New York
$24.3M -$7.7M -121,661 -24%
LSV Asset Management
13
LSV Asset Management
Illinois
$23.8M +$3.78M +59,800 +19%
Janus Henderson Group
14
Janus Henderson Group
United Kingdom
$21.5M +$839K +13,266 +4%
RA
15
Royce & Associates
New York
$18.1M -$631K -9,977 -3%
Charles Schwab
16
Charles Schwab
California
$16M +$521K +8,238 +3%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$15.6M +$5.38M +85,101 +54%
Principal Financial Group
18
Principal Financial Group
Iowa
$14.7M -$183K -2,886 -1%
FSCM
19
First Sabrepoint Capital Management
Texas
$14.6M +$5.06M +80,000 +55%
Grantham, Mayo, Van Otterloo & Co (GMO)
20
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$14.4M +$563K +8,900 +4%
Brown Advisory
21
Brown Advisory
Maryland
$14.2M -$12.7K -200 -0.1%
SRC
22
Shufro Rose & Co
New York
$13.5M -$2.07M -32,777 -14%
Goldman Sachs
23
Goldman Sachs
New York
$12.9M +$10M +158,736 +391%
Wells Fargo
24
Wells Fargo
California
$12.7M -$503K -7,951 -4%
Prudential Financial
25
Prudential Financial
New Jersey
$11.9M -$20.1K -317 -0.2%

WD Hedge Fund Activity: Q4 2019 in Review

222 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Walker & Dunlop (WD) for Q4 2019, worth a combined $1.58B — up 15% from $1.38B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new WD positions and 22 closed out — a net gain of 28 holders — while 70 added to existing stakes and 65 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $10M. The largest seller was BlackRock, cutting an estimated $25.4M.

  • 222 institutional investors held Walker & Dunlop (WD) as of Q4 2019, up from 202 in Q3 2019.
  • Funds reported $1.58B of Walker & Dunlop stock for Q4 2019, up 15% quarter-over-quarter.
  • 50 funds opened new Walker & Dunlop positions in Q4 2019 and 22 closed out, a net change of +28 holders.
  • The largest Walker & Dunlop buyer in Q4 2019 was Goldman Sachs, an estimated $10M added.
  • The largest Walker & Dunlop seller in Q4 2019 was BlackRock, an estimated $25.4M sold.

Based on aggregated 13F filings for Q4 2019.