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Walker & Dunlop

190 hedge funds and large institutions have $1.02B invested in Walker & Dunlop in 2020 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 69 increasing their positions, 73 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $1.78M | Put options by funds: $1.24M

2.8% more ownership

Funds ownership: 79.21%82% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 73

14% less funds holding

Funds holding: 222190 (-32)

35% less capital invested

Capital invested by funds: $1.58B → $1.02B (-$560M)

56% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 54

Holders
190
Holders Change
-32
Holders Change %
-14.41%
% of All Funds
4.19%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
69
Reduced
73
Closed
54
Calls
$1.78M
Puts
$1.24M
Net Calls
+$543K
Net Calls Change
-$216K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$170M -$3.47M -55,116 -1%
BlackRock
2
BlackRock
New York
$167M +$18.3M +290,242 +8%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$67.4M -$6.73M -106,797 -6%
Ameriprise
4
Ameriprise
Minnesota
$53.2M +$5.32M +84,404 +7%
Boston Partners
5
Boston Partners
Massachusetts
$51.6M +$628K +9,969 +0.8%
Victory Capital Management
6
Victory Capital Management
Texas
$45.3M +$64.3M +1,020,792 +985%
State Street
7
State Street
Massachusetts
$35.2M +$3.91M +62,018 +8%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$20.9M +$32.6M +518,307 +208,995%
Norges Bank
9
Norges Bank
Norway
$17.9M
Geode Capital Management
10
Geode Capital Management
Massachusetts
$17.6M -$1.35M -21,392 -5%
N
11
Nuveen
North Carolina
$16.6M -$10.1M -160,572 -28%
Goldman Sachs
12
Goldman Sachs
New York
$16.2M +$12.8M +203,995 +102%
Northern Trust
13
Northern Trust
Illinois
$16.1M +$205K +3,248 +0.8%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$15.5M -$545K -8,647 -2%
Janus Henderson Group
15
Janus Henderson Group
United Kingdom
$14.2M +$1.39M +22,137 +7%
JP Morgan Chase
16
JP Morgan Chase
New York
$13.7M -$2.31M -36,654 -10%
LSV Asset Management
17
LSV Asset Management
Illinois
$13.3M -$2.36M -37,500 -10%
Grantham, Mayo, Van Otterloo & Co (GMO)
18
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$13.2M +$6.73M +106,904 +48%
Invesco
19
Invesco
Georgia
$11.5M +$9.45M +149,987 +110%
FSCM
20
First Sabrepoint Capital Management
Texas
$11.1M +$3.15M +50,000 +22%
RA
21
Royce & Associates
New York
$10.7M -$882K -14,000 -5%
Charles Schwab
22
Charles Schwab
California
$10.4M +$720K +11,433 +5%
Principal Financial Group
23
Principal Financial Group
Iowa
$8.81M -$566K -8,988 -4%
Brown Advisory
24
Brown Advisory
Maryland
$8.55M -$485K -7,700 -3%
SRC
25
Shufro Rose & Co
New York
$8.37M -$89.1K -1,414 -0.7%

WD Hedge Fund Activity: Q1 2020 in Review

190 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Walker & Dunlop (WD) for Q1 2020, worth a combined $1.02B — down 35% from $1.58B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of WD and 24 opened new positions — a net loss of 30 holders — while 73 trimmed existing stakes and 69 added.

The largest buyer was Victory Capital Management, adding an estimated $64.3M. The largest seller was Arrowstreet Capital, cutting an estimated $13.3M.

  • 190 institutional investors held Walker & Dunlop (WD) as of Q1 2020, down from 222 in Q4 2019.
  • Funds reported $1.02B of Walker & Dunlop stock for Q1 2020, down 35% quarter-over-quarter.
  • 24 funds opened new Walker & Dunlop positions in Q1 2020 and 54 closed out, a net change of -30 holders.
  • The largest Walker & Dunlop buyer in Q1 2020 was Victory Capital Management, an estimated $64.3M added.
  • The largest Walker & Dunlop seller in Q1 2020 was Arrowstreet Capital, an estimated $13.3M sold.

Based on aggregated 13F filings for Q1 2020.