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Walker & Dunlop

184 hedge funds and large institutions have $1.24B invested in Walker & Dunlop in 2020 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 65 increasing their positions, 63 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

22% more capital invested

Capital invested by funds: $1.02B → $1.24B (+$221M)

3% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 63

3% less funds holding

Funds holding: 190184 (-6)

3.37% less ownership

Funds ownership: 82%78.64% (-3.4%)

14% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 35

18% less call options, than puts

Call options by funds: $17.6M | Put options by funds: $21.4M

Holders
184
Holders Change
-6
Holders Change %
-3.16%
% of All Funds
3.77%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
30
Increased
65
Reduced
63
Closed
35
Calls
$17.6M
Puts
$21.4M
Net Calls
-$3.86M
Net Calls Change
-$4.41M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$216M +$4.87M +119,201 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$205M -$7.87M -192,521 -5%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$85.8M +$663K +16,208 +1%
Boston Partners
4
Boston Partners
Massachusetts
$66.1M +$259K +6,325 +0.5%
State Street
5
State Street
Massachusetts
$44.6M +$135K +3,304 +0.4%
Goldman Sachs
6
Goldman Sachs
New York
$44.4M +$19.3M +471,188 +117%
Victory Capital Management
7
Victory Capital Management
Texas
$32.3M -$20M -488,035 -43%
Northern Trust
8
Northern Trust
Illinois
$26.8M +$5.17M +126,395 +32%
Janus Henderson Group
9
Janus Henderson Group
United Kingdom
$24.1M +$4.9M +119,926 +34%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$22.9M +$540K +13,211 +3%
Norges Bank
11
Norges Bank
Norway
$22.6M
Bank of New York Mellon
12
Bank of New York Mellon
New York
$21.7M +$1.68M +41,134 +11%
N
13
Nuveen
North Carolina
$18.2M -$2.18M -53,215 -13%
LSV Asset Management
14
LSV Asset Management
Illinois
$17.6M +$699K +17,100 +5%
FSCM
15
First Sabrepoint Capital Management
Texas
$17M +$2.45M +60,000 +22%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$16.1M +$12.2M +297,877 +1,519%
Grantham, Mayo, Van Otterloo & Co (GMO)
17
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$15.5M -$1.01M -24,600 -7%
RA
18
Royce & Associates
New York
$14.1M +$460K +11,244 +4%
Charles Schwab
19
Charles Schwab
California
$13.4M +$196K +4,803 +2%
Brown Advisory
20
Brown Advisory
Maryland
$12.9M +$1.66M +40,616 +19%
Principal Financial Group
21
Principal Financial Group
Iowa
$11M -$69.6K -1,702 -0.8%
HCM
22
Harspring Capital Management
New York
$10.9M +$8.76M +214,316 New
Wells Fargo
23
Wells Fargo
California
$10.7M +$1.03M +25,277 +14%
JP Morgan Chase
24
JP Morgan Chase
New York
$10.7M -$5.26M -128,558 -38%
NSGL
25
No Street GP LP
California
$10.7M +$2.66M +65,000 +45%

WD Hedge Fund Activity: Q2 2020 in Review

184 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Walker & Dunlop (WD) for Q2 2020, worth a combined $1.24B — up 22% from $1.02B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of WD and 30 opened new positions — a net loss of 5 holders — while 63 trimmed existing stakes and 65 added.

The largest buyer was Goldman Sachs, adding an estimated $19.3M. The largest seller was Ameriprise, cutting an estimated $46.4M.

  • 184 institutional investors held Walker & Dunlop (WD) as of Q2 2020, down from 190 in Q1 2020.
  • Funds reported $1.24B of Walker & Dunlop stock for Q2 2020, up 22% quarter-over-quarter.
  • 30 funds opened new Walker & Dunlop positions in Q2 2020 and 35 closed out, a net change of -5 holders.
  • The largest Walker & Dunlop buyer in Q2 2020 was Goldman Sachs, an estimated $19.3M added.
  • The largest Walker & Dunlop seller in Q2 2020 was Ameriprise, an estimated $46.4M sold.

Based on aggregated 13F filings for Q2 2020.