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Walker & Dunlop

184 hedge funds and large institutions have $1.26B invested in Walker & Dunlop in 2020 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 51 increasing their positions, 75 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 25

2% more capital invested

Capital invested by funds: $1.24B → $1.26B (+$24.7M)

0% more funds holding

Funds holding: 184184 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.79% less ownership

Funds ownership: 78.64%76.85% (-1.8%)

30% less call options, than puts

Call options by funds: $8.92M | Put options by funds: $12.8M

32% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 75

Holders
184
Holders Change
Holders Change %
0%
% of All Funds
3.71%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
27
Increased
51
Reduced
75
Closed
25
Calls
$8.92M
Puts
$12.8M
Net Calls
-$3.83M
Net Calls Change
+$33K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$221M -$4.81M -91,719 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$197M -$17.1M -325,658 -8%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$83.7M -$5.78M -110,111 -7%
Boston Partners
4
Boston Partners
Massachusetts
$66.3M -$2.85M -54,359 -4%
Goldman Sachs
5
Goldman Sachs
New York
$48.7M +$2.31M +44,104 +5%
Victory Capital Management
6
Victory Capital Management
Texas
$45.5M +$11.7M +222,234 +35%
State Street
7
State Street
Massachusetts
$45.3M -$1.15M -21,921 -2%
Janus Henderson Group
8
Janus Henderson Group
United Kingdom
$36.3M +$11M +209,738 +44%
Northern Trust
9
Northern Trust
Illinois
$27.1M -$822K -15,662 -3%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$24M +$7.11M +135,566 +43%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$23.6M -$236K -4,504 -1%
Norges Bank
12
Norges Bank
Norway
$22M -$1.56M -29,779 -7%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$21.4M -$1.23M -23,452 -5%
LSV Asset Management
14
LSV Asset Management
Illinois
$17.9M -$540K -10,300 -3%
Grantham, Mayo, Van Otterloo & Co (GMO)
15
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$16.2M +$78.5K +1,496 +0.5%
FSCM
16
First Sabrepoint Capital Management
Texas
$15.9M -$1.84M -35,000 -10%
N
17
Nuveen
North Carolina
$15.9M -$3.11M -59,322 -17%
RA
18
Royce & Associates
New York
$14.6M -$143K -2,728 -1%
Charles Schwab
19
Charles Schwab
California
$13.8M -$147K -2,795 -1%
Brown Advisory
20
Brown Advisory
Maryland
$13.3M -$67.6K -1,289 -0.5%
Principal Financial Group
21
Principal Financial Group
Iowa
$11M -$463K -8,828 -4%
Wells Fargo
22
Wells Fargo
California
$10.7M -$523K -9,975 -5%
SRC
23
Shufro Rose & Co
New York
$9.86M -$488K -9,300 -5%
Deutsche Bank
24
Deutsche Bank
Germany
$9.8M -$1.3M -24,843 -12%
MAP
25
Moody Aldrich Partners
Massachusetts
$9.25M +$168K +3,198 +2%

WD Hedge Fund Activity: Q3 2020 in Review

184 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Walker & Dunlop (WD) for Q3 2020, worth a combined $1.26B — up 2% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new WD positions and 25 closed out — a net gain of 2 holders — while 51 added to existing stakes and 75 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $11.7M. The largest seller was Vanguard Group, cutting an estimated $17.1M.

  • 184 institutional investors held Walker & Dunlop (WD) as of Q3 2020, unchanged from Q2 2020.
  • Funds reported $1.26B of Walker & Dunlop stock for Q3 2020, up 2% quarter-over-quarter.
  • 27 funds opened new Walker & Dunlop positions in Q3 2020 and 25 closed out, a net change of +2 holders.
  • The largest Walker & Dunlop buyer in Q3 2020 was Victory Capital Management, an estimated $11.7M added.
  • The largest Walker & Dunlop seller in Q3 2020 was Vanguard Group, an estimated $17.1M sold.

Based on aggregated 13F filings for Q3 2020.