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Walker & Dunlop

210 hedge funds and large institutions have $2.16B invested in Walker & Dunlop in 2020 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 47 increasing their positions, 85 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more call options, than puts

Call options by funds: $8.71M | Put options by funds: $2.29M

117% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 23

71% more capital invested

Capital invested by funds: $1.26B → $2.16B (+$899M)

14% more funds holding

Funds holding: 184210 (+26)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.52% less ownership

Funds ownership: 76.85%75.33% (-1.5%)

45% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 85

Holders
210
Holders Change
+26
Holders Change %
+14.13%
% of All Funds
3.72%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
50
Increased
47
Reduced
85
Closed
23
Calls
$8.71M
Puts
$2.29M
Net Calls
+$6.42M
Net Calls Change
+$10.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$416M +$26.1M +352,168 +8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$331M -$8.5M -114,760 -3%
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$148M +$68.7M +926,563 +135%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$137M -$6.83M -92,110 -6%
State Street
5
State Street
Massachusetts
$94.1M +$12.4M +166,868 +20%
Victory Capital Management
6
Victory Capital Management
Texas
$93.6M +$11.7M +158,294 +18%
Goldman Sachs
7
Goldman Sachs
New York
$66.2M -$14.7M -198,684 -22%
Boston Partners
8
Boston Partners
Massachusetts
$65.3M -$40.1M -541,764 -43%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$46.7M +$4.01M +54,104 +12%
Northern Trust
10
Northern Trust
Illinois
$45.5M -$1.25M -16,923 -3%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$43M +$1.58M +21,262 +5%
Norges Bank
12
Norges Bank
Norway
$35.4M -$2.22M -30,012 -7%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$34.7M -$1.93M -26,053 -6%
N
14
Nuveen
North Carolina
$26.6M -$754K -10,177 -3%
RA
15
Royce & Associates
New York
$25.8M +$451K +6,081 +2%
Charles Schwab
16
Charles Schwab
California
$24.2M +$180K +2,435 +0.9%
LSV Asset Management
17
LSV Asset Management
Illinois
$24M -$5.63M -76,010 -23%
Brown Advisory
18
Brown Advisory
Maryland
$22.8M -$318K -4,295 -2%
FSCM
19
First Sabrepoint Capital Management
Texas
$22.5M -$4.08M -55,000 -18%
Principal Financial Group
20
Principal Financial Group
Iowa
$18.6M -$455K -6,145 -3%
Wells Fargo
21
Wells Fargo
California
$17.5M -$883K -11,913 -6%
JP Morgan Chase
22
JP Morgan Chase
New York
$16.7M +$448K +6,050 +3%
Grantham, Mayo, Van Otterloo & Co (GMO)
23
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$13.4M -$11.8M -159,700 -52%
Morgan Stanley
24
Morgan Stanley
New York
$13.3M +$2.79M +37,707 +35%
SRC
25
Shufro Rose & Co
New York
$13.2M -$3.18M -42,945 -23%

WD Hedge Fund Activity: Q4 2020 in Review

210 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Walker & Dunlop (WD) for Q4 2020, worth a combined $2.16B — up 71% from $1.26B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new WD positions and 23 closed out — a net gain of 27 holders — while 47 added to existing stakes and 85 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $68.7M. The largest seller was Boston Partners, cutting an estimated $40.1M.

  • 210 institutional investors held Walker & Dunlop (WD) as of Q4 2020, up from 184 in Q3 2020.
  • Funds reported $2.16B of Walker & Dunlop stock for Q4 2020, up 71% quarter-over-quarter.
  • 50 funds opened new Walker & Dunlop positions in Q4 2020 and 23 closed out, a net change of +27 holders.
  • The largest Walker & Dunlop buyer in Q4 2020 was Janus Henderson Group, an estimated $68.7M added.
  • The largest Walker & Dunlop seller in Q4 2020 was Boston Partners, an estimated $40.1M sold.

Based on aggregated 13F filings for Q4 2020.