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Walker & Dunlop

225 hedge funds and large institutions have $2.41B invested in Walker & Dunlop in 2021 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 80 increasing their positions, 74 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 21

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

20% more call options, than puts

Call options by funds: $11M | Put options by funds: $9.13M

11% more capital invested

Capital invested by funds: $2.16B → $2.41B (+$245M)

7% more funds holding

Funds holding: 210225 (+15)

8% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 74

0.48% more ownership

Funds ownership: 75.33%75.81% (+0.48%)

Holders
225
Holders Change
+15
Holders Change %
+7.14%
% of All Funds
3.95%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
38
Increased
80
Reduced
74
Closed
21
Calls
$11M
Puts
$9.13M
Net Calls
+$1.87M
Net Calls Change
-$4.55M
Name Holding Trade Value Shares
Change
Change in
Stake
Balyasny Asset Management
226
Balyasny Asset Management
Illinois
-$3.42M -37,113 Closed
Connor, Clark & Lunn Investment Management (CC&L)
227
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$1.62M -17,646 Closed
VIA
228
Vident Investment Advisory
Georgia
-$1.57M -17,052 Closed
AG
229
AlphaSimPlex Group
Massachusetts
-$1.33M -14,483 Closed
JCIA
230
Jackson Creek Investment Advisors
Colorado
-$1.09M -11,869 Closed
MSA
231
Mason Street Advisors
Wisconsin
-$997K -10,830 Closed
ETC
232
Exchange Traded Concepts
Oklahoma
-$570K -6,194 Closed
NA
233
NewEdge Advisors
Louisiana
-$291K -3,164 Closed
DA
234
Denali Advisors
California
-$285K -3,100 Closed
BAM
235
Blueshift Asset Management
New Jersey
-$256K -2,784 Closed
Tudor Investment Corp
236
Tudor Investment Corp
Connecticut
-$253K -2,749 Closed
6M
237
6 Meridian
Kansas
-$210K -2,286 Closed
BCM
238
Bayesian Capital Management
New York
-$206K -2,238 Closed
FTDI
239
First Trust Direct Indexing
Massachusetts
-$100K -1,089 Closed
HIIFS
240
Harel Insurance Investments & Financial Services
Israel
-$296K -1,000 Closed
FFG
241
Fortem Financial Group
California
-$72K -778 Closed
PWPS
242
Pinnacle Wealth Planning Services
Ohio
-$58K -635 Closed
MA
243
MUFG Americas
New York
-$23K -252 Closed
VCG
244
Vantage Consulting Group
Virginia
-$18K -193 Closed
RWA
245
Ropes Wealth Advisors
Massachusetts
-$1K -7 Closed

WD Hedge Fund Activity: Q1 2021 in Review

225 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Walker & Dunlop (WD) for Q1 2021, worth a combined $2.41B — up 11% from $2.16B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new WD positions and 21 closed out — a net gain of 17 holders — while 80 added to existing stakes and 74 trimmed.

The largest buyer was BlackRock, adding an estimated $33.3M. The largest seller was Victory Capital Management, cutting an estimated $25M.

  • 225 institutional investors held Walker & Dunlop (WD) as of Q1 2021, up from 210 in Q4 2020.
  • Funds reported $2.41B of Walker & Dunlop stock for Q1 2021, up 11% quarter-over-quarter.
  • 38 funds opened new Walker & Dunlop positions in Q1 2021 and 21 closed out, a net change of +17 holders.
  • The largest Walker & Dunlop buyer in Q1 2021 was BlackRock, an estimated $33.3M added.
  • The largest Walker & Dunlop seller in Q1 2021 was Victory Capital Management, an estimated $25M sold.

Based on aggregated 13F filings for Q1 2021.