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Walker & Dunlop
WD

Overview Fund Activity

270 hedge funds and large institutions have $3.58B invested in Walker & Dunlop in 2021 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 72 increasing their positions, 88 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
+47
Holders Change %
+21.08%
% of All Funds
4.17%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.14%
New
68
Increased
72
Reduced
88
Closed
19
Calls
$13.4M
Puts
$4.42M
Net Calls
+$9M
Net Calls Change
-$602K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$131M
2
TIM
Thornburg Investment Management
New Mexico
$16.3M
3
BlackRock
BlackRock
New York
$715M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$13.4M
5
LPL Financial
LPL Financial
California
$11.3M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
$69.5M
2
Goldman Sachs
Goldman Sachs
New York
$92.8M
3
MDSL
M.D. Sass LLC
New York
$34.1M
4
Millennium Management
Millennium Management
New York
$3.92M
5
Wells Fargo
Wells Fargo
California
$6.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
226
Strategic Asset Management
Minnesota
$30K – – –
LC
227
Lindbrook Capital
California
$27K – – –
MPWT
228
MassMutual Private Wealth & Trust
Connecticut
$25K +$3.18K +21 +15%
TWA
229
TCI Wealth Advisors
Arizona
$23K – – –
CA
230
Continuum Advisory
Idaho
$22K – – –
APA
231
American Portfolios Advisors
New York
$21.1K – – –
AF
232
Allworth Financial
California
$20K – – –
SOW
233
State of Wyoming
Wyoming
$19K +$19K +128 New
STCOSD
234
Sageworth Trust Company of South Dakota
South Dakota
$17K +$17K +111 New
RA
235
Rise Advisors
New York
$15.6K +$15.6K +103 New
TFA
236
Toth Financial Advisory
Virginia
$15K – – –
ACM
237
Aquatic Capital Management
Illinois
$15K +$15K +100 New
SPIA
238
Steward Partners Investment Advisory
New York
$15K +$15K +100 New
UIA
239
Ulland Investment Advisors
Minnesota
$15K +$15K +100 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
240
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$13K – – –
WAS
241
Winch Advisory Services
Wisconsin
$12K +$12K +82 New
QCG
242
Quadrant Capital Group
Ohio
$10K – – –
Fifth Third Bancorp
243
Fifth Third Bancorp
Ohio
$9K +$3.34K +23 +59%
VRM
244
Vectors Research Management
New York
$8K – – –
HNWA
245
Henrickson Nauta Wealth Advisors
Michigan
$8K +$8K +60 New
Carson Wealth (CWM LLC)
246
Carson Wealth (CWM LLC)
Nebraska
$6K +$6K +43 New
ST
247
Sageworth Trust
Pennsylvania
$5K -$17.1K -116 -77%
Northwestern Mutual Wealth Management
248
Northwestern Mutual Wealth Management
Wisconsin
$5K -$2.35K -16 -32%
MCM
249
Manchester Capital Management
Vermont
$5K – – –
GEA
250
Glen Eagle Advisors
New Jersey
$4.98K +$4.98K +33 New
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10
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