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Walker & Dunlop
WD

271 hedge funds and large institutions have $3.58B invested in Walker & Dunlop in 2021 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 72 increasing their positions, 88 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

263% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 19

204% more call options, than puts

Call options by funds: $13.4M | Put options by funds: $4.42M

80% more funds holding in top 10

Funds holding in top 10: 5 → 9 (+4)

34% more capital invested

Capital invested by funds: $2.66B → $3.58B (+$917M)

22% more funds holding

Funds holding: 223 → 271 (+48)

0.46% more ownership

Funds ownership: 73.78% → 74.25% (+0.46%)

18% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 88

Holders
271
Holders Change
+48
Holders Change %
+21.52%
% 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
69
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
+$65.2M
2
TIM
Thornburg Investment Management
New Mexico
+$15.1M
3
BlackRock
BlackRock
New York
+$14M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$12.4M
5
LPL Financial
LPL Financial
California
+$9.14M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$48.8M
2
Goldman Sachs
Goldman Sachs
New York
-$18.2M
3
MDSL
M.D. Sass LLC
New York
-$13M
4
Millennium Management
Millennium Management
New York
-$10.9M
5
Wells Fargo
Wells Fargo
California
-$8.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
TFS
226
TrustCore Financial Services
Tennessee
$33K +$139 +1 +0.5%
SAM
227
Strategic Asset Management
Minnesota
$30K – – –
LC
228
Lindbrook Capital
California
$27K – – –
MPWT
229
MassMutual Private Wealth & Trust
Connecticut
$25K +$2.93K +21 +15%
TWA
230
TCI Wealth Advisors
Arizona
$23K – – –
CA
231
Continuum Advisory
Idaho
$22K – – –
APA
232
American Portfolios Advisors
New York
$21.1K – – –
AF
233
Allworth Financial
California
$20K – – –
SOW
234
State of Wyoming
Wyoming
$19K +$17.8K +128 New
STCOSD
235
Sageworth Trust Company of South Dakota
South Dakota
$17K +$15.5K +111 New
RA
236
Rise Advisors
New York
$15.6K +$14.4K +103 New
TFA
237
Toth Financial Advisory
Virginia
$15K – – –
ACM
238
Aquatic Capital Management
Illinois
$15K +$13.9K +100 New
SPIA
239
Steward Partners Investment Advisory
New York
$15K +$13.9K +100 New
UIA
240
Ulland Investment Advisors
Minnesota
$15K +$13.9K +100 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
241
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$13K – – –
WAS
242
Winch Advisory Services
Wisconsin
$12K +$11.4K +82 New
QCG
243
Quadrant Capital Group
Ohio
$10K – – –
Fifth Third Bancorp
244
Fifth Third Bancorp
Ohio
$9K +$3.21K +23 +59%
VRM
245
Vectors Research Management
New York
$8K – – –
HNWA
246
Henrickson Nauta Wealth Advisors
Michigan
$8K +$8.36K +60 New
Carson Wealth (CWM LLC)
247
Carson Wealth (CWM LLC)
Nebraska
$6K +$5.99K +43 New
ST
248
Sageworth Trust
Pennsylvania
$5K -$16.2K -116 -77%
Northwestern Mutual Wealth Management
249
Northwestern Mutual Wealth Management
Wisconsin
$5K -$2.23K -16 -32%
MCM
250
Manchester Capital Management
Vermont
$5K – – –
8 9
10
11 12

WD Hedge Fund Activity: Q4 2021 in Review

271 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Walker & Dunlop (WD) for Q4 2021, worth a combined $3.58B — up 34% from $2.66B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new WD positions and 19 closed out — a net gain of 50 holders — while 72 added to existing stakes and 88 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $65.2M. The largest seller was Victory Capital Management, cutting an estimated $48.8M.

  • 271 institutional investors held Walker & Dunlop (WD) as of Q4 2021, up from 223 in Q3 2021.
  • Funds reported $3.58B of Walker & Dunlop stock for Q4 2021, up 34% quarter-over-quarter.
  • 69 funds opened new Walker & Dunlop positions in Q4 2021 and 19 closed out, a net change of +50 holders.
  • The largest Walker & Dunlop buyer in Q4 2021 was Fidelity Investments, an estimated $65.2M added.
  • The largest Walker & Dunlop seller in Q4 2021 was Victory Capital Management, an estimated $48.8M sold.

Based on aggregated 13F filings for Q4 2021.