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Walker & Dunlop

275 hedge funds and large institutions have $3.12B invested in Walker & Dunlop in 2022 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 98 increasing their positions, 88 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more call options, than puts

Call options by funds: $10.3M | Put options by funds: $2.87M

20% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 30

11% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 88

1% more funds holding

Funds holding: 271275 (+4)

1.19% less ownership

Funds ownership: 74.25%73.05% (-1.2%)

13% less capital invested

Capital invested by funds: $3.58B → $3.12B (-$455M)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
275
Holders Change
+4
Holders Change %
+1.48%
% of All Funds
4.34%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
36
Increased
98
Reduced
88
Closed
30
Calls
$10.3M
Puts
$2.87M
Net Calls
+$7.46M
Net Calls Change
-$1.54M
Name Holding Trade Value Shares
Change
Change in
Stake
SOW
226
State of Wyoming
Wyoming
$45K +$29.9K +218 +170%
TWA
227
TCI Wealth Advisors
Arizona
$43K +$24.2K +176 +117%
SLWA
228
San Luis Wealth Advisors
California
$43K +$39.1K +285 New
C
229
Covestor
United Kingdom
$40K +$41.7K +304 +5,067%
GWM
230
Geneos Wealth Management
Colorado
$38K
JIR
231
James Investment Research
Ohio
$34K +$36.4K +265 New
SAM
232
Strategic Asset Management
Minnesota
$26K
QCG
233
Quadrant Capital Group
Ohio
$25K +$18.1K +132 +203%
LC
234
Lindbrook Capital
California
$24K +$686 +5 +3%
CA
235
Continuum Advisory
Idaho
$21K -$823 -6 -0%
TRCT
236
Tower Research Capital (TRC)
New York
$20K -$20K -146 -48%
MPWT
237
MassMutual Private Wealth & Trust
Connecticut
$19K -$2.88K -21 -13%
APA
238
American Portfolios Advisors
New York
$18.1K
AF
239
Allworth Financial
California
$17K
Nomura Asset Management
240
Nomura Asset Management
Japan
$14.2K +$15.1K +110 New
STCOSD
241
Sageworth Trust Company of South Dakota
South Dakota
$14K
BBHC
242
Brown Brothers Harriman & Co
New York
$14K +$14.4K +105 New
SPIA
243
Steward Partners Investment Advisory
New York
$13K
TFA
244
Toth Financial Advisory
Virginia
$13K
UIA
245
Ulland Investment Advisors
Minnesota
$13K
RA
246
Rise Advisors
New York
$11K -$2.06K -15 -15%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
247
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$11K
GWS
248
Glassman Wealth Services
Virginia
$11K +$11.5K +84 New
WAS
249
Winch Advisory Services
Wisconsin
$10K -$1.1K -8 -10%
GIA
250
GHP Investment Advisors
Colorado
$10K +$10.3K +75 New

WD Hedge Fund Activity: Q1 2022 in Review

275 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Walker & Dunlop (WD) for Q1 2022, worth a combined $3.12B — down 13% from $3.58B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new WD positions and 30 closed out — a net gain of 6 holders — while 98 added to existing stakes and 88 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $25.5M. The largest seller was Victory Capital Management, cutting an estimated $16.4M.

  • 275 institutional investors held Walker & Dunlop (WD) as of Q1 2022, up from 271 in Q4 2021.
  • Funds reported $3.12B of Walker & Dunlop stock for Q1 2022, down 13% quarter-over-quarter.
  • 36 funds opened new Walker & Dunlop positions in Q1 2022 and 30 closed out, a net change of +6 holders.
  • The largest Walker & Dunlop buyer in Q1 2022 was Fidelity Investments, an estimated $25.5M added.
  • The largest Walker & Dunlop seller in Q1 2022 was Victory Capital Management, an estimated $16.4M sold.

Based on aggregated 13F filings for Q1 2022.