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Walker & Dunlop
WD

Overview Fund Activity

234 hedge funds and large institutions have $2.38B invested in Walker & Dunlop in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 96 increasing their positions, 78 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
-41
Holders Change %
-14.91%
% of All Funds
3.96%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
19
Increased
96
Reduced
78
Closed
54
Calls
$4.82M
Puts
$6.15M
Net Calls
-$1.33M
Net Calls Change
-$8.78M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$206M
2
Vanguard Group
Vanguard Group
Pennsylvania
$378M
3
2
2Xideas
Switzerland
$10M
4
MDSL
M.D. Sass LLC
New York
$31.5M
5
P2P
Phase 2 Partners
California
$6.4M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$32.3M
2
GA
GRS Advisors
Illinois
$0
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$0
4
Victory Capital Management
Victory Capital Management
Texas
$24M
5
LPL Financial
LPL Financial
California
$471K
Name Holding Trade Value Shares
Change 		Shares
Change %
MGIM
226
M&G Investment Management
United Kingdom
$1.12K +$57 +590 +5%
KTC
227
Kistler-Tiffany Companies
Pennsylvania
$1K – – –
MTIC
228
Missouri Trust & Investment Company
Missouri
$1K – – –
CA
229
Clearstead Advisors
Ohio
$1K – – –
BTI
230
Blue Trust Inc
Georgia
$1K +$1K +9 New
SFG
231
Steward Financial Group
Texas
$1K +$1K +18 New
Bank of Montreal
232
Bank of Montreal
Ontario, Canada
$307 -$500 -5,040 -62%
GA
233
GRS Advisors
Illinois
– -$14.8M -114,536 Closed
Assenagon Asset Management
234
Assenagon Asset Management
Luxembourg
– -$9.24M -71,404 Closed
RA
235
Royce & Associates
New York
– -$7.28M -56,234 Closed
MPAM
236
Monarch Partners Asset Management
Massachusetts
– -$3.26M -25,154 Closed
AG
237
Algert Global
California
– -$3.06M -23,620 Closed
EGI
238
EAM Global Investors
California
– -$2.03M -15,697 Closed
CIP
239
Chartwell Investment Partners
Pennsylvania
– -$1.89M -14,562 Closed
Qube Research & Technologies (QRT)
240
Qube Research & Technologies (QRT)
United Kingdom
– -$1.76M -13,597 Closed
Federated Hermes
241
Federated Hermes
Pennsylvania
– -$1.42M -10,963 Closed
DTL
242
Dynamic Technology Lab
Singapore
– -$1.08M -8,350 Closed
FFA
243
First Foundation Advisors
California
– -$855K -6,604 Closed
WFC
244
Western Financial Corp
California
– -$830K -6,412 Closed
GCP
245
GSA Capital Partners
United Kingdom
– -$723K -5,583 Closed
Man Group
246
Man Group
United Kingdom
– -$572K -4,421 Closed
Squarepoint
247
Squarepoint
New York
– -$550K -4,250 Closed
AWS
248
Atria Wealth Solutions
New York
– -$533K -4,119 Closed
HIS
249
Harvest Investment Services
Illinois
– -$507K -3,922 Closed
William Blair & Company
250
William Blair & Company
Illinois
– -$340K -2,630 Closed
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