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Walker & Dunlop
WD

Overview Fund Activity

253 hedge funds and large institutions have $2.78B invested in Walker & Dunlop in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 95 increasing their positions, 86 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
-10
Holders Change %
-3.8%
% of All Funds
3.68%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
27
Increased
95
Reduced
86
Closed
35
Calls
$7.95M
Puts
$9.79M
Net Calls
-$1.85M
Net Calls Change
-$3.83M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$126M
2
IC
2
Impactive Capital
New York
$142M
3
Victory Capital Management
3
Victory Capital Management
Texas
$104M
4
UBS AM
4
UBS AM
Illinois
$8.37M
5
MDSL
5
M.D. Sass LLC
New York
$18.7M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$81.1M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$180M
3
Amundi
3
Amundi
France
$516K
4
2
4
2Xideas
Switzerland
$0
5
SFA
5
Sequoia Financial Advisors
Ohio
$16.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mitsubishi UFJ Asset Management
226
Mitsubishi UFJ Asset Management
Japan
$4.12K – – –
UB
227
UMB Bank
Missouri
$4.12K +$196 +2 +5%
MTIC
228
Missouri Trust & Investment Company
Missouri
$3.44K – – –
Jones Financial Companies
229
Jones Financial Companies
Missouri
$3.16K +$3.16K +32 New
MPWT
230
MassMutual Private Wealth & Trust
Connecticut
$3.14K – – –
Bessemer Group
231
Bessemer Group
New Jersey
$3K – – –
GWM
232
Geneos Wealth Management
Colorado
$2.46K – – –
BTI
233
Blue Trust Inc
Georgia
$2.43K +$2.43K +24 New
FMII
234
Farmers & Merchants Investments Inc
Nebraska
$2.26K – – –
JWA
235
JFS Wealth Advisors
Pennsylvania
$1.77K – – –
CA
236
Clearstead Advisors
Ohio
$1.61K – – –
AWM
237
Abound Wealth Management
Tennessee
$1.58K – – –
QL
238
Quarry LP
New York
$1.47K -$3.63K -37 -71%
RIL
239
Rothschild Investment LLC
Illinois
$1.47K +$982 +10 +200%
HCP
240
Hexagon Capital Partners
Arkansas
$1.47K +$1.47K +15 New
AF
241
Aviso Financial
Ontario, Canada
$1.47K +$1.47K +15 New
PS
242
Principal Securities
Iowa
$1.28K +$98 +1 +8%
PWMG
243
Private Wealth Management Group
New Jersey
$786 -$1.38K -14 -64%
MCM
244
Manchester Capital Management
Vermont
$688 – – –
BIA
245
Bell Investment Advisors
California
$590 – – –
SIC
246
SJS Investment Consulting
Ohio
$590 – – –
DPW
247
DiNuzzo Private Wealth
Pennsylvania
$590 +$98 +1 +20%
LFG
248
Larson Financial Group
Missouri
$491 +$491 +5 New
ECM
249
Everence Capital Management
Indiana
$398 – – –
IC
250
Innealta Capital
Texas
$295 +$295 +3 New
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