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Walker & Dunlop
WD

Overview Fund Activity

271 hedge funds and large institutions have $3.13B invested in Walker & Dunlop in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 107 increasing their positions, 78 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
+18
Holders Change %
+7.11%
% of All Funds
3.92%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
39
Increased
107
Reduced
78
Closed
20
Calls
$8.63M
Puts
$9.04M
Net Calls
-$404K
Net Calls Change
+$1.44M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$139M
2
Victory Capital Management
Victory Capital Management
Texas
$161M
3
Amundi
Amundi
France
$17.9M
4
American Century Companies
American Century Companies
Missouri
$55.9M
5
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$10.9M

Top Sellers

1
IC
Impactive Capital
New York
$0
2
Boston Partners
Boston Partners
Massachusetts
$0
3
SFA
Sequoia Financial Advisors
Ohio
$0
4
BlackRock
BlackRock
New York
$570M
5
Bank of America
Bank of America
North Carolina
$58.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
226
Versant Capital Management
Arizona
$22.8K – – –
PA
227
Parallel Advisors
California
$22.8K – – –
CTA
228
Colonial Trust Advisors
South Carolina
$22.7K -$11.6K -102 -34%
SC
229
SouthState Corp
Florida
$22.7K – – –
Fifth Third Bancorp
230
Fifth Third Bancorp
Ohio
$20.8K +$2.95K +26 +17%
RA
231
Rise Advisors
New York
$20.7K +$227 +2 +1%
AF
232
Allworth Financial
California
$16.7K +$4.67K +41 +39%
MSG
233
Main Street Group
Virginia
$16.1K – – –
FFA
234
Farther Finance Advisors
California
$13.7K +$5.2K +46 +61%
BF
235
BOK Financial
Oklahoma
$12.4K +$12.4K +111 New
TFA
236
Toth Financial Advisory
Virginia
$11.4K – – –
HWM
237
Hemington Wealth Management
Virginia
$11K +$11K +102 New
Bessemer Group
238
Bessemer Group
New Jersey
$10K +$6.55K +57 +190%
CA
239
Continuum Advisory
Idaho
$9.9K – – –
UB
240
UMB Bank
Missouri
$9.77K +$5K +44 +105%
Jones Financial Companies
241
Jones Financial Companies
Missouri
$9.25K +$5.69K +51 +159%
C
242
Covestor
United Kingdom
$9K – – –
GIA
243
GHP Investment Advisors
Colorado
$8.52K – – –
LC
244
Lindbrook Capital
California
$6.7K -$1.93K -17 -22%
AAP
245
Arax Advisory Partners
Colorado
$6.48K – – –
MPWT
246
MassMutual Private Wealth & Trust
Connecticut
$6.25K +$2.61K +23 +72%
SCM
247
Sterling Capital Management
North Carolina
$6.25K +$6.25K +55 New
MTIC
248
Missouri Trust & Investment Company
Missouri
$3.98K – – –
PFBT
249
Parkside Financial Bank & Trust
Missouri
$3.75K -$47.3K -416 -93%
GRP
250
Global Retirement Partners
California
$3.41K -$2.73K -24 -44%
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