We are live on ! Find out more
WD icon

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

Rank Fund Capital Flow
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

Rank Fund Capital Flow
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
GEA
251
Glen Eagle Advisors
New Jersey
$4.98K +$4.6K +33 New
BFC
252
Bedel Financial Consulting
Indiana
$4K – – –
TFO
253
Tarbox Family Office
California
$4K – – –
National Bank of Canada
254
National Bank of Canada
Quebec, Canada
$4K +$3.48K +25 New
SWM
255
Sugarloaf Wealth Management
Georgia
$3K – – –
CA
256
CoreCap Advisors
Michigan
$3K +$2.79K +20 New
MTWM
257
Masso Torrence Wealth Management
New Jersey
$3K +$2.79K +20 New
Manulife (Manufacturers Life Insurance)
258
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.23K -$12.8K -92 -0.6%
CA
259
Clearstead Advisors
Ohio
$2K – – –
PA
260
Parallel Advisors
California
$2K – – –
MTIC
261
Missouri Trust & Investment Company
Missouri
$2K +$1.39K +10 New
Federated Hermes
262
Federated Hermes
Pennsylvania
$2K +$1.53K +11 New
JWA
263
JFS Wealth Advisors
Pennsylvania
$2K +$1.67K +12 New
MFAM
264
Motley Fool Asset Management
Virginia
$2K +$1.95K +14 New
MGIM
265
M&G Investment Management
United Kingdom
$1.67K +$1.54M +11,031 New
FPS
266
Fieldpoint Private Securities
Connecticut
$1K – – –
KTC
267
Kistler-Tiffany Companies
Pennsylvania
$1K – – –
S
268
SignatureFD
Georgia
$1K +$697 +5 New
CT
269
Cambridge Trust
Massachusetts
$1K +$836 +6 New
C
270
Covestor
United Kingdom
$1K +$836 +6 New
SC
271
Schubert & Co
Texas
$1K +$1.11K +8 New
LSV Asset Management
272
LSV Asset Management
Illinois
– -$5.31M -46,800 Closed
Renaissance Technologies
273
Renaissance Technologies
New York
– -$2.93M -25,800 Closed
E
274
Ergoteles
New York
– -$1.53M -13,500 Closed
HF
275
HRT Financial
New York
– -$1.17M -10,276 Closed
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.