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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
Fifth Third Bancorp
251
Fifth Third Bancorp
Ohio
$8K
VRM
252
Vectors Research Management
New York
$7K
Carson Wealth (CWM LLC)
253
Carson Wealth (CWM LLC)
Nebraska
$6K +$961 +7 +16%
S
254
SignatureFD
Georgia
$6K +$5.76K +42 +840%
MCM
255
Manchester Capital Management
Vermont
$5K
T
256
TCWP
Ohio
$5K +$5.63K +41 New
GEA
257
Glen Eagle Advisors
New Jersey
$4.29K
ST
258
Sageworth Trust
Pennsylvania
$4K
BFC
259
Bedel Financial Consulting
Indiana
$3K
National Bank of Canada
260
National Bank of Canada
Quebec, Canada
$3K
TFO
261
Tarbox Family Office
California
$3K
JWA
262
JFS Wealth Advisors
Pennsylvania
$3K +$1.65K +12 +100%
CA
263
Clearstead Advisors
Ohio
$2K
SWM
264
Sugarloaf Wealth Management
Georgia
$2K
PA
265
Parallel Advisors
California
$2K +$549 +4 +27%
GRP
266
Global Retirement Partners
California
$2K +$2.2K +16 New
CI
267
Cordant Inc
Oregon
$2K +$2.47K +18 New
MGIM
268
M&G Investment Management
United Kingdom
$1.42K
FPS
269
Fieldpoint Private Securities
Connecticut
$1K
KTC
270
Kistler-Tiffany Companies
Pennsylvania
$1K
MTIC
271
Missouri Trust & Investment Company
Missouri
$1K
SC
272
Schubert & Co
Texas
$1K +$137 +1 +13%
DI
273
Disciplined Investments
Oklahoma
$1K +$1.24K +9 New
Macquarie Group
274
Macquarie Group
Australia
$144 +$16.1K +117 +12%
GLA
275
Great Lakes Advisors
Illinois
-$12.3M -81,625 Closed

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.