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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 %
RJA
251
Raymond James & Associates
Florida
– -$330K -2,553 Closed
JF
252
Jump Financial
Illinois
– -$330K -2,549 Closed
PP
253
Paloma Partners
Connecticut
– -$314K -2,424 Closed
RFC
254
Regions Financial Corp
Alabama
– -$311K -2,400 Closed
B
255
Bailard
California
– -$311K -2,400 Closed
GCM
256
Graham Capital Management
Connecticut
– -$283K -2,187 Closed
QT
257
Quantamental Technologies
New York
– -$283K -2,185 Closed
Jane Street
258
Jane Street
New York
– -$279K -2,159 Closed
VWM
259
Venturi Wealth Management
Texas
– -$262K -2,025 Closed
CIBC Private Wealth Group
260
CIBC Private Wealth Group
Georgia
– -$259K -2,000 Closed
HIMC
261
Heritage Investors Management Corp
Maryland
– -$259K -2,000 Closed
Neuberger Berman Group
262
Neuberger Berman Group
New York
– -$257K -1,984 Closed
ECM
263
Evergreen Capital Management
Washington
– -$246K -1,897 Closed
SCM
264
Shelton Capital Management
Colorado
– -$241K -1,860 Closed
IAA
265
Independent Advisor Alliance
North Carolina
– -$225K -1,741 Closed
PAMS
266
Pictet Asset Management (Switzerland)
Switzerland
– -$222K -1,713 Closed
YIH
267
Y-Intercept (HK)
Hong Kong
– -$220K -1,698 Closed
Mackenzie Financial
268
Mackenzie Financial
Ontario, Canada
– -$215K -1,659 Closed
BSW
269
Buckingham Strategic Wealth
Missouri
– -$213K -1,645 Closed
SPIO
270
Seven Post Investment Office
California
– -$201K -1,550 Closed
UFF
271
USA Financial Formulas
Michigan
– -$88K -683 Closed
FFA
272
Freedman Financial Associates
Massachusetts
– -$70K -533 Closed
SLWA
273
San Luis Wealth Advisors
California
– -$43K -285 Closed
JIR
274
James Investment Research
Ohio
– -$34K -265 Closed
MPWT
275
MassMutual Private Wealth & Trust
Connecticut
– -$19K -144 Closed
8 9 10
11
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