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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 %
RIL
251
Rothschild Investment LLC
Illinois
$3.41K +$1.7K +15 +100%
GWM
252
Geneos Wealth Management
Colorado
$2.84K – – –
FMII
253
Farmers & Merchants Investments Inc
Nebraska
$2.61K – – –
JWA
254
JFS Wealth Advisors
Pennsylvania
$2.16K +$114 +1 +6%
PS
255
Principal Securities
Iowa
$2.05K +$568 +5 +38%
BCMLT
256
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.05K +$2.05K +18 New
CA
257
Clearstead Advisors
Ohio
$1.88K +$110 +1 +6%
AWM
258
Abound Wealth Management
Tennessee
$1.83K – – –
AF
259
Aviso Financial
Ontario, Canada
$1.7K – – –
HCP
260
Hexagon Capital Partners
Arkansas
$1.59K -$114 -1 -7%
CPA
261
Capital Performance Advisors
California
$1.25K +$1.25K +11 New
PWMG
262
Private Wealth Management Group
New Jersey
$909 – – –
MCM
263
Manchester Capital Management
Vermont
$796 – – –
SIC
264
SJS Investment Consulting
Ohio
$796 +$114 +1 +17%
DPW
265
DiNuzzo Private Wealth
Pennsylvania
$682 – – –
BIA
266
Bell Investment Advisors
California
$682 – – –
LFG
267
Larson Financial Group
Missouri
$568 – – –
CA
268
Claris Advisors
Missouri
$341 +$341 +3 New
IAIM
269
International Assets Investment Management
Florida
$120 +$119 +13,511 +11,259%
TFM
270
TFC Financial Management
Massachusetts
$114 – – –
MFG
271
Mendota Financial Group
Wisconsin
$114 +$114 +1 New
IC
272
Impactive Capital
New York
– -$142M -1,450,348 Closed
Norges Bank
273
Norges Bank
Norway
– -$40.2M -409,516 Closed
Boston Partners
274
Boston Partners
Massachusetts
– -$21.3M -235,034 Closed
SFA
275
Sequoia Financial Advisors
Ohio
– -$16.9M -171,767 Closed
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