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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
EI
276
EAM Investors
California
-$2.32M -15,402 Closed
Tudor Investment Corp
277
Tudor Investment Corp
Connecticut
-$2.22M -14,728 Closed
EGM
278
Engineers Gate Manager
New York
-$1.02M -6,770 Closed
IA
279
IndexIQ Advisors
New York
-$620K -4,110 Closed
Wellington Management Group
280
Wellington Management Group
Massachusetts
-$603K -3,999 Closed
NA
281
NewEdge Advisors
Louisiana
-$593K -3,931 Closed
KWILP
282
Kiwi Wealth Investments Limited Partnership
New Zealand
-$328K -2,177 Closed
SFI
283
Susquehanna Fundamental Investments
Pennsylvania
-$323K -2,139 Closed
RFWA
284
RPg Family Wealth Advisory
Massachusetts
-$319K -2,111 Closed
SM
285
SG3 Management
Puerto Rico
-$279K -1,848 Closed
PL
286
Pluribus Labs
California
-$231K -1,528 Closed
UCFA
287
United Capital Financial Advisors
Texas
-$229K -1,519 Closed
IFG
288
Independent Financial Group
California
-$226K -1,500 Closed
CIBC Asset Management
289
CIBC Asset Management
Ontario, Canada
-$218K -1,447 Closed
X
290
Xponance
Pennsylvania
-$209K -1,386 Closed
WGCA
291
Wolf Group Capital Advisors
Virginia
-$202K -1,338 Closed
CIC
292
Chilton Investment Company
Connecticut
-$201K -1,330 Closed
SFM
293
Signet Financial Management
New Jersey
-$112K -739 Closed
Lazard Asset Management
294
Lazard Asset Management
New York
-$58K -386 Closed
QT
295
Quantbot Technologies
New York
-$47K -312 Closed
SCA
296
Snowden Capital Advisors
New York
-$37K -250 Closed
TFS
297
TrustCore Financial Services
Tennessee
-$33K -220 Closed
ACM
298
Aquatic Capital Management
Illinois
-$15K -100 Closed
HNWA
299
Henrickson Nauta Wealth Advisors
Michigan
-$8K -60 Closed
Northwestern Mutual Wealth Management
300
Northwestern Mutual Wealth Management
Wisconsin
-$5K -34 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.