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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

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

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
BCM
51
Bridgeway Capital Management
Texas
$8.94M -$8.36M -60,000 -50%
CIC
52
Crawford Investment Counsel
Georgia
$8.88M -$323K -2,320 -4%
New York State Teachers Retirement System (NYSTRS)
53
New York State Teachers Retirement System (NYSTRS)
New York
$8.4M +$334K +2,400 +5%
GGI
54
GPM Growth Investors
Michigan
$7.84M -$60.6K -435 -0.8%
NIG
55
NFJ Investment Group
Texas
$6.78M -$1.16M -8,323 -16%
Wells Fargo
56
Wells Fargo
California
$6.6M -$8.64M -62,008 -59%
AllianceBernstein
57
AllianceBernstein
Tennessee
$6.3M -$161K -1,157 -3%
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$6.26M +$146K +1,045 +3%
HW
59
Hancock Whitney
Mississippi
$6.18M +$1.53K +11 +0%
Prudential Financial
60
Prudential Financial
New Jersey
$6.17M +$1.24M +8,871 +28%
New York State Common Retirement Fund
61
New York State Common Retirement Fund
New York
$5.99M +$139 +1 +0%
First Trust Advisors
62
First Trust Advisors
Illinois
$5.89M +$204K +1,462 +4%
EAM
63
EULAV Asset Management
Florida
$5.8M – – –
Barclays
64
Barclays
United Kingdom
$5.78M +$2.08M +14,908 +64%
UBS AM
65
UBS AM
Illinois
$5.56M -$10.6K -76 -0.2%
PI
66
Putnam Investments
Massachusetts
$5.51M -$432K -3,100 -8%
PM
67
Precept Management
Texas
$5.43M +$2.3M +16,500 +85%
VCA
68
Verdence Capital Advisors
Maryland
$4.95M +$103K +737 +2%
UBS Group
69
UBS Group
Switzerland
$4.48M +$1.8M +12,947 +77%
LS
70
Livforsakringsbolaget Skandia
Sweden
$4.4M – – –
YCM
71
Yousif Capital Management
Michigan
$4.24M +$3.91M +28,096 New
Citigroup
72
Citigroup
New York
$4.22M +$924K +6,631 +31%
Voloridge Investment Management
73
Voloridge Investment Management
Florida
$4.16M +$2.07M +14,831 +116%
CS
74
Credit Suisse
Switzerland
$3.97M +$87.2K +626 +2%
Millennium Management
75
Millennium Management
New York
$3.92M -$10.9M -78,099 -75%
1 2
3
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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.