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Walker & Dunlop

225 hedge funds and large institutions have $2.41B invested in Walker & Dunlop in 2021 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 80 increasing their positions, 74 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 21

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

20% more call options, than puts

Call options by funds: $11M | Put options by funds: $9.13M

11% more capital invested

Capital invested by funds: $2.16B → $2.41B (+$245M)

7% more funds holding

Funds holding: 210225 (+15)

8% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 74

0.48% more ownership

Funds ownership: 75.33%75.81% (+0.48%)

Holders
225
Holders Change
+15
Holders Change %
+7.14%
% of All Funds
3.95%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
38
Increased
80
Reduced
74
Closed
21
Calls
$11M
Puts
$9.13M
Net Calls
+$1.87M
Net Calls Change
-$4.55M
Name Holding Trade Value Shares
Change
Change in
Stake
PI
76
Putnam Investments
Massachusetts
$2.54M -$641K -6,600 -21%
PP
77
PDT Partners
New York
$2.52M +$7K +72 +0.3%
Citadel Advisors
78
Citadel Advisors
Florida
$2.48M +$1.17M +12,006 +99%
BMO
79
Beck Mack & Oliver
New York
$2.46M +$117K +1,200 +5%
ASN
80
Advisory Services Network
Georgia
$2.35M +$852K +8,773 +62%
COPPSERS
81
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.32M +$11.9K +122 +0.5%
TPSF
82
Texas Permanent School Fund
Texas
$2.25M -$137K -1,407 -6%
HighTower Advisors
83
HighTower Advisors
Illinois
$2.23M +$2.11M +21,747 New
KPW
84
Kore Private Wealth
New York
$2.07M +$1.96M +20,156 New
SOADOR
85
State of Alaska Department of Revenue
Alaska
$2.04M -$267K -2,750 -12%
SAM
86
Shell Asset Management
Netherlands
$1.98M -$10.7K -110 -0.6%
Squarepoint
87
Squarepoint
New York
$1.83M -$1.47M -15,143 -46%
Citigroup
88
Citigroup
New York
$1.79M -$290K -2,989 -15%
GT
89
Glenmede Trust
Pennsylvania
$1.78M +$26.2K +270 +2%
State of Tennessee, Department of Treasury
90
State of Tennessee, Department of Treasury
Tennessee
$1.78M +$667K +6,861 +66%
KCM
91
Kennedy Capital Management
Missouri
$1.77M -$390K -4,019 -19%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
92
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.65M -$769K -7,917 -33%
Manulife (Manufacturers Life Insurance)
93
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.63M -$101K -1,036 -6%
KWILP
94
Kiwi Wealth Investments Limited Partnership
New Zealand
$1.56M +$1.48M +15,207 New
SFI
95
Susquehanna Fundamental Investments
Pennsylvania
$1.54M +$374K +3,849 +34%
BNP Paribas Financial Markets
96
BNP Paribas Financial Markets
France
$1.51M +$853K +8,784 +148%
American Century Companies
97
American Century Companies
Missouri
$1.41M +$455K +4,684 +52%
UCFA
98
United Capital Financial Advisors
Texas
$1.41M +$291 +3 +0%
LSERS
99
Louisiana State Employees Retirement System
Louisiana
$1.37M -$9.71K -100 -0.7%
SO
100
STRS Ohio
Ohio
$1.37M +$1.27M +13,100 +6,550%

WD Hedge Fund Activity: Q1 2021 in Review

225 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Walker & Dunlop (WD) for Q1 2021, worth a combined $2.41B — up 11% from $2.16B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new WD positions and 21 closed out — a net gain of 17 holders — while 80 added to existing stakes and 74 trimmed.

The largest buyer was BlackRock, adding an estimated $33.3M. The largest seller was Victory Capital Management, cutting an estimated $25M.

  • 225 institutional investors held Walker & Dunlop (WD) as of Q1 2021, up from 210 in Q4 2020.
  • Funds reported $2.41B of Walker & Dunlop stock for Q1 2021, up 11% quarter-over-quarter.
  • 38 funds opened new Walker & Dunlop positions in Q1 2021 and 21 closed out, a net change of +17 holders.
  • The largest Walker & Dunlop buyer in Q1 2021 was BlackRock, an estimated $33.3M added.
  • The largest Walker & Dunlop seller in Q1 2021 was Victory Capital Management, an estimated $25M sold.

Based on aggregated 13F filings for Q1 2021.