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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
MAM
126
Meeder Asset Management
Ohio
$564K +$531K +5,465 +17,629%
AWM
127
AE Wealth Management
Kansas
$524K +$166K +1,709 +50%
TFA
128
Teamwork Financial Advisors
Texas
$507K +$164K +1,689 +52%
ACM
129
AlphaCrest Capital Management
New York
$503K +$476K +4,900 New
Assenagon Asset Management
130
Assenagon Asset Management
Luxembourg
$484K +$457K +4,709 New
Public Employees Retirement Association of Colorado
131
Public Employees Retirement Association of Colorado
Colorado
$475K
CSS
132
Cubist Systematic Strategies
Connecticut
$452K +$427K +4,397 New
TRCT
133
Tower Research Capital (TRC)
New York
$447K +$89.6K +922 +27%
ECM
134
Everence Capital Management
Indiana
$446K
TGAM
135
TBH Global Asset Management
Tennessee
$433K +$410K +4,217 New
VFM
136
Vivid Financial Management
California
$432K +$874 +9 +0.2%
NFG
137
Next Financial Group
Texas
$418K +$145K +1,494 +58%
RSWM
138
Robertson Stephens Wealth Management
California
$407K +$55.4K +570 +17%
MOACM
139
Mutual of America Capital Management
New York
$402K +$29K +299 +8%
IA
140
IndexIQ Advisors
New York
$400K -$127K -1,303 -25%
MFW
141
Meristem Family Wealth
Minnesota
$380K
Two Sigma Advisers
142
Two Sigma Advisers
New York
$369K -$2.09M -21,500 -86%
ECM
143
ExodusPoint Capital Management
New York
$363K +$120K +1,236 +54%
KAS
144
Kestra Advisory Services
Texas
$361K -$130K -1,342 -28%
Zurich Cantonal Bank
145
Zurich Cantonal Bank
Switzerland
$353K -$49.3K -507 -13%
State of Wisconsin Investment Board
146
State of Wisconsin Investment Board
Wisconsin
$349K -$19.4K -200 -6%
GCP
147
GSA Capital Partners
United Kingdom
$343K -$294K -3,024 -48%
Teacher Retirement System of Texas
148
Teacher Retirement System of Texas
Texas
$340K +$58.4K +601 +22%
II
149
Inspire Investing
Idaho
$335K +$15.9K +164 +5%
AA
150
ALPS Advisors
Colorado
$321K +$303K +3,122 New

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.