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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
PA
151
Profund Advisors
Maryland
$316K -$31.1K -320 -9%
EP
152
Eudaimonia Partners
Tennessee
$308K
HSBC Holdings
153
HSBC Holdings
United Kingdom
$306K -$127K -1,303 -31%
GAM
154
Gotham Asset Management
New York
$291K -$41.4K -426 -13%
GC
155
Guggenheim Capital
Illinois
$289K -$269K -2,773 -50%
Wolverine Trading
156
Wolverine Trading
Illinois
$282K +$266K +2,741 New
Creative Planning
157
Creative Planning
Kansas
$282K +$266K +2,743 New
Commonwealth Equity Services
158
Commonwealth Equity Services
Massachusetts
$280K +$265K +2,727 New
AB
159
Amalgamated Bank
New York
$277K -$17.4K -179 -6%
QCM
160
Quantinno Capital Management
New York
$252K
Cerity Partners
161
Cerity Partners
New York
$248K +$234K +2,410 New
PAMU
162
Pictet Asset Management (UK)
United Kingdom
$247K
AIP
163
Ameritas Investment Partners
Nebraska
$243K
QSS
164
Quantitative Systematic Strategies
Florida
$242K +$229K +2,355 New
RJA
165
Raymond James & Associates
Florida
$232K +$219K +2,259 New
XT
166
XTX Topco
Cayman Islands
$230K +$218K +2,241 New
HNB
167
Huntington National Bank
Ohio
$226K
CANY
168
Caxton Associates (New York)
New York
$221K +$209K +2,154 New
LIA
169
LS Investment Advisors
Michigan
$208K +$197K +2,023 New
HIMC
170
Heritage Investors Management Corp
Maryland
$205K +$194K +2,000 New
FCA
171
FinTrust Capital Advisors
South Carolina
$185K +$85.5K +880 +95%
PNC Financial Services Group
172
PNC Financial Services Group
Pennsylvania
$169K -$6.8K -70 -4%
PI
173
PEAK6 Investments
Illinois
$156K -$3.36M -34,591 -96%
Ohio Public Employees Retirement System (OPERS)
174
Ohio Public Employees Retirement System (OPERS)
Ohio
$139K +$1.07K +11 +0.8%
VFA
175
Valeo Financial Advisors
Indiana
$133K -$6.51K -67 -5%

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.