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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
MOACM
151
Mutual of America Capital Management
New York
$608K +$17.3K +124 +3%
IF
152
Insight Folios
North Carolina
$605K +$31.1K +223 +6%
Wellington Management Group
153
Wellington Management Group
Massachusetts
$603K +$557K +3,999 New
NA
154
NewEdge Advisors
Louisiana
$593K +$548K +3,931 New
EAM
155
Eukles Asset Management
Ohio
$589K +$1.95K +14 +0.4%
DTL
156
Dynamic Technology Lab
Singapore
$552K +$510K +3,660 New
Commonwealth Equity Services
157
Commonwealth Equity Services
Massachusetts
$529K +$11.3K +81 +2%
GBA
158
Garrison Bradford & Associates
New York
$528K – – –
SA
159
SWM Advisors
Florida
$526K +$514K +3,686 New
NFG
160
Next Financial Group
Texas
$432K -$56K -402 -12%
EA
161
Ellsworth Advisors
Ohio
$408K – – –
PA
162
Profund Advisors
Maryland
$406K -$19.4K -139 -5%
RJA
163
Raymond James & Associates
Florida
$405K -$418 -3 -0.1%
CGH
164
Crossmark Global Holdings
Texas
$401K -$366K -2,630 -50%
Cerity Partners
165
Cerity Partners
New York
$382K +$11.8K +85 +3%
William Blair & Company
166
William Blair & Company
Illinois
$374K +$346K +2,480 New
State of Wisconsin Investment Board
167
State of Wisconsin Investment Board
Wisconsin
$362K -$139K -1,000 -29%
RFC
168
Regions Financial Corp
Alabama
$362K +$334K +2,400 New
PP
169
Paloma Partners
Connecticut
$358K +$331K +2,373 New
Rockefeller Capital Management
170
Rockefeller Capital Management
New York
$342K -$45.3K -325 -13%
AIP
171
Ameritas Investment Partners
Nebraska
$338K – – –
HNB
172
Huntington National Bank
Ohio
$332K – – –
KWILP
173
Kiwi Wealth Investments Limited Partnership
New Zealand
$328K – – –
SFI
174
Susquehanna Fundamental Investments
Pennsylvania
$323K -$1.03M -7,366 -77%
RFWA
175
RPg Family Wealth Advisory
Massachusetts
$319K -$277K -1,989 -49%
5 6
7
8 9

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.