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Walker & Dunlop
WD

Overview Fund Activity

253 hedge funds and large institutions have $2.78B invested in Walker & Dunlop in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 95 increasing their positions, 86 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
-10
Holders Change %
-3.8%
% of All Funds
3.68%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
27
Increased
95
Reduced
86
Closed
35
Calls
$7.95M
Puts
$9.79M
Net Calls
-$1.85M
Net Calls Change
-$3.83M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$126M
2
IC
2
Impactive Capital
New York
$142M
3
Victory Capital Management
3
Victory Capital Management
Texas
$104M
4
UBS AM
4
UBS AM
Illinois
$8.37M
5
MDSL
5
M.D. Sass LLC
New York
$18.7M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$81.1M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$180M
3
Amundi
3
Amundi
France
$516K
4
2
4
2Xideas
Switzerland
$0
5
SFA
5
Sequoia Financial Advisors
Ohio
$16.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
151
MJP Associates
Connecticut
$386K +$27.7K +282 +8%
IAA
152
Independent Advisor Alliance
North Carolina
$381K -$16K -163 -4%
ECM
153
Evergreen Capital Management
Washington
$374K +$18.9K +192 +5%
GPA
154
Guerra Pan Advisors
New Jersey
$374K +$98 +1 +0%
ET
155
Entropy Technologies
New York
$373K -$189K -1,929 -34%
WIA
156
World Investment Advisors
California
$362K +$362K +3,686 New
PNC Financial Services Group
157
PNC Financial Services Group
Pennsylvania
$361K +$152K +1,552 +73%
Nisa Investment Advisors
158
Nisa Investment Advisors
Missouri
$349K -$98 -1 -0%
AG
159
Algert Global
California
$332K +$332K +3,384 New
AA
160
AlphaMark Advisors
Kentucky
$325K +$55.6K +566 +21%
AQR Capital Management
161
AQR Capital Management
Connecticut
$316K +$20.2K +206 +7%
AIP
162
Ameritas Investment Partners
Nebraska
$312K -$11.8K -120 -4%
PP
163
PDT Partners
New York
$307K -$240K -2,440 -44%
AWS
164
Atria Wealth Solutions
New York
$291K -$6.58K -67 -2%
AI
165
Atria Investments
North Carolina
$290K +$290K +2,951 New
PA
166
Profund Advisors
Maryland
$285K -$7.95K -81 -3%
VAS
167
Vestmark Advisory Solutions
Massachusetts
$276K +$276K +2,808 New
ACM
168
Aquatic Capital Management
Illinois
$275K -$118K -1,200 -30%
OSAM
169
O'Shaughnessy Asset Management
Connecticut
$273K +$273K +2,778 New
LPL Financial
170
LPL Financial
California
$259K -$25.4K -259 -9%
GFA
171
Gallagher Fiduciary Advisors
Illinois
$254K +$254K +2,591 New
Neuberger Berman Group
172
Neuberger Berman Group
New York
$253K +$12.3K +125 +5%
CGH
173
Crossmark Global Holdings
Texas
$236K -$11.6K -118 -5%
CIBC Asset Management
174
CIBC Asset Management
Ontario, Canada
$226K -$4.03K -41 -2%
QCG
175
Quadrant Capital Group
Ohio
$225K +$27.2K +277 +14%
5 6
7
8 9