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Walker & Dunlop

210 hedge funds and large institutions have $2.16B invested in Walker & Dunlop in 2020 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 47 increasing their positions, 85 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more call options, than puts

Call options by funds: $8.71M | Put options by funds: $2.29M

117% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 23

71% more capital invested

Capital invested by funds: $1.26B → $2.16B (+$899M)

14% more funds holding

Funds holding: 184210 (+26)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.52% less ownership

Funds ownership: 76.85%75.33% (-1.5%)

45% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 85

Holders
210
Holders Change
+26
Holders Change %
+14.13%
% of All Funds
3.72%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
50
Increased
47
Reduced
85
Closed
23
Calls
$8.71M
Puts
$2.29M
Net Calls
+$6.42M
Net Calls Change
+$10.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
176
Osaic Holdings
Arizona
$83K -$776K -10,475 -92%
Nisa Investment Advisors
177
Nisa Investment Advisors
Missouri
$83K -$10.4K -140 -13%
CMBA
178
C.M. Bidwell & Associates
Hawaii
$79K -$32.2K -435 -34%
PFBT
179
Parkside Financial Bank & Trust
Missouri
$76K -$55.8K -753 -48%
FFG
180
Fortem Financial Group
California
$72K +$57.7K +778 New
Toronto Dominion Bank
181
Toronto Dominion Bank
Ontario, Canada
$71K +$56.9K +768 New
PWPS
182
Pinnacle Wealth Planning Services
Ohio
$58K +$47.1K +635 New
SIM
183
Sonora Investment Management
Arizona
$55K
SWA
184
Sutton Wealth Advisors
Florida
$52.4K
CAPTRUST Financial Advisors
185
CAPTRUST Financial Advisors
North Carolina
$51K -$33.3K -450 -45%
PCIA
186
Prime Capital Investment Advisors
Kansas
$43K +$5.78K +78 +20%
CTC
187
Central Trust Company
Missouri
$37K +$29.6K +400 New
GWM
188
Geneos Wealth Management
Colorado
$31K
MA
189
MUFG Americas
New York
$23K +$18.7K +252 New
Rockefeller Capital Management
190
Rockefeller Capital Management
New York
$22K +$18.3K +247 New
SAI
191
Systematic Alpha Investments
New Jersey
$21K +$17.2K +232 New
FWM
192
Focused Wealth Management
New York
$18K
VCG
193
Vantage Consulting Group
Virginia
$18K +$14.3K +193 New
SO
194
STRS Ohio
Ohio
$18K +$14.8K +200 New
APA
195
American Portfolios Advisors
New York
$12.9K
MPWT
196
MassMutual Private Wealth & Trust
Connecticut
$11K -$3.41K -46 -28%
LC
197
Lindbrook Capital
California
$7K +$1.11K +15 +25%
VRM
198
Vectors Research Management
New York
$5K -$1.41K -19 -27%
TWA
199
TCI Wealth Advisors
Arizona
$5K
MAM
200
Meeder Asset Management
Ohio
$3K -$705K -9,511 -100%

WD Hedge Fund Activity: Q4 2020 in Review

210 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Walker & Dunlop (WD) for Q4 2020, worth a combined $2.16B — up 71% from $1.26B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new WD positions and 23 closed out — a net gain of 27 holders — while 47 added to existing stakes and 85 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $68.7M. The largest seller was Boston Partners, cutting an estimated $40.1M.

  • 210 institutional investors held Walker & Dunlop (WD) as of Q4 2020, up from 184 in Q3 2020.
  • Funds reported $2.16B of Walker & Dunlop stock for Q4 2020, up 71% quarter-over-quarter.
  • 50 funds opened new Walker & Dunlop positions in Q4 2020 and 23 closed out, a net change of +27 holders.
  • The largest Walker & Dunlop buyer in Q4 2020 was Janus Henderson Group, an estimated $68.7M added.
  • The largest Walker & Dunlop seller in Q4 2020 was Boston Partners, an estimated $40.1M sold.

Based on aggregated 13F filings for Q4 2020.