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Walker & Dunlop
WD

Overview Fund Activity

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
Holders
210
Holders Change
+26
Holders Change %
+14.13%
% of All Funds
3.73%
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

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$148M
2
BlackRock
2
BlackRock
New York
$416M
3
State Street
3
State Street
Massachusetts
$94.1M
4
Victory Capital Management
4
Victory Capital Management
Texas
$93.6M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$11.2M

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$65.3M
2
Goldman Sachs
2
Goldman Sachs
New York
$66.2M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$13.4M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$331M
5
NSGL
5
No Street GP LP
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
176
Osaic Holdings
Arizona
$83K -$966K -10,475 -92%
Nisa Investment Advisors
177
Nisa Investment Advisors
Missouri
$83K -$12.9K -140 -13%
CMBA
178
C.M. Bidwell & Associates
Hawaii
$79K -$40.2K -435 -34%
PFBT
179
Parkside Financial Bank & Trust
Missouri
$76K -$69.5K -753 -48%
FFG
180
Fortem Financial Group
California
$72K +$72K +778 New
Toronto Dominion Bank
181
Toronto Dominion Bank
Ontario, Canada
$71K +$71K +768 New
PWPS
182
Pinnacle Wealth Planning Services
Ohio
$58K +$58K +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 -$41.6K -450 -45%
PCIA
186
Prime Capital Investment Advisors
Kansas
$43K +$7.17K +78 +20%
CTC
187
Central Trust Company
Missouri
$37K +$37K +400 New
GWM
188
Geneos Wealth Management
Colorado
$31K – – –
MA
189
MUFG Americas
New York
$23K +$23K +252 New
Rockefeller Capital Management
190
Rockefeller Capital Management
New York
$22K +$22K +247 New
SAI
191
Systematic Alpha Investments
New Jersey
$21K +$21K +232 New
FWM
192
Focused Wealth Management
New York
$18K – – –
VCG
193
Vantage Consulting Group
Virginia
$18K +$18K +193 New
SO
194
STRS Ohio
Ohio
$18K +$18K +200 New
APA
195
American Portfolios Advisors
New York
$12.9K – – –
MPWT
196
MassMutual Private Wealth & Trust
Connecticut
$11K -$4.18K -46 -28%
LC
197
Lindbrook Capital
California
$7K +$1.4K +15 +25%
VRM
198
Vectors Research Management
New York
$5K -$1.83K -19 -27%
TWA
199
TCI Wealth Advisors
Arizona
$5K – – –
MAM
200
Meeder Asset Management
Ohio
$3K -$920K -9,511 -100%
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