WD icon

Walker & Dunlop
WD

Overview Fund Activity

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
Holders
225
Holders Change
+15
Holders Change %
+7.14%
% of All Funds
3.96%
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

Top Buyers

1
BlackRock
1
BlackRock
New York
$500M
2
State Street
2
State Street
Massachusetts
$119M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$14.1M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$377M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$20M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$78.1M
2
Boston Partners
2
Boston Partners
Massachusetts
$50M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$135M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$0
5
Northern Trust
5
Northern Trust
Illinois
$42M
Name Holding Trade Value Shares
Change 		Shares
Change %
LF
176
Lee Financial
Texas
$122K +$122K +1,183 New
PHK
177
Point72 Hong Kong
Hong Kong
$122K +$122K +1,184 New
Osaic Holdings
178
Osaic Holdings
Arizona
$118K +$24.6K +237 +26%
Skandinaviska Enskilda Banken (SEB)
179
Skandinaviska Enskilda Banken (SEB)
Sweden
$113K – – –
Macquarie Group
180
Macquarie Group
Australia
$109K -$87.1K -849 -44%
CAPTRUST Financial Advisors
181
CAPTRUST Financial Advisors
North Carolina
$86K +$29.1K +282 +51%
CMBA
182
C.M. Bidwell & Associates
Hawaii
$85K -$2.88K -28 -3%
PCIA
183
Prime Capital Investment Advisors
Kansas
$80K +$31.9K +310 +66%
WP
184
WealthShield Partners
North Carolina
$78K +$78K +760 New
CCMW
185
Cypress Capital Management (Wyoming)
Wyoming
$64K -$1.78M -17,265 -97%
SIM
186
Sonora Investment Management
Arizona
$62K – – –
PFBT
187
Parkside Financial Bank & Trust
Missouri
$59K -$25K -245 -30%
Toronto Dominion Bank
188
Toronto Dominion Bank
Ontario, Canada
$59K -$19.4K -190 -25%
SWA
189
Sutton Wealth Advisors
Florida
$58.5K – – –
SPIA
190
Steward Partners Investment Advisory
New York
$57.8K +$57.8K +563 New
QT
191
Quantbot Technologies
New York
$47K +$47K +463 New
CTC
192
Central Trust Company
Missouri
$41K – – –
GWM
193
Geneos Wealth Management
Colorado
$33K – – –
BWP
194
Baldwin Wealth Partners
Massachusetts
$31K +$31K +300 New
Rockefeller Capital Management
195
Rockefeller Capital Management
New York
$28K +$3.03K +30 +12%
SAI
196
Systematic Alpha Investments
New Jersey
$24K – – –
SWM
197
Spire Wealth Management
Virginia
$22K +$22K +117 New
TFS
198
TrustCore Financial Services
Tennessee
$22K +$22K +217 New
FWM
199
Focused Wealth Management
New York
$21K – – –
SGAM
200
Smith Group Asset Management
Texas
$16K -$438K -4,380 -96%
6 7
8
9 10