We are live on ! Find out more
WD icon

Walker & Dunlop

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

81% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 21

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

20% more call options, than puts

Call options by funds: $11M | Put options by funds: $9.13M

11% more capital invested

Capital invested by funds: $2.16B → $2.41B (+$245M)

7% more funds holding

Funds holding: 210225 (+15)

8% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 74

0.48% more ownership

Funds ownership: 75.33%75.81% (+0.48%)

Holders
225
Holders Change
+15
Holders Change %
+7.14%
% of All Funds
3.95%
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
Name Holding Trade Value Shares
Change
Change in
Stake
LF
176
Lee Financial
Texas
$122K +$115K +1,183 New
PHK
177
Point72 Hong Kong
Hong Kong
$122K +$115K +1,184 New
Osaic Holdings
178
Osaic Holdings
Arizona
$118K +$23K +237 +26%
Skandinaviska Enskilda Banken (SEB)
179
Skandinaviska Enskilda Banken (SEB)
Sweden
$113K
Macquarie Group
180
Macquarie Group
Australia
$109K -$82.5K -849 -44%
CAPTRUST Financial Advisors
181
CAPTRUST Financial Advisors
North Carolina
$86K +$27.4K +282 +51%
CMBA
182
C.M. Bidwell & Associates
Hawaii
$85K -$2.72K -28 -3%
PCIA
183
Prime Capital Investment Advisors
Kansas
$80K +$30.1K +310 +66%
WP
184
WealthShield Partners
North Carolina
$78K +$73.8K +760 New
CCMW
185
Cypress Capital Management (Wyoming)
Wyoming
$64K -$1.68M -17,265 -97%
SIM
186
Sonora Investment Management
Arizona
$62K
PFBT
187
Parkside Financial Bank & Trust
Missouri
$59K -$23.8K -245 -30%
Toronto Dominion Bank
188
Toronto Dominion Bank
Ontario, Canada
$59K -$18.5K -190 -25%
SWA
189
Sutton Wealth Advisors
Florida
$58.5K
SPIA
190
Steward Partners Investment Advisory
New York
$57.8K +$54.7K +563 New
QT
191
Quantbot Technologies
New York
$47K +$45K +463 New
CTC
192
Central Trust Company
Missouri
$41K
GWM
193
Geneos Wealth Management
Colorado
$33K
BWP
194
Baldwin Wealth Partners
Massachusetts
$31K +$29.1K +300 New
Rockefeller Capital Management
195
Rockefeller Capital Management
New York
$28K +$2.92K +30 +12%
SAI
196
Systematic Alpha Investments
New Jersey
$24K
SWM
197
Spire Wealth Management
Virginia
$22K +$11.4K +117 New
TFS
198
TrustCore Financial Services
Tennessee
$22K +$21.1K +217 New
FWM
199
Focused Wealth Management
New York
$21K
SGAM
200
Smith Group Asset Management
Texas
$16K -$426K -4,380 -96%

WD Hedge Fund Activity: Q1 2021 in Review

225 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Walker & Dunlop (WD) for Q1 2021, worth a combined $2.41B — up 11% from $2.16B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new WD positions and 21 closed out — a net gain of 17 holders — while 80 added to existing stakes and 74 trimmed.

The largest buyer was BlackRock, adding an estimated $33.3M. The largest seller was Victory Capital Management, cutting an estimated $25M.

  • 225 institutional investors held Walker & Dunlop (WD) as of Q1 2021, up from 210 in Q4 2020.
  • Funds reported $2.41B of Walker & Dunlop stock for Q1 2021, up 11% quarter-over-quarter.
  • 38 funds opened new Walker & Dunlop positions in Q1 2021 and 21 closed out, a net change of +17 holders.
  • The largest Walker & Dunlop buyer in Q1 2021 was BlackRock, an estimated $33.3M added.
  • The largest Walker & Dunlop seller in Q1 2021 was Victory Capital Management, an estimated $25M sold.

Based on aggregated 13F filings for Q1 2021.