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Walker & Dunlop
WD

Overview Fund Activity

220 hedge funds and large institutions have $2.43B invested in Walker & Dunlop in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 71 increasing their positions, 83 reducing their positions, and 28 closing their positions.

Holders
220
Holders Change
-5
Holders Change %
-2.22%
% of All Funds
3.84%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
23
Increased
71
Reduced
83
Closed
28
Calls
$12M
Puts
$16M
Net Calls
-$3.95M
Net Calls Change
-$5.81M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$197M
2
MDSL
2
M.D. Sass LLC
New York
$21M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$33.5M
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$12.3M
5
HCM
5
Harspring Capital Management
New York
$21.3M

Top Sellers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$122M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$2.39M
3
RA
3
Royce & Associates
New York
$22M
4
Victory Capital Management
4
Victory Capital Management
Texas
$70M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
176
Spire Wealth Management
Virginia
$97K +$84.8K +813 +695%
CMBA
177
C.M. Bidwell & Associates
Hawaii
$69K -$17.2K -165 -20%
CCMW
178
Cypress Capital Management (Wyoming)
Wyoming
$65K – – –
CAPTRUST Financial Advisors
179
CAPTRUST Financial Advisors
North Carolina
$64K -$22.6K -218 -26%
SIM
180
Sonora Investment Management
Arizona
$63K – – –
PFBT
181
Parkside Financial Bank & Trust
Missouri
$61K +$210 +2 +0.3%
Toronto Dominion Bank
182
Toronto Dominion Bank
Ontario, Canada
$60K -$104 -1 -0.2%
SWA
183
Sutton Wealth Advisors
Florida
$59.4K – – –
CTC
184
Central Trust Company
Missouri
$42K – – –
PHK
185
Point72 Hong Kong
Hong Kong
$40K -$85K -805 -68%
BWP
186
Baldwin Wealth Partners
Massachusetts
$31K – – –
GWM
187
Geneos Wealth Management
Colorado
$30K – – –
Lazard Asset Management
188
Lazard Asset Management
New York
$28K +$28K +269 New
Rockefeller Capital Management
189
Rockefeller Capital Management
New York
$26K -$2.24K -22 -8%
SAI
190
Systematic Alpha Investments
New Jersey
$24K – – –
TFS
191
TrustCore Financial Services
Tennessee
$23K +$106 +1 +0.5%
FWM
192
Focused Wealth Management
New York
$21K – – –
LC
193
Lindbrook Capital
California
$17K +$4.25K +40 +33%
MPWT
194
MassMutual Private Wealth & Trust
Connecticut
$16K – – –
ST
195
Sageworth Trust
Pennsylvania
$16K +$16K +150 New
APA
196
American Portfolios Advisors
New York
$14.6K – – –
AF
197
Allworth Financial
California
$14K – – –
WAS
198
Winch Advisory Services
Wisconsin
$11K +$11K +101 New
TFA
199
Toth Financial Advisory
Virginia
$10K – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
200
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$9K -$1.73M -16,000 -99%
6 7
8
9 10