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Walker & Dunlop
WD

Overview Fund Activity

223 hedge funds and large institutions have $2.66B invested in Walker & Dunlop in 2021 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 65 increasing their positions, 89 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
+3
Holders Change %
+1.36%
% of All Funds
3.92%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
27
Increased
65
Reduced
89
Closed
23
Calls
$14.4M
Puts
$4.77M
Net Calls
+$9.6M
Net Calls Change
+$13.5M

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$92M
2
KCM
2
Kathmere Capital Management
Pennsylvania
$15.3M
3
HCM
3
Harspring Capital Management
New York
$37.1M
4
CCP
4
Clough Capital Partners
Massachusetts
$13.8M
5
MDSL
5
M.D. Sass LLC
New York
$36.2M

Top Sellers

1
BlackRock
1
BlackRock
New York
$527M
2
State Street
2
State Street
Massachusetts
$119M
3
LSV Asset Management
3
LSV Asset Management
Illinois
$5.31M
4
RA
4
Royce & Associates
New York
$14.6M
5
BGIM
5
Brandywine Global Investment Management
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FCA
176
FinTrust Capital Advisors
South Carolina
$205K – – –
Wolverine Trading
177
Wolverine Trading
Illinois
$201K -$42.9K -384 -18%
PNC Financial Services Group
178
PNC Financial Services Group
Pennsylvania
$193K +$5.9K +52 +3%
Ohio Public Employees Retirement System (OPERS)
179
Ohio Public Employees Retirement System (OPERS)
Ohio
$137K -$4.08K -36 -3%
LF
180
Lee Financial
Texas
$134K – – –
Macquarie Group
181
Macquarie Group
Australia
$121K – – –
SWM
182
Spire Wealth Management
Virginia
$79K -$27K -237 -25%
CAPTRUST Financial Advisors
183
CAPTRUST Financial Advisors
North Carolina
$69K -$1.37K -12 -2%
SO
184
STRS Ohio
Ohio
$68K -$453K -4,000 -87%
SIM
185
Sonora Investment Management
Arizona
$68K – – –
PFBT
186
Parkside Financial Bank & Trust
Missouri
$67K +$1.02K +9 +2%
SWA
187
Sutton Wealth Advisors
Florida
$64.6K – – –
CTC
188
Central Trust Company
Missouri
$45K – – –
Toronto Dominion Bank
189
Toronto Dominion Bank
Ontario, Canada
$39K -$27K -236 -41%
BWP
190
Baldwin Wealth Partners
Massachusetts
$34K – – –
GWM
191
Geneos Wealth Management
Colorado
$34K – – –
SAI
192
Systematic Alpha Investments
New Jersey
$30K – – –
Lazard Asset Management
193
Lazard Asset Management
New York
$27K -$2.77K -25 -9%
TFS
194
TrustCore Financial Services
Tennessee
$25K +$114 +1 +0.5%
OSAM
195
O'Shaughnessy Asset Management
Connecticut
$25K +$16.8K +146 +206%
SAM
196
Strategic Asset Management
Minnesota
$24K +$24K +200 New
CA
197
Continuum Advisory
Idaho
$22K +$22K +21,006 New
LC
198
Lindbrook Capital
California
$20K +$2.22K +20 +13%
ST
199
Sageworth Trust
Pennsylvania
$17K – – –
TWA
200
TCI Wealth Advisors
Arizona
$17K +$11.2K +99 +194%
6 7
8
9 10