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Walker & Dunlop
WD

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

201% more call options, than puts

Call options by funds: $14.4M | Put options by funds: $4.77M

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

17% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 23

10% more capital invested

Capital invested by funds: $2.43B → $2.66B (+$235M)

1% more funds holding

Funds holding: 220 → 223 (+3)

0.59% more ownership

Funds ownership: 73.19% → 73.78% (+0.59%)

27% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 89

Holders
223
Holders Change
+3
Holders Change %
+1.36%
% of All Funds
3.9%
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

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
+$14.7M
2
KCM
Kathmere Capital Management
Pennsylvania
+$14.1M
3
HCM
Harspring Capital Management
New York
+$12.9M
4
CCP
Clough Capital Partners
Massachusetts
+$12.8M
5
MDSL
M.D. Sass LLC
New York
+$12.3M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$15M
2
State Street
State Street
Massachusetts
-$13M
3
LSV Asset Management
LSV Asset Management
Illinois
-$11.6M
4
BGIM
Brandywine Global Investment Management
Pennsylvania
-$9.19M
5
RA
Royce & Associates
New York
-$8.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
FCA
176
FinTrust Capital Advisors
South Carolina
$205K – – –
Wolverine Trading
177
Wolverine Trading
Illinois
$201K -$40.2K -384 -18%
PNC Financial Services Group
178
PNC Financial Services Group
Pennsylvania
$193K +$5.45K +52 +3%
Ohio Public Employees Retirement System (OPERS)
179
Ohio Public Employees Retirement System (OPERS)
Ohio
$137K -$3.77K -36 -3%
LF
180
Lee Financial
Texas
$134K – – –
Macquarie Group
181
Macquarie Group
Australia
$121K – – –
SWM
182
Spire Wealth Management
Virginia
$79K -$24.8K -237 -25%
CAPTRUST Financial Advisors
183
CAPTRUST Financial Advisors
North Carolina
$69K -$1.26K -12 -2%
SO
184
STRS Ohio
Ohio
$68K -$419K -4,000 -87%
SIM
185
Sonora Investment Management
Arizona
$68K – – –
PFBT
186
Parkside Financial Bank & Trust
Missouri
$67K +$943 +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 -$24.7K -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 -$2.62K -25 -9%
TFS
194
TrustCore Financial Services
Tennessee
$25K +$105 +1 +0.5%
OSAM
195
O'Shaughnessy Asset Management
Connecticut
$25K +$15.3K +146 +206%
SAM
196
Strategic Asset Management
Minnesota
$24K +$21K +200 New
CA
197
Continuum Advisory
Idaho
$22K +$2.2M +21,006 New
LC
198
Lindbrook Capital
California
$20K +$2.1K +20 +13%
ST
199
Sageworth Trust
Pennsylvania
$17K – – –
TWA
200
TCI Wealth Advisors
Arizona
$17K +$10.4K +99 +194%
6 7
8
9 10

WD Hedge Fund Activity: Q3 2021 in Review

223 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Walker & Dunlop (WD) for Q3 2021, worth a combined $2.66B — up 9.7% from $2.43B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new WD positions and 23 closed out — a net gain of 4 holders — while 65 added to existing stakes and 89 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $14.7M. The largest seller was BlackRock, cutting an estimated $15M.

  • 223 institutional investors held Walker & Dunlop (WD) as of Q3 2021, up from 220 in Q2 2021.
  • Funds reported $2.66B of Walker & Dunlop stock for Q3 2021, up 9.7% quarter-over-quarter.
  • 27 funds opened new Walker & Dunlop positions in Q3 2021 and 23 closed out, a net change of +4 holders.
  • The largest Walker & Dunlop buyer in Q3 2021 was Victory Capital Management, an estimated $14.7M added.
  • The largest Walker & Dunlop seller in Q3 2021 was BlackRock, an estimated $15M sold.

Based on aggregated 13F filings for Q3 2021.