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Walker & Dunlop
WD

Overview Fund Activity

270 hedge funds and large institutions have $3.58B invested in Walker & Dunlop in 2021 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 72 increasing their positions, 88 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
+47
Holders Change %
+21.08%
% of All Funds
4.17%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.14%
New
68
Increased
72
Reduced
88
Closed
19
Calls
$13.4M
Puts
$4.42M
Net Calls
+$9M
Net Calls Change
-$602K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$131M
2
TIM
Thornburg Investment Management
New Mexico
$16.3M
3
BlackRock
BlackRock
New York
$715M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$13.4M
5
LPL Financial
LPL Financial
California
$11.3M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
$69.5M
2
Goldman Sachs
Goldman Sachs
New York
$92.8M
3
MDSL
M.D. Sass LLC
New York
$34.1M
4
Millennium Management
Millennium Management
New York
$3.92M
5
Wells Fargo
Wells Fargo
California
$6.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
176
Guggenheim Capital
Illinois
$318K +$318K +2,106 New
WG
177
Winton Group
United Kingdom
$316K +$316K +2,093 New
HIS
178
Harvest Investment Services
Illinois
$310K +$310K +2,060 New
VWM
179
Venturi Wealth Management
Texas
$306K +$306K +2,025 New
Osaic Holdings
180
Osaic Holdings
Arizona
$305K +$27.3K +182 +10%
CIBC Private Wealth Group
181
CIBC Private Wealth Group
Georgia
$302K – – –
HIMC
182
Heritage Investors Management Corp
Maryland
$302K – – –
SO
183
STRS Ohio
Ohio
$301K +$211K +1,400 +233%
VFM
184
Vivid Financial Management
California
$286K -$277K -1,838 -49%
Neuberger Berman Group
185
Neuberger Berman Group
New York
$284K +$8.58K +59 +3%
SCM
186
Shelton Capital Management
Colorado
$281K -$12.7K -84 -4%
SM
187
SG3 Management
Puerto Rico
$279K +$279K +1,848 New
FCA
188
FinTrust Capital Advisors
South Carolina
$272K – – –
VFA
189
Valeo Financial Advisors
Indiana
$272K +$272K +1,803 New
PAMS
190
Pictet Asset Management (Switzerland)
Switzerland
$258K -$49.3K -327 -16%
PNC Financial Services Group
191
PNC Financial Services Group
Pennsylvania
$250K -$6.49K -43 -3%
ECM
192
Evergreen Capital Management
Washington
$250K +$250K +1,655 New
VI
193
Versor Investments
New York
$243K -$154K -1,021 -39%
BSW
194
Buckingham Strategic Wealth
Missouri
$241K +$241K +1,600 New
Mackenzie Financial
195
Mackenzie Financial
Ontario, Canada
$237K +$237K +1,571 New
SPIO
196
Seven Post Investment Office
California
$234K +$234K +1,550 New
PL
197
Pluribus Labs
California
$231K +$231K +1,528 New
UCFA
198
United Capital Financial Advisors
Texas
$229K +$229K +1,519 New
CIBC Asset Management
199
CIBC Asset Management
Ontario, Canada
$218K +$218K +1,447 New
CSS
200
Cubist Systematic Strategies
Connecticut
$213K -$1.27M -8,421 -86%
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