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Walker & Dunlop
WD

Overview Fund Activity

234 hedge funds and large institutions have $2.38B invested in Walker & Dunlop in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 96 increasing their positions, 78 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
-41
Holders Change %
-14.91%
% of All Funds
3.96%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
19
Increased
96
Reduced
78
Closed
54
Calls
$4.82M
Puts
$6.15M
Net Calls
-$1.33M
Net Calls Change
-$8.78M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$206M
2
Vanguard Group
Vanguard Group
Pennsylvania
$378M
3
2
2Xideas
Switzerland
$10M
4
MDSL
M.D. Sass LLC
New York
$31.5M
5
P2P
Phase 2 Partners
California
$6.4M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$32.3M
2
GA
GRS Advisors
Illinois
$0
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$0
4
Victory Capital Management
Victory Capital Management
Texas
$24M
5
LPL Financial
LPL Financial
California
$471K
Name Holding Trade Value Shares
Change 		Shares
Change %
MLICM
176
Metropolitan Life Insurance Company (MetLife)
New York
$175K – – –
PNC Financial Services Group
177
PNC Financial Services Group
Pennsylvania
$161K +$1.16K +12 +0.7%
CAPTRUST Financial Advisors
178
CAPTRUST Financial Advisors
North Carolina
$147K +$4.25K +44 +3%
Nisa Investment Advisors
179
Nisa Investment Advisors
Missouri
$125K +$38.5K +400 +44%
HNB
180
Huntington National Bank
Ohio
$116K -$96.7K -1,000 -45%
AWM
181
Atticus Wealth Management
Florida
$116K – – –
LF
182
Lee Financial
Texas
$114K – – –
Ohio Public Employees Retirement System (OPERS)
183
Ohio Public Employees Retirement System (OPERS)
Ohio
$112K -$1.35K -14 -1%
Macquarie Group
184
Macquarie Group
Australia
$107K – – –
BWP
185
Baldwin Wealth Partners
Massachusetts
$72K +$14.4K +150 +25%
SWM
186
Spire Wealth Management
Virginia
$58K -$9.23K -96 -14%
SWA
187
Sutton Wealth Advisors
Florida
$55.7K +$578 +6 +1%
PFBT
188
Parkside Financial Bank & Trust
Missouri
$55K +$3.09K +32 +6%
CI Investments Inc
189
CI Investments Inc
Ontario, Canada
$52K -$26.9K -279 -34%
MWM
190
Mascoma Wealth Management
New Hampshire
$52K – – –
FMP
191
Financial Management Professionals
Texas
$51K +$51K +532 New
First Manhattan
192
First Manhattan
New York
$48K – – –
CSS
193
Cubist Systematic Strategies
Connecticut
$44K -$1.5M -15,613 -97%
SOW
194
State of Wyoming
Wyoming
$41K +$7.86K +82 +24%
CTC
195
Central Trust Company
Missouri
$39K – – –
C
196
Covestor
United Kingdom
$39K +$9.37K +98 +32%
AIC
197
Archer Investment Corporation
Indiana
$38.5K – – –
GWM
198
Geneos Wealth Management
Colorado
$29K – – –
CA
199
Continuum Advisory
Idaho
$21K – – –
LC
200
Lindbrook Capital
California
$20K +$1.95K +20 +11%
6 7
8
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