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Walker & Dunlop
WD

Overview Fund Activity

226 hedge funds and large institutions have $1.87B invested in Walker & Dunlop in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 80 increasing their positions, 82 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
-19
Holders Change %
-7.76%
% of All Funds
3.65%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
29
Increased
80
Reduced
82
Closed
43
Calls
$1.59M
Puts
$2.19M
Net Calls
-$601K
Net Calls Change
-$4.71M

Top Buyers

1
BlackRock
BlackRock
New York
$392M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$186M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$74.9M
4
Vanguard Group
Vanguard Group
Pennsylvania
$291M
5
State Street
State Street
Massachusetts
$98M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$157M
2
Victory Capital Management
Victory Capital Management
Texas
$538K
3
NIG
NFJ Investment Group
Texas
$3.79M
4
P2P
Phase 2 Partners
California
$0
5
EAM
Erste Asset Management
Austria
$1.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTC
176
Central Trust Company
Missouri
$31.4K – – –
AIC
177
Archer Investment Corporation
Indiana
$31.4K – – –
TRCT
178
Tower Research Capital (TRC)
New York
$31K -$540K -6,937 -95%
RBC
179
Romano Brothers & Co
Illinois
$27.5K +$27.5K +350 New
CA
180
Continuum Advisory
Idaho
$21K – – –
CTA
181
Colonial Trust Advisors
South Carolina
$19.4K +$19.4K +247 New
S
182
SignatureFD
Georgia
$16.5K +$11.9K +152 +262%
RBC
183
Roble Belko & Company
Pennsylvania
$16K +$16K +199 New
SC
184
SouthState Corp
Florida
$15.7K – – –
Carson Wealth (CWM LLC)
185
Carson Wealth (CWM LLC)
Nebraska
$12K +$400 +5 +3%
AF
186
Allworth Financial
California
$11.9K +$785 +10 +7%
RTC
187
Riverview Trust Company
Washington
$11K +$11K +143 New
Nomura Asset Management
188
Nomura Asset Management
Japan
$8.63K – – –
TWA
189
TCI Wealth Advisors
Arizona
$8.32K -$7.46K -95 -47%
TFA
190
Toth Financial Advisory
Virginia
$7.85K – – –
TC
191
Truvestments Capital
Florida
$7.38K +$7.38K +94 New
RA
192
Rise Advisors
New York
$6.22K -$787 -10 -11%
Fifth Third Bancorp
193
Fifth Third Bancorp
Ohio
$6.04K +$628 +8 +12%
GIA
194
GHP Investment Advisors
Colorado
$5.89K – – –
BAM
195
Belpointe Asset Management
Nevada
$5.89K +$5.89K +75 New
MCC
196
Money Concepts Capital
Florida
$4.63K +$4.63K +59 New
CWP
197
Concord Wealth Partners
Virginia
$3.69K +$3.69K +47 New
Northwestern Mutual Wealth Management
198
Northwestern Mutual Wealth Management
Wisconsin
$3.22K +$3.22K +41 New
FFA
199
Farther Finance Advisors
California
$3.14K +$3.14K +40 New
BTI
200
Blue Trust Inc
Georgia
$3K -$333 -4 -10%
6 7
8
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