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Walker & Dunlop
WD

Overview Fund Activity

253 hedge funds and large institutions have $2.78B invested in Walker & Dunlop in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 95 increasing their positions, 86 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
-10
Holders Change %
-3.8%
% of All Funds
3.68%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
27
Increased
95
Reduced
86
Closed
35
Calls
$7.95M
Puts
$9.79M
Net Calls
-$1.85M
Net Calls Change
-$3.83M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$126M
2
IC
2
Impactive Capital
New York
$142M
3
Victory Capital Management
3
Victory Capital Management
Texas
$104M
4
UBS AM
4
UBS AM
Illinois
$8.37M
5
MDSL
5
M.D. Sass LLC
New York
$18.7M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$81.1M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$180M
3
Amundi
3
Amundi
France
$516K
4
2
4
2Xideas
Switzerland
$0
5
SFA
5
Sequoia Financial Advisors
Ohio
$16.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cerity Partners
176
Cerity Partners
New York
$217K -$18.9K -192 -8%
SMA
177
Sage Mountain Advisors
Georgia
$215K +$18.7K +190 +10%
Verition Fund Management
178
Verition Fund Management
Connecticut
$214K +$214K +2,175 New
Truist Financial
179
Truist Financial
North Carolina
$202K – – –
VWM
180
Venturi Wealth Management
Texas
$199K – – –
CIBC Private Wealth Group
181
CIBC Private Wealth Group
Georgia
$190K – – –
CA
182
Crewe Advisors
Utah
$137K – – –
S
183
SignatureFD
Georgia
$125K +$2.55K +26 +2%
EAM
184
Eukles Asset Management
Ohio
$110K -$12.2K -124 -10%
SO
185
STRS Ohio
Ohio
$108K +$49.1K +500 +83%
LI
186
LRI Investments
Florida
$98.1K +$98.1K +999 New
ADL
187
Asset Dedication LLC
California
$94.4K +$94.4K +961 New
KBC Group
188
KBC Group
Belgium
$92K -$246K -2,505 -73%
Carson Wealth (CWM LLC)
189
Carson Wealth (CWM LLC)
Nebraska
$91K +$3.43K +35 +4%
FMP
190
Financial Management Professionals
Texas
$90K – – –
Osaic Holdings
191
Osaic Holdings
Arizona
$72.6K -$10.9K -111 -13%
AWM
192
Avior Wealth Management
Nebraska
$60.2K +$59.5K +606 +8,657%
Ohio Public Employees Retirement System (OPERS)
193
Ohio Public Employees Retirement System (OPERS)
Ohio
$58.7K +$687 +7 +1%
BFEC
194
Benjamin F. Edwards & Company
Missouri
$56K +$17.2K +177 +44%
PFBT
195
Parkside Financial Bank & Trust
Missouri
$44.1K +$982 +10 +2%
GI
196
GAMMA Investing
California
$39K +$9.82K +100 +34%
SPIA
197
Steward Partners Investment Advisory
New York
$30.4K +$1.57K +16 +5%
CTA
198
Colonial Trust Advisors
South Carolina
$29.7K +$98 +1 +0.3%
HNB
199
Huntington National Bank
Ohio
$27.4K +$982 +10 +4%
National Bank of Canada
200
National Bank of Canada
Quebec, Canada
$25.8K +$17.3K +185 +206%
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