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Walker & Dunlop
WD

Overview Fund Activity

225 hedge funds and large institutions have $2.41B invested in Walker & Dunlop in 2021 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 80 increasing their positions, 74 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
+15
Holders Change %
+7.14%
% of All Funds
3.96%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
38
Increased
80
Reduced
74
Closed
21
Calls
$11M
Puts
$9.13M
Net Calls
+$1.87M
Net Calls Change
-$4.55M

Top Buyers

1
BlackRock
1
BlackRock
New York
$500M
2
State Street
2
State Street
Massachusetts
$119M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$14.1M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$377M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$20M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$78.1M
2
Boston Partners
2
Boston Partners
Massachusetts
$50M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$135M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$0
5
Northern Trust
5
Northern Trust
Illinois
$42M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPWT
201
MassMutual Private Wealth & Trust
Connecticut
$15K +$2.9K +29 +24%
APA
202
American Portfolios Advisors
New York
$14.4K – – –
AF
203
Allworth Financial
California
$13K +$13K +130 New
LC
204
Lindbrook Capital
California
$12K +$4.5K +45 +60%
TWA
205
TCI Wealth Advisors
Arizona
$11K +$5.76K +56 +110%
FCM
206
Firestone Capital Management
Florida
$11K +$11K +108 New
Group One Trading
207
Group One Trading
Illinois
$10K -$185K -1,845 -95%
TFA
208
Toth Financial Advisory
Virginia
$10K +$10K +100 New
PMFA
209
Plante Moran Financial Advisors
Michigan
$7K +$7K +65 New
VRM
210
Vectors Research Management
New York
$5K – – –
QCG
211
Quadrant Capital Group
Ohio
$4K – – –
WAP
212
Wealthcare Advisory Partners
Pennsylvania
$4K +$4K +40 New
TFO
213
Tarbox Family Office
California
$3K – – –
PA
214
Parallel Advisors
California
$3K – – –
BFC
215
Bedel Financial Consulting
Indiana
$3K – – –
AIC
216
Ameritas Investment Company
Nebraska
$2.47K +$2.47K +24 New
CA
217
Clearstead Advisors
Ohio
$2K – – –
AIG
218
American International Group
New York
$1.94K -$20 -196 -1%
FPS
219
Fieldpoint Private Securities
Connecticut
$1K – – –
HI
220
Harbour Investments
Wisconsin
$1K +$1K +5 New
KTC
221
Kistler-Tiffany Companies
Pennsylvania
$1K +$1K +5 New
DI
222
Disciplined Investments
Oklahoma
$1K +$1K +8 New
Nisa Investment Advisors
223
Nisa Investment Advisors
Missouri
$92 – – –
SWM
224
Sugarloaf Wealth Management
Georgia
$2 – – –
Allianz Asset Management
225
Allianz Asset Management
Germany
– -$10.7M -116,497 Closed
6 7 8
9
10