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Walker & Dunlop

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

81% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 21

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

20% more call options, than puts

Call options by funds: $11M | Put options by funds: $9.13M

11% more capital invested

Capital invested by funds: $2.16B → $2.41B (+$245M)

7% more funds holding

Funds holding: 210225 (+15)

8% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 74

0.48% more ownership

Funds ownership: 75.33%75.81% (+0.48%)

Holders
225
Holders Change
+15
Holders Change %
+7.14%
% of All Funds
3.95%
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
Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
201
MassMutual Private Wealth & Trust
Connecticut
$15K +$2.82K +29 +24%
APA
202
American Portfolios Advisors
New York
$14.4K
AF
203
Allworth Financial
California
$13K +$12.6K +130 New
LC
204
Lindbrook Capital
California
$12K +$4.37K +45 +60%
TWA
205
TCI Wealth Advisors
Arizona
$11K +$5.44K +56 +110%
FCM
206
Firestone Capital Management
Florida
$11K +$10.5K +108 New
Group One Trading
207
Group One Trading
Illinois
$10K -$179K -1,845 -95%
TFA
208
Toth Financial Advisory
Virginia
$10K +$9.71K +100 New
PMFA
209
Plante Moran Financial Advisors
Michigan
$7K +$6.32K +65 New
VRM
210
Vectors Research Management
New York
$5K
QCG
211
Quadrant Capital Group
Ohio
$4K
WAP
212
Wealthcare Advisory Partners
Pennsylvania
$4K +$3.89K +40 New
BFC
213
Bedel Financial Consulting
Indiana
$3K
PA
214
Parallel Advisors
California
$3K
TFO
215
Tarbox Family Office
California
$3K
AIC
216
Ameritas Investment Company
Nebraska
$2.47K +$2.33K +24 New
CA
217
Clearstead Advisors
Ohio
$2K
AIG
218
American International Group
New York
$1.94K -$19K -196 -1%
FPS
219
Fieldpoint Private Securities
Connecticut
$1K
HI
220
Harbour Investments
Wisconsin
$1K +$486 +5 New
KTC
221
Kistler-Tiffany Companies
Pennsylvania
$1K +$486 +5 New
DI
222
Disciplined Investments
Oklahoma
$1K +$777 +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

WD Hedge Fund Activity: Q1 2021 in Review

225 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Walker & Dunlop (WD) for Q1 2021, worth a combined $2.41B — up 11% from $2.16B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new WD positions and 21 closed out — a net gain of 17 holders — while 80 added to existing stakes and 74 trimmed.

The largest buyer was BlackRock, adding an estimated $33.3M. The largest seller was Victory Capital Management, cutting an estimated $25M.

  • 225 institutional investors held Walker & Dunlop (WD) as of Q1 2021, up from 210 in Q4 2020.
  • Funds reported $2.41B of Walker & Dunlop stock for Q1 2021, up 11% quarter-over-quarter.
  • 38 funds opened new Walker & Dunlop positions in Q1 2021 and 21 closed out, a net change of +17 holders.
  • The largest Walker & Dunlop buyer in Q1 2021 was BlackRock, an estimated $33.3M added.
  • The largest Walker & Dunlop seller in Q1 2021 was Victory Capital Management, an estimated $25M sold.

Based on aggregated 13F filings for Q1 2021.