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Walker & Dunlop
WD

Overview Fund Activity

220 hedge funds and large institutions have $2.43B invested in Walker & Dunlop in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 71 increasing their positions, 83 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
-5
Holders Change %
-2.22%
% of All Funds
3.84%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
23
Increased
71
Reduced
83
Closed
28
Calls
$12M
Puts
$16M
Net Calls
-$3.95M
Net Calls Change
-$5.81M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$197M
2
MDSL
2
M.D. Sass LLC
New York
$21M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$33.5M
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$12.3M
5
HCM
5
Harspring Capital Management
New York
$21.3M

Top Sellers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$122M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$2.39M
3
RA
3
Royce & Associates
New York
$22M
4
Victory Capital Management
4
Victory Capital Management
Texas
$70M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
HPC
201
HM Payson & Co
Maine
$9K +$9K +82 New
OSAM
202
O'Shaughnessy Asset Management
Connecticut
$7K +$6.7K +68 +2,267%
TWA
203
TCI Wealth Advisors
Arizona
$5K -$5.49K -56 -52%
VRM
204
Vectors Research Management
New York
$5K – – –
QCG
205
Quadrant Capital Group
Ohio
$4K – – –
BBL
206
Beck Bode LLC
Massachusetts
$4K +$4K +40 New
TFO
207
Tarbox Family Office
California
$3K – – –
PA
208
Parallel Advisors
California
$3K – – –
BFC
209
Bedel Financial Consulting
Indiana
$3K – – –
SWM
210
Sugarloaf Wealth Management
Georgia
$2K – – –
CA
211
Clearstead Advisors
Ohio
$2K – – –
FMII
212
Farmers & Merchants Investments Inc
Nebraska
$2K +$2K +15 New
CFA
213
Carroll Financial Associates
North Carolina
$2K +$2K +20 New
Northwestern Mutual Wealth Management
214
Northwestern Mutual Wealth Management
Wisconsin
$2K +$2K +22 New
AIG
215
American International Group
New York
$1.99K +$10 +96 +0.5%
FPS
216
Fieldpoint Private Securities
Connecticut
$1K – – –
HI
217
Harbour Investments
Wisconsin
$1K – – –
KTC
218
Kistler-Tiffany Companies
Pennsylvania
$1K +$286 +2 +40%
PGWM
219
Parisi Gray Wealth Management
New Jersey
$1K +$1K +13 New
Nisa Investment Advisors
220
Nisa Investment Advisors
Missouri
$105 +$11 +110 +12%
California Public Employees Retirement System
221
California Public Employees Retirement System
California
– -$5.97M -58,064 Closed
PP
222
PDT Partners
New York
– -$2.52M -24,509 Closed
UCFA
223
United Capital Financial Advisors
Texas
– -$1.41M -13,709 Closed
HF
224
HRT Financial
New York
– -$1.36M -13,260 Closed
AG
225
Algert Global
California
– -$1.22M -11,828 Closed
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