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Walker & Dunlop
WD

223 hedge funds and large institutions have $2.66B invested in Walker & Dunlop in 2021 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 65 increasing their positions, 89 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

201% more call options, than puts

Call options by funds: $14.4M | Put options by funds: $4.77M

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

17% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 23

10% more capital invested

Capital invested by funds: $2.43B → $2.66B (+$235M)

1% more funds holding

Funds holding: 220 → 223 (+3)

0.59% more ownership

Funds ownership: 73.19% → 73.78% (+0.59%)

27% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 89

Holders
223
Holders Change
+3
Holders Change %
+1.36%
% of All Funds
3.9%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
27
Increased
65
Reduced
89
Closed
23
Calls
$14.4M
Puts
$4.77M
Net Calls
+$9.6M
Net Calls Change
+$13.5M

Top Buyers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
+$14.7M
2
KCM
Kathmere Capital Management
Pennsylvania
+$14.1M
3
HCM
Harspring Capital Management
New York
+$12.9M
4
CCP
Clough Capital Partners
Massachusetts
+$12.8M
5
MDSL
M.D. Sass LLC
New York
+$12.3M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$15M
2
State Street
State Street
Massachusetts
-$13M
3
LSV Asset Management
LSV Asset Management
Illinois
-$11.6M
4
BGIM
Brandywine Global Investment Management
Pennsylvania
-$9.19M
5
RA
Royce & Associates
New York
-$8.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
MPWT
201
MassMutual Private Wealth & Trust
Connecticut
$16K -$629 -6 -4%
APA
202
American Portfolios Advisors
New York
$15.9K – – –
AF
203
Allworth Financial
California
$15K – – –
KIG
204
Kowal Investment Group
Wisconsin
$14K +$12.7K +121 New
TFA
205
Toth Financial Advisory
Virginia
$11K – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
206
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$9K – – –
QCG
207
Quadrant Capital Group
Ohio
$7K +$2.83K +27 +71%
VRM
208
Vectors Research Management
New York
$6K – – –
Northwestern Mutual Wealth Management
209
Northwestern Mutual Wealth Management
Wisconsin
$6K +$2.93K +28 +127%
MCM
210
Manchester Capital Management
Vermont
$4K +$3.77K +36 New
Fifth Third Bancorp
211
Fifth Third Bancorp
Ohio
$4K +$4.09K +39 New
BFC
212
Bedel Financial Consulting
Indiana
$3K – – –
TFO
213
Tarbox Family Office
California
$3K – – –
CFA
214
Cahill Financial Advisors
Minnesota
$3K +$2.51K +24 New
PA
215
Parallel Advisors
California
$2K -$1.78K -17 -53%
CA
216
Clearstead Advisors
Ohio
$2K – – –
SWM
217
Sugarloaf Wealth Management
Georgia
$2K – – –
FPS
218
Fieldpoint Private Securities
Connecticut
$1K – – –
KTC
219
Kistler-Tiffany Companies
Pennsylvania
$1K – – –
CI
220
Cordant Inc
Oregon
$1K +$733 +7 New
LWM
221
Liberty Wealth Management
California
$1K +$733 +7 New
Nisa Investment Advisors
222
Nisa Investment Advisors
Missouri
$115 – – –
BGIM
223
Brandywine Global Investment Management
Pennsylvania
– -$9.19M -87,993 Closed
Arrowstreet Capital
224
Arrowstreet Capital
Massachusetts
– -$2.39M -22,892 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
225
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$1.46M -13,982 Closed
6 7 8
9
10

WD Hedge Fund Activity: Q3 2021 in Review

223 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Walker & Dunlop (WD) for Q3 2021, worth a combined $2.66B — up 9.7% from $2.43B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new WD positions and 23 closed out — a net gain of 4 holders — while 65 added to existing stakes and 89 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $14.7M. The largest seller was BlackRock, cutting an estimated $15M.

  • 223 institutional investors held Walker & Dunlop (WD) as of Q3 2021, up from 220 in Q2 2021.
  • Funds reported $2.66B of Walker & Dunlop stock for Q3 2021, up 9.7% quarter-over-quarter.
  • 27 funds opened new Walker & Dunlop positions in Q3 2021 and 23 closed out, a net change of +4 holders.
  • The largest Walker & Dunlop buyer in Q3 2021 was Victory Capital Management, an estimated $14.7M added.
  • The largest Walker & Dunlop seller in Q3 2021 was BlackRock, an estimated $15M sold.

Based on aggregated 13F filings for Q3 2021.