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Walker & Dunlop
WD

Overview Fund Activity

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
Holders
223
Holders Change
+3
Holders Change %
+1.36%
% of All Funds
3.92%
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

1
Victory Capital Management
1
Victory Capital Management
Texas
$92M
2
KCM
2
Kathmere Capital Management
Pennsylvania
$15.3M
3
HCM
3
Harspring Capital Management
New York
$37.1M
4
CCP
4
Clough Capital Partners
Massachusetts
$13.8M
5
MDSL
5
M.D. Sass LLC
New York
$36.2M

Top Sellers

1
BlackRock
1
BlackRock
New York
$527M
2
State Street
2
State Street
Massachusetts
$119M
3
LSV Asset Management
3
LSV Asset Management
Illinois
$5.31M
4
RA
4
Royce & Associates
New York
$14.6M
5
BGIM
5
Brandywine Global Investment Management
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MPWT
201
MassMutual Private Wealth & Trust
Connecticut
$16K -$667 -6 -4%
APA
202
American Portfolios Advisors
New York
$15.9K – – –
AF
203
Allworth Financial
California
$15K – – –
KIG
204
Kowal Investment Group
Wisconsin
$14K +$14K +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 +$2.91K +27 +71%
VRM
208
Vectors Research Management
New York
$6K – – –
Northwestern Mutual Wealth Management
209
Northwestern Mutual Wealth Management
Wisconsin
$6K +$3.36K +28 +127%
MCM
210
Manchester Capital Management
Vermont
$4K +$4K +36 New
Fifth Third Bancorp
211
Fifth Third Bancorp
Ohio
$4K +$4K +39 New
TFO
212
Tarbox Family Office
California
$3K – – –
BFC
213
Bedel Financial Consulting
Indiana
$3K – – –
CFA
214
Cahill Financial Advisors
Minnesota
$3K +$3K +24 New
PA
215
Parallel Advisors
California
$2K -$2.27K -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 +$1K +7 New
LWM
221
Liberty Wealth Management
California
$1K +$1K +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
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9
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