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Walker & Dunlop
WD

Overview Fund Activity

270 hedge funds and large institutions have $3.58B invested in Walker & Dunlop in 2021 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 72 increasing their positions, 88 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
+47
Holders Change %
+21.08%
% of All Funds
4.17%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.14%
New
68
Increased
72
Reduced
88
Closed
19
Calls
$13.4M
Puts
$4.42M
Net Calls
+$9M
Net Calls Change
-$602K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$131M
2
TIM
Thornburg Investment Management
New Mexico
$16.3M
3
BlackRock
BlackRock
New York
$715M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$13.4M
5
LPL Financial
LPL Financial
California
$11.3M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
$69.5M
2
Goldman Sachs
Goldman Sachs
New York
$92.8M
3
MDSL
M.D. Sass LLC
New York
$34.1M
4
Millennium Management
Millennium Management
New York
$3.92M
5
Wells Fargo
Wells Fargo
California
$6.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
X
201
Xponance
Pennsylvania
$209K +$209K +1,386 New
WGCA
202
Wolf Group Capital Advisors
Virginia
$202K +$202K +1,338 New
CIC
203
Chilton Investment Company
Connecticut
$201K +$201K +1,330 New
IAA
204
Independent Advisor Alliance
North Carolina
$200K +$200K +1,328 New
LF
205
Lee Financial
Texas
$178K – – –
Ohio Public Employees Retirement System (OPERS)
206
Ohio Public Employees Retirement System (OPERS)
Ohio
$175K -$6.93K -46 -4%
SG Americas Securities
207
SG Americas Securities
New York
$167K -$6.8M -45,179 -98%
Macquarie Group
208
Macquarie Group
Australia
$149K -$10.7K -71 -7%
CI Investments Inc
209
CI Investments Inc
Ontario, Canada
$144K +$144K +953 New
Nisa Investment Advisors
210
Nisa Investment Advisors
Missouri
$134K – – –
SFM
211
Signet Financial Management
New Jersey
$112K +$112K +739 New
SWM
212
Spire Wealth Management
Virginia
$108K +$3.03K +20 +3%
SWA
213
Sutton Wealth Advisors
Florida
$86.9K +$1.06K +7 +1%
CAPTRUST Financial Advisors
214
CAPTRUST Financial Advisors
North Carolina
$86K -$5.45K -36 -6%
PFBT
215
Parkside Financial Bank & Trust
Missouri
$83K -$6.37K -42 -7%
FFA
216
Freedman Financial Associates
Massachusetts
$80K +$80K +533 New
CTC
217
Central Trust Company
Missouri
$60K – – –
Lazard Asset Management
218
Lazard Asset Management
New York
$58K +$21.3K +142 +58%
QT
219
Quantbot Technologies
New York
$47K +$47K +312 New
TRCT
220
Tower Research Capital (TRC)
New York
$46K -$553K -3,641 -92%
BWP
221
Baldwin Wealth Partners
Massachusetts
$45K – – –
GWM
222
Geneos Wealth Management
Colorado
$45K – – –
SCA
223
Snowden Capital Advisors
New York
$37K +$37K +250 New
UFF
224
USA Financial Formulas
Michigan
$36K +$36K +236 New
TFS
225
TrustCore Financial Services
Tennessee
$33K +$150 +1 +0.5%
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