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Walker & Dunlop

275 hedge funds and large institutions have $3.12B invested in Walker & Dunlop in 2022 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 98 increasing their positions, 88 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more call options, than puts

Call options by funds: $10.3M | Put options by funds: $2.87M

20% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 30

11% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 88

1% more funds holding

Funds holding: 271275 (+4)

1.19% less ownership

Funds ownership: 74.25%73.05% (-1.2%)

13% less capital invested

Capital invested by funds: $3.58B → $3.12B (-$455M)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
275
Holders Change
+4
Holders Change %
+1.48%
% of All Funds
4.34%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
36
Increased
98
Reduced
88
Closed
30
Calls
$10.3M
Puts
$2.87M
Net Calls
+$7.46M
Net Calls Change
-$1.54M
Name Holding Trade Value Shares
Change
Change in
Stake
Marshall Wace
201
Marshall Wace
United Kingdom
$230K +$245K +1,783 New
IAA
202
Independent Advisor Alliance
North Carolina
$225K +$56.7K +413 +31%
PAMS
203
Pictet Asset Management (Switzerland)
Switzerland
$222K
YIH
204
Y-Intercept (HK)
Hong Kong
$220K +$233K +1,698 New
PNC Financial Services Group
205
PNC Financial Services Group
Pennsylvania
$215K +$549 +4 +0.2%
Mackenzie Financial
206
Mackenzie Financial
Ontario, Canada
$215K +$12.1K +88 +6%
BSW
207
Buckingham Strategic Wealth
Missouri
$213K +$6.18K +45 +3%
SPIO
208
Seven Post Investment Office
California
$201K
CAPTRUST Financial Advisors
209
CAPTRUST Financial Advisors
North Carolina
$191K +$125K +910 +160%
AWM
210
Atticus Wealth Management
Florida
$155K +$165K +1,200 New
LF
211
Lee Financial
Texas
$153K
Ohio Public Employees Retirement System (OPERS)
212
Ohio Public Employees Retirement System (OPERS)
Ohio
$152K +$1.51K +11 +0.9%
Nisa Investment Advisors
213
Nisa Investment Advisors
Missouri
$116K -$15.1K -110 -11%
CI Investments Inc
214
CI Investments Inc
Ontario, Canada
$106K -$18.4K -134 -14%
SWM
215
Spire Wealth Management
Virginia
$90K -$1.92K -14 -2%
UFF
216
USA Financial Formulas
Michigan
$88K +$61.3K +447 +189%
BWP
217
Baldwin Wealth Partners
Massachusetts
$78K +$41.2K +300 +100%
SWA
218
Sutton Wealth Advisors
Florida
$74K -$549 -4 -0.7%
PFBT
219
Parkside Financial Bank & Trust
Missouri
$70K -$1.24K -9 -2%
FFA
220
Freedman Financial Associates
Massachusetts
$70K
MWM
221
Mascoma Wealth Management
New Hampshire
$69K +$73.7K +537 New
First Manhattan
222
First Manhattan
New York
$65K +$69.2K +504 New
PI
223
PEAK6 Investments
Illinois
$56K +$59.2K +431 New
CTC
224
Central Trust Company
Missouri
$52K
AIC
225
Archer Investment Corporation
Indiana
$51.8K +$54.9K +400 New

WD Hedge Fund Activity: Q1 2022 in Review

275 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Walker & Dunlop (WD) for Q1 2022, worth a combined $3.12B — down 13% from $3.58B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new WD positions and 30 closed out — a net gain of 6 holders — while 98 added to existing stakes and 88 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $25.5M. The largest seller was Victory Capital Management, cutting an estimated $16.4M.

  • 275 institutional investors held Walker & Dunlop (WD) as of Q1 2022, up from 271 in Q4 2021.
  • Funds reported $3.12B of Walker & Dunlop stock for Q1 2022, down 13% quarter-over-quarter.
  • 36 funds opened new Walker & Dunlop positions in Q1 2022 and 30 closed out, a net change of +6 holders.
  • The largest Walker & Dunlop buyer in Q1 2022 was Fidelity Investments, an estimated $25.5M added.
  • The largest Walker & Dunlop seller in Q1 2022 was Victory Capital Management, an estimated $16.4M sold.

Based on aggregated 13F filings for Q1 2022.