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Walker & Dunlop
WD

Overview Fund Activity

234 hedge funds and large institutions have $2.38B invested in Walker & Dunlop in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 96 increasing their positions, 78 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
-41
Holders Change %
-14.91%
% of All Funds
3.96%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
19
Increased
96
Reduced
78
Closed
54
Calls
$4.82M
Puts
$6.15M
Net Calls
-$1.33M
Net Calls Change
-$8.78M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$206M
2
Vanguard Group
Vanguard Group
Pennsylvania
$378M
3
2
2Xideas
Switzerland
$10M
4
MDSL
M.D. Sass LLC
New York
$31.5M
5
P2P
Phase 2 Partners
California
$6.4M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$32.3M
2
GA
GRS Advisors
Illinois
$0
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$0
4
Victory Capital Management
Victory Capital Management
Texas
$24M
5
LPL Financial
LPL Financial
California
$471K
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
201
Strategic Asset Management
Minnesota
$19K – – –
TWA
202
TCI Wealth Advisors
Arizona
$15K -$17K -173 -53%
APA
203
American Portfolios Advisors
New York
$13.5K – – –
AF
204
Allworth Financial
California
$13K +$929 +10 +8%
Fifth Third Bancorp
205
Fifth Third Bancorp
Ohio
$13K +$6.85K +69 +111%
Nomura Asset Management
206
Nomura Asset Management
Japan
$10.6K – – –
VVP
207
Venture Visionary Partners
Ohio
$10.5K +$10.5K +109 New
UIA
208
Ulland Investment Advisors
Minnesota
$10K – – –
TFA
209
Toth Financial Advisory
Virginia
$10K – – –
RA
210
Rise Advisors
New York
$9K +$101 +1 +1%
DFCM
211
Dark Forest Capital Management
Puerto Rico
$9K +$9K +94 New
QCG
212
Quadrant Capital Group
Ohio
$7K -$12.2K -125 -63%
GIA
213
GHP Investment Advisors
Colorado
$7K – – –
STCOSD
214
Sageworth Trust Company of South Dakota
South Dakota
$5K -$6.33K -62 -56%
Carson Wealth (CWM LLC)
215
Carson Wealth (CWM LLC)
Nebraska
$5K +$455 +5 +10%
PA
216
Parallel Advisors
California
$4K +$1.95K +18 +95%
GEA
217
Glen Eagle Advisors
New Jersey
$3.21K – – –
S
218
SignatureFD
Georgia
$3K -$2.42K -21 -45%
ST
219
Sageworth Trust
Pennsylvania
$3K – – –
JWA
220
JFS Wealth Advisors
Pennsylvania
$3K +$231 +2 +8%
MCM
221
Manchester Capital Management
Vermont
$2K -$1.6K -16 -44%
National Bank of Canada
222
National Bank of Canada
Quebec, Canada
$2K – – –
SWM
223
Sugarloaf Wealth Management
Georgia
$2K – – –
GRP
224
Global Retirement Partners
California
$2K +$222 +2 +13%
SC
225
Schubert & Co
Texas
$2K +$875 +7 +78%
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9
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