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Walker & Dunlop
WD

Overview Fund Activity

226 hedge funds and large institutions have $1.87B invested in Walker & Dunlop in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 80 increasing their positions, 82 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
-19
Holders Change %
-7.76%
% of All Funds
3.65%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
29
Increased
80
Reduced
82
Closed
43
Calls
$1.59M
Puts
$2.19M
Net Calls
-$601K
Net Calls Change
-$4.71M

Top Buyers

1
BlackRock
BlackRock
New York
$392M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$186M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$74.9M
4
Vanguard Group
Vanguard Group
Pennsylvania
$291M
5
State Street
State Street
Massachusetts
$98M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$157M
2
Victory Capital Management
Victory Capital Management
Texas
$538K
3
NIG
NFJ Investment Group
Texas
$3.79M
4
P2P
Phase 2 Partners
California
$0
5
EAM
Erste Asset Management
Austria
$1.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
201
Sageworth Trust
Pennsylvania
$3K – – –
MTIC
202
Missouri Trust & Investment Company
Missouri
$3K – – –
GEA
203
Glen Eagle Advisors
New Jersey
$2.65K – – –
BIA
204
Bell Investment Advisors
California
$2.28K +$1.88K +24 +480%
STCOSD
205
Sageworth Trust Company of South Dakota
South Dakota
$2K – – –
National Bank of Canada
206
National Bank of Canada
Quebec, Canada
$1.96K – – –
FMII
207
Farmers & Merchants Investments Inc
Nebraska
$1.81K +$157 +2 +10%
JWA
208
JFS Wealth Advisors
Pennsylvania
$1.57K -$314 -4 -17%
PA
209
Parallel Advisors
California
$1.57K +$393 +5 +33%
CA
210
Clearstead Advisors
Ohio
$1.23K – – –
MPWT
211
MassMutual Private Wealth & Trust
Connecticut
$1K -$2.29K -16 -70%
IA
212
IFP Advisors
Florida
$1K – – –
SFG
213
Steward Financial Group
Texas
$1K +$1K +14 New
AWM
214
Abound Wealth Management
Tennessee
$947 – – –
GI
215
Gradient Investments
Minnesota
$942 +$942 +12 New
LC
216
Lindbrook Capital
California
$863 -$15.5K -198 -95%
SC
217
Schubert & Co
Texas
$863 -$549 -7 -39%
AF
218
Advisornet Financial
Minnesota
$863 +$863 +11 New
SIC
219
SJS Investment Consulting
Ohio
$706 +$235 +3 +50%
MWM
220
MinichMacGregor Wealth Management
New York
$706 +$706 +9 New
KTC
221
Kistler-Tiffany Companies
Pennsylvania
$549 – – –
HCP
222
Hexagon Capital Partners
Arkansas
$471 +$314 +4 +200%
BAAM
223
Baker Avenue Asset Management
California
$392 +$392 +5 New
ECM
224
Everence Capital Management
Indiana
$341 -$157 -2,000 -32%
DI
225
Disciplined Investments
Oklahoma
$314 -$393 -5 -56%
7 8
9
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