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Walker & Dunlop

242 hedge funds and large institutions have $1.95B invested in Walker & Dunlop in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 88 increasing their positions, 79 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
+16
Holders Change %
+7.08%
% of All Funds
3.87%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
38
Increased
88
Reduced
79
Closed
21
Calls
$1.54M
Puts
$1.95M
Net Calls
-$411K
Net Calls Change
+$190K
Name Holding Trade Value Shares
Change
Shares
Change %
AF
201
Allworth Financial
California
$10.7K -$838 -11 -7%
BTI
202
Blue Trust Inc
Georgia
$9K +$6.3K +84 +233%
Fifth Third Bancorp
203
Fifth Third Bancorp
Ohio
$8.99K +$3.12K +41 +53%
Nomura Asset Management
204
Nomura Asset Management
Japan
$8.38K
TWA
205
TCI Wealth Advisors
Arizona
$8.23K +$152 +2 +2%
Carson Wealth (CWM LLC)
206
Carson Wealth (CWM LLC)
Nebraska
$8K -$3.32K -44 -29%
TFA
207
Toth Financial Advisory
Virginia
$7.62K
TC
208
Truvestments Capital
Florida
$7.16K
AAS
209
Ameritas Advisory Services
Nebraska
$5.77K +$5.77K +85 New
GIA
210
GHP Investment Advisors
Colorado
$5.71K
CFGS
211
Concourse Financial Group Securities
Alabama
$5.71K +$5.71K +75 New
EWA
212
EverSource Wealth Advisors
Alabama
$5.33K +$5.33K +70 New
RA
213
Rise Advisors
New York
$3.78K -$2.19K -29 -37%
FFA
214
Farther Finance Advisors
California
$3.05K
CWP
215
Concord Wealth Partners
Virginia
$2.82K -$762 -10 -21%
PA
216
Parallel Advisors
California
$2.74K +$1.22K +16 +80%
MTIC
217
Missouri Trust & Investment Company
Missouri
$2.67K
GEA
218
Glen Eagle Advisors
New Jersey
$2.59K
NA
219
NewEdge Advisors
Louisiana
$2.29K -$31.6K -415 -93%
National Bank of Canada
220
National Bank of Canada
Quebec, Canada
$2.28K +$380 +5 +20%
STCOSD
221
Sageworth Trust Company of South Dakota
South Dakota
$2.21K
MCM
222
Manchester Capital Management
Vermont
$2.13K +$1.9K +25 +833%
EI
223
Ellevest Inc
New York
$1.9K +$1.9K +25 New
GWM
224
Geneos Wealth Management
Colorado
$1.9K +$1.9K +25 New
FMII
225
Farmers & Merchants Investments Inc
Nebraska
$1.75K