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Walker & Dunlop
WD

Overview Fund Activity

253 hedge funds and large institutions have $2.78B invested in Walker & Dunlop in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 95 increasing their positions, 86 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
-10
Holders Change %
-3.8%
% of All Funds
3.68%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
27
Increased
95
Reduced
86
Closed
35
Calls
$7.95M
Puts
$9.79M
Net Calls
-$1.85M
Net Calls Change
-$3.83M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$126M
2
IC
2
Impactive Capital
New York
$142M
3
Victory Capital Management
3
Victory Capital Management
Texas
$104M
4
UBS AM
4
UBS AM
Illinois
$8.37M
5
MDSL
5
M.D. Sass LLC
New York
$18.7M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$81.1M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$180M
3
Amundi
3
Amundi
France
$516K
4
2
4
2Xideas
Switzerland
$0
5
SFA
5
Sequoia Financial Advisors
Ohio
$16.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nomura Asset Management
201
Nomura Asset Management
Japan
$25.5K – – –
EWA
202
EverSource Wealth Advisors
Alabama
$23K +$2.57K +24 +13%
RBC
203
Roble Belko & Company
Pennsylvania
$20K – – –
SAM
204
Smartleaf Asset Management
Massachusetts
$19.9K +$12.1K +126 +156%
VCM
205
Versant Capital Management
Arizona
$19.7K – – –
PA
206
Parallel Advisors
California
$19.7K -$393 -4 -2%
CFM
207
Catalyst Funds Management
Australia
$19.6K -$19.6K -200 -50%
SC
208
SouthState Corp
Florida
$19.6K – – –
RA
209
Rise Advisors
New York
$17.8K +$98 +1 +0.6%
Fifth Third Bancorp
210
Fifth Third Bancorp
Ohio
$15.4K +$3.73K +38 +32%
Walleye Trading
211
Walleye Trading
New York
$13.8K -$153K -1,563 -92%
MSG
212
Main Street Group
Virginia
$13.3K – – –
IAIM
213
International Assets Investment Management
Florida
$11.8K +$11.8K +120 New
AF
214
Allworth Financial
California
$11.3K – – –
TFA
215
Toth Financial Advisory
Virginia
$9.82K – – –
MG
216
Mather Group
Illinois
$9.67K +$9.67K +96 New
CA
217
Continuum Advisory
Idaho
$9.03K – – –
C
218
Covestor
United Kingdom
$8K -$9.9K -94 -55%
OC
219
Oakworth Capital
Alabama
$7.66K – – –
LC
220
Lindbrook Capital
California
$7.46K +$491 +5 +7%
GIA
221
GHP Investment Advisors
Colorado
$7.37K – – –
CFGS
222
Concourse Financial Group Securities
Alabama
$7.37K – – –
FFA
223
Farther Finance Advisors
California
$7.04K +$282 +3 +4%
AAP
224
Arax Advisory Partners
Colorado
$5.6K +$5.6K +57 New
GRP
225
Global Retirement Partners
California
$5.3K +$5.01K +51 +1,700%
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