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Walker & Dunlop

225 hedge funds and large institutions have $2.41B invested in Walker & Dunlop in 2021 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 80 increasing their positions, 74 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 21

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

20% more call options, than puts

Call options by funds: $11M | Put options by funds: $9.13M

11% more capital invested

Capital invested by funds: $2.16B → $2.41B (+$245M)

7% more funds holding

Funds holding: 210225 (+15)

8% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 74

0.48% more ownership

Funds ownership: 75.33%75.81% (+0.48%)

Holders
225
Holders Change
+15
Holders Change %
+7.14%
% of All Funds
3.95%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
38
Increased
80
Reduced
74
Closed
21
Calls
$11M
Puts
$9.13M
Net Calls
+$1.87M
Net Calls Change
-$4.55M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$500M +$33.3M +342,638 +8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$377M +$7.54M +77,637 +2%
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$172M +$5.94M +61,100 +4%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$135M -$16.3M -168,125 -11%
State Street
5
State Street
Massachusetts
$119M +$13.4M +137,541 +13%
Victory Capital Management
6
Victory Capital Management
Texas
$78.1M -$25M -256,862 -25%
Goldman Sachs
7
Goldman Sachs
New York
$76M +$1.95M +20,078 +3%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$52.4M +$308K +3,166 +0.6%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$52M +$3.8M +39,099 +8%
Boston Partners
10
Boston Partners
Massachusetts
$50M -$22M -226,338 -32%
Northern Trust
11
Northern Trust
Illinois
$42M -$8.26M -85,032 -17%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$38.8M +$50K +515 +0.1%
RA
13
Royce & Associates
New York
$33.3M +$4.21M +43,299 +15%
Norges Bank
14
Norges Bank
Norway
$31.1M -$7.9M -81,359 -21%
N
15
Nuveen
North Carolina
$28.7M -$936K -9,638 -3%
Charles Schwab
16
Charles Schwab
California
$27.5M +$479K +4,931 +2%
Brown Advisory
17
Brown Advisory
Maryland
$25.1M -$291K -2,995 -1%
FSCM
18
First Sabrepoint Capital Management
Texas
$24.4M -$719K -7,400 -3%
JP Morgan Chase
19
JP Morgan Chase
New York
$22M +$3.17M +32,658 +18%
Principal Financial Group
20
Principal Financial Group
Iowa
$21M +$264K +2,716 +1%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$20M +$7.12M +73,310 +60%
LSV Asset Management
22
LSV Asset Management
Illinois
$19.5M -$6.89M -70,916 -27%
Morgan Stanley
23
Morgan Stanley
New York
$17.5M +$2.51M +25,801 +18%
Deutsche Bank
24
Deutsche Bank
Germany
$16.2M +$4.37M +44,948 +40%
Ameriprise
25
Ameriprise
Minnesota
$14.4M +$898K +9,248 +7%

WD Hedge Fund Activity: Q1 2021 in Review

225 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Walker & Dunlop (WD) for Q1 2021, worth a combined $2.41B — up 11% from $2.16B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new WD positions and 21 closed out — a net gain of 17 holders — while 80 added to existing stakes and 74 trimmed.

The largest buyer was BlackRock, adding an estimated $33.3M. The largest seller was Victory Capital Management, cutting an estimated $25M.

  • 225 institutional investors held Walker & Dunlop (WD) as of Q1 2021, up from 210 in Q4 2020.
  • Funds reported $2.41B of Walker & Dunlop stock for Q1 2021, up 11% quarter-over-quarter.
  • 38 funds opened new Walker & Dunlop positions in Q1 2021 and 21 closed out, a net change of +17 holders.
  • The largest Walker & Dunlop buyer in Q1 2021 was BlackRock, an estimated $33.3M added.
  • The largest Walker & Dunlop seller in Q1 2021 was Victory Capital Management, an estimated $25M sold.

Based on aggregated 13F filings for Q1 2021.