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Walker & Dunlop

220 hedge funds and large institutions have $2.43B invested in Walker & Dunlop in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 71 increasing their positions, 83 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $2.41B → $2.43B (+$18.8M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2% less funds holding

Funds holding: 225220 (-5)

2.61% less ownership

Funds ownership: 75.81%73.19% (-2.6%)

14% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 83

18% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 28

25% less call options, than puts

Call options by funds: $12M | Put options by funds: $16M

Holders
220
Holders Change
-5
Holders Change %
-2.22%
% of All Funds
3.83%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
23
Increased
71
Reduced
83
Closed
28
Calls
$12M
Puts
$16M
Net Calls
-$3.94M
Net Calls Change
-$5.81M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$499M -$8.37M -79,910 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$388M +$5.16M +49,248 +1%
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$197M +$22.5M +214,882 +13%
State Street
4
State Street
Massachusetts
$123M +$1.57M +14,962 +1%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$122M -$16M -152,560 -12%
Goldman Sachs
6
Goldman Sachs
New York
$82M +$4.83M +46,101 +6%
Victory Capital Management
7
Victory Capital Management
Texas
$70M -$9.38M -89,558 -12%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$55.4M +$2.64M +25,188 +5%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$53.7M +$431K +4,115 +0.8%
Boston Partners
10
Boston Partners
Massachusetts
$49.8M -$411K -3,928 -0.8%
Northern Trust
11
Northern Trust
Illinois
$42.7M -$31K -296 -0.1%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$39.1M -$289K -2,758 -0.7%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$33.5M +$13.2M +126,154 +65%
Norges Bank
14
Norges Bank
Norway
$29.4M -$2.25M -21,474 -7%
Charles Schwab
15
Charles Schwab
California
$28.1M +$134K +1,283 +0.5%
N
16
Nuveen
North Carolina
$25.3M -$3.92M -37,401 -13%
Brown Advisory
17
Brown Advisory
Maryland
$25.3M -$209K -2,000 -0.8%
RA
18
Royce & Associates
New York
$22M -$11.8M -113,111 -35%
Principal Financial Group
19
Principal Financial Group
Iowa
$21.7M +$357K +3,413 +2%
HCM
20
Harspring Capital Management
New York
$21.3M +$7.1M +67,833 +50%
MDSL
21
M.D. Sass LLC
New York
$21M +$21.1M +201,483 New
FSCM
22
First Sabrepoint Capital Management
Texas
$20.4M -$4.46M -42,600 -18%
JP Morgan Chase
23
JP Morgan Chase
New York
$18.3M -$4.05M -38,699 -18%
Morgan Stanley
24
Morgan Stanley
New York
$17.5M -$318K -3,042 -2%
LSV Asset Management
25
LSV Asset Management
Illinois
$16.5M -$3.36M -32,081 -17%

WD Hedge Fund Activity: Q2 2021 in Review

220 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Walker & Dunlop (WD) for Q2 2021, worth a combined $2.43B — up 0.78% from $2.41B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of WD and 23 opened new positions — a net loss of 5 holders — while 83 trimmed existing stakes and 71 added.

The largest buyer was Janus Henderson Group, adding an estimated $22.5M. The largest seller was Dimensional Fund Advisors, cutting an estimated $16M.

  • 220 institutional investors held Walker & Dunlop (WD) as of Q2 2021, down from 225 in Q1 2021.
  • Funds reported $2.43B of Walker & Dunlop stock for Q2 2021, up 0.78% quarter-over-quarter.
  • 23 funds opened new Walker & Dunlop positions in Q2 2021 and 28 closed out, a net change of -5 holders.
  • The largest Walker & Dunlop buyer in Q2 2021 was Janus Henderson Group, an estimated $22.5M added.
  • The largest Walker & Dunlop seller in Q2 2021 was Dimensional Fund Advisors, an estimated $16M sold.

Based on aggregated 13F filings for Q2 2021.