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Walker & Dunlop

271 hedge funds and large institutions have $3.58B invested in Walker & Dunlop in 2021 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 72 increasing their positions, 88 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

263% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 19

204% more call options, than puts

Call options by funds: $13.4M | Put options by funds: $4.42M

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

34% more capital invested

Capital invested by funds: $2.66B → $3.58B (+$917M)

22% more funds holding

Funds holding: 223271 (+48)

0.46% more ownership

Funds ownership: 73.78%74.25% (+0.46%)

18% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 88

Holders
271
Holders Change
+48
Holders Change %
+21.52%
% of All Funds
4.17%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.14%
New
69
Increased
72
Reduced
88
Closed
19
Calls
$13.4M
Puts
$4.42M
Net Calls
+$9M
Net Calls Change
-$602K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$715M +$14M +100,326 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$555M +$198K +1,424 +0%
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$289M -$135K -970 -0.1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$169M -$4.12M -29,561 -3%
State Street
5
State Street
Massachusetts
$159M +$172K +1,232 +0.1%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$131M +$65.2M +468,083 +118%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$95.8M +$964K +6,921 +1%
Goldman Sachs
8
Goldman Sachs
New York
$92.8M -$18.2M -130,462 -17%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$74.3M +$2.2M +15,754 +3%
Boston Partners
10
Boston Partners
Massachusetts
$71M -$458K -3,286 -0.7%
Victory Capital Management
11
Victory Capital Management
Texas
$69.5M -$48.8M -350,335 -43%
Northern Trust
12
Northern Trust
Illinois
$59.1M -$1.24M -8,918 -2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$53.9M -$2.27M -16,306 -4%
HCM
14
Harspring Capital Management
New York
$41.1M -$7.59M -54,500 -17%
Charles Schwab
15
Charles Schwab
California
$41.1M +$518K +3,717 +1%
Norges Bank
16
Norges Bank
Norway
$39.7M +$460K +3,303 +1%
Brown Advisory
17
Brown Advisory
Maryland
$36.1M -$334K -2,394 -1%
MDSL
18
M.D. Sass LLC
New York
$34.1M -$13M -93,504 -29%
CC
19
Conversant Capital
New Jersey
$32.3M +$29.8M +214,000 New
FSCM
20
First Sabrepoint Capital Management
Texas
$30.2M
Principal Financial Group
21
Principal Financial Group
Iowa
$30M -$488K -3,506 -2%
N
22
Nuveen
North Carolina
$28.6M -$1.72M -12,338 -6%
Morgan Stanley
23
Morgan Stanley
New York
$28.1M +$4.47M +32,065 +21%
JP Morgan Chase
24
JP Morgan Chase
New York
$21.8M +$2.56M +18,403 +15%
Bank of America
25
Bank of America
North Carolina
$20.7M -$602K -4,322 -3%

WD Hedge Fund Activity: Q4 2021 in Review

271 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Walker & Dunlop (WD) for Q4 2021, worth a combined $3.58B — up 34% from $2.66B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new WD positions and 19 closed out — a net gain of 50 holders — while 72 added to existing stakes and 88 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $65.2M. The largest seller was Victory Capital Management, cutting an estimated $48.8M.

  • 271 institutional investors held Walker & Dunlop (WD) as of Q4 2021, up from 223 in Q3 2021.
  • Funds reported $3.58B of Walker & Dunlop stock for Q4 2021, up 34% quarter-over-quarter.
  • 69 funds opened new Walker & Dunlop positions in Q4 2021 and 19 closed out, a net change of +50 holders.
  • The largest Walker & Dunlop buyer in Q4 2021 was Fidelity Investments, an estimated $65.2M added.
  • The largest Walker & Dunlop seller in Q4 2021 was Victory Capital Management, an estimated $48.8M sold.

Based on aggregated 13F filings for Q4 2021.