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Walker & Dunlop

245 hedge funds and large institutions have $2.22B invested in Walker & Dunlop in 2022 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 83 increasing their positions, 82 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more call options, than puts

Call options by funds: $6.03M | Put options by funds: $1.92M

61% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 18

5.37% more ownership

Funds ownership: 74.73%80.1% (+5.4%)

5% more funds holding

Funds holding: 234245 (+11)

1% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 82

7% less capital invested

Capital invested by funds: $2.38B → $2.22B (-$163M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
245
Holders Change
+11
Holders Change %
+4.7%
% of All Funds
4.22%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
29
Increased
83
Reduced
82
Closed
18
Calls
$6.03M
Puts
$1.92M
Net Calls
+$4.1M
Net Calls Change
+$5.43M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
226
Sugarloaf Wealth Management
Georgia
$2K
SC
227
Schubert & Co
Texas
$2K +$204 +2 +13%
FMII
228
Farmers & Merchants Investments Inc
Nebraska
$2K +$2.14K +21 New
VWM
229
Valley Wealth Managers
New Jersey
$2K +$2.25K +22 New
MPWT
230
MassMutual Private Wealth & Trust
Connecticut
$2K +$2.35K +23 New
AWM
231
Abound Wealth Management
Tennessee
$1.01K +$1.23K +12 New
PA
232
Parallel Advisors
California
$1K -$2.25K -22 -59%
MCM
233
Manchester Capital Management
Vermont
$1K -$715 -7 -35%
KTC
234
Kistler-Tiffany Companies
Pennsylvania
$1K
CA
235
Clearstead Advisors
Ohio
$1K +$102 +1 +7%
IA
236
IFP Advisors
Florida
$1K +$306 +3 New
SIC
237
SJS Investment Consulting
Ohio
$1K +$612 +6 New
DI
238
Disciplined Investments
Oklahoma
$1K +$715 +7 +350%
JFGIW
239
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K +$1.02K +10 New
MGIM
240
M&G Investment Management
United Kingdom
$976
Bank of Montreal
241
Bank of Montreal
Ontario, Canada
$314 +$16.3K +160 +5%
CCP
242
Clough Capital Partners
Massachusetts
-$6.3M -65,390 Closed
MSRPS
243
Maryland State Retirement & Pension System
Maryland
-$1.19M -12,351 Closed
Citadel Advisors
244
Citadel Advisors
Florida
-$1.04M -10,212 Closed
AI
245
Atom Investors
Texas
-$865K -8,975 Closed
CI
246
CX Institutional
Indiana
-$630K -6,544 Closed
SG Americas Securities
247
SG Americas Securities
New York
-$428K -4,439 Closed
GC
248
Guggenheim Capital
Illinois
-$320K -3,323 Closed
RIM
249
Redwood Investment Management
Arizona
-$313K -3,252 Closed
Walleye Capital
250
Walleye Capital
New York
-$230K -2,390 Closed

WD Hedge Fund Activity: Q3 2022 in Review

245 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Walker & Dunlop (WD) for Q3 2022, worth a combined $2.22B — down 6.8% from $2.38B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new WD positions and 18 closed out — a net gain of 11 holders — while 83 added to existing stakes and 82 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $199M. The largest seller was T. Rowe Price Associates, cutting an estimated $73.3M.

  • 245 institutional investors held Walker & Dunlop (WD) as of Q3 2022, up from 234 in Q2 2022.
  • Funds reported $2.22B of Walker & Dunlop stock for Q3 2022, down 6.8% quarter-over-quarter.
  • 29 funds opened new Walker & Dunlop positions in Q3 2022 and 18 closed out, a net change of +11 holders.
  • The largest Walker & Dunlop buyer in Q3 2022 was Janus Henderson Group, an estimated $199M added.
  • The largest Walker & Dunlop seller in Q3 2022 was T. Rowe Price Associates, an estimated $73.3M sold.

Based on aggregated 13F filings for Q3 2022.