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Walker & Dunlop
WD

Overview Fund Activity

242 hedge funds and large institutions have $1.95B invested in Walker & Dunlop in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 88 increasing their positions, 79 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
+16
Holders Change %
+7.08%
% of All Funds
3.87%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
38
Increased
88
Reduced
79
Closed
21
Calls
$1.54M
Puts
$1.95M
Net Calls
-$411K
Net Calls Change
+$190K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$199M
2
Bank of America
2
Bank of America
North Carolina
$27.5M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$15.1M
4
Citadel Advisors
4
Citadel Advisors
Florida
$9.15M
5
Morgan Stanley
5
Morgan Stanley
New York
$32.2M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$613K
2
EAM
2
Eventide Asset Management
Massachusetts
$0
3
HCM
3
Harspring Capital Management
New York
$12.7M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$276M
5
Cerity Partners
5
Cerity Partners
New York
$1.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
226
Lindbrook Capital
California
$1.22K +$381 +5 +45%
CA
227
Clearstead Advisors
Ohio
$1.21K – – –
SFG
228
Steward Financial Group
Texas
$1K +$222 +4 +29%
NSG
229
Nalls Sherbakoff Group
Tennessee
$957 +$957 +13 New
AWM
230
Abound Wealth Management
Tennessee
$919 – – –
SC
231
Schubert & Co
Texas
$915 +$76 +1 +9%
AF
232
Advisornet Financial
Minnesota
$762 -$76 -1 -9%
JWA
233
JFS Wealth Advisors
Pennsylvania
$610 -$915 -12 -60%
SIC
234
SJS Investment Consulting
Ohio
$610 -$76 -1 -11%
MPWT
235
MassMutual Private Wealth & Trust
Connecticut
$609 +$76 +1 +14%
BIA
236
Bell Investment Advisors
California
$458 -$1.76K -23 -79%
Commonwealth Equity Services
237
Commonwealth Equity Services
Massachusetts
$401 +$34 +447 +9%
DI
238
Disciplined Investments
Oklahoma
$381 +$76 +1 +25%
ECM
239
Everence Capital Management
Indiana
$331 – – –
HCP
240
Hexagon Capital Partners
Arkansas
$76 -$380 -5 -83%
EAM
241
Eventide Asset Management
Massachusetts
– -$7.42M -94,535 Closed
BMO
242
Beck Mack & Oliver
New York
– -$1.45M -18,452 Closed
CAM
243
ClariVest Asset Management
California
– -$1.07M -13,567 Closed
CI
244
CX Institutional
Indiana
– -$891K -11,359 Closed
Holocene Advisors
245
Holocene Advisors
New York
– -$840K -10,698 Closed
HSBC Holdings
246
HSBC Holdings
United Kingdom
– -$549K -6,981 Closed
State Board of Administration of Florida Retirement System
247
State Board of Administration of Florida Retirement System
Florida
– -$468K -5,961 Closed
SAM
248
Shell Asset Management
Netherlands
– -$429K -5,461 Closed
DA
249
Duality Advisers
Florida
– -$219K -2,793 Closed
AWM
250
AE Wealth Management
Kansas
– -$215K -2,738 Closed
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10
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