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Walker & Dunlop

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

81% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 21

11% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 79

7% more funds holding

Funds holding: 226242 (+16)

1.95% more ownership

Funds ownership: 75.45%77.4% (+2%)

4% more capital invested

Capital invested by funds: $1.87B → $1.95B (+$80.1M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

21% less call options, than puts

Call options by funds: $1.54M | Put options by funds: $1.95M

Holders
242
Holders Change
+16
Holders Change %
+7.08%
% of All Funds
3.86%
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
Name Holding Trade Value Shares
Change
Change in
Stake
LC
226
Lindbrook Capital
California
$1.22K +$434 +5 +45%
CA
227
Clearstead Advisors
Ohio
$1.21K
SFG
228
Steward Financial Group
Texas
$1K +$347 +4 +29%
NSG
229
Nalls Sherbakoff Group
Tennessee
$957 +$1.13K +13 New
AWM
230
Abound Wealth Management
Tennessee
$919
SC
231
Schubert & Co
Texas
$915 +$87 +1 +9%
AF
232
Advisornet Financial
Minnesota
$762 -$87 -1 -9%
JWA
233
JFS Wealth Advisors
Pennsylvania
$610 -$1.04K -12 -60%
SIC
234
SJS Investment Consulting
Ohio
$610 -$87 -1 -11%
MPWT
235
MassMutual Private Wealth & Trust
Connecticut
$609 +$87 +1 +14%
BIA
236
Bell Investment Advisors
California
$458 -$2K -23 -79%
Commonwealth Equity Services
237
Commonwealth Equity Services
Massachusetts
$401 +$38.8K +447 +9%
DI
238
Disciplined Investments
Oklahoma
$381 +$87 +1 +25%
ECM
239
Everence Capital Management
Indiana
$331
HCP
240
Hexagon Capital Partners
Arkansas
$76 -$434 -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
-$1.06M -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

WD Hedge Fund Activity: Q1 2023 in Review

242 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Walker & Dunlop (WD) for Q1 2023, worth a combined $1.95B — up 4.3% from $1.87B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new WD positions and 21 closed out — a net gain of 17 holders — while 88 added to existing stakes and 79 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $21.5M. The largest seller was Millennium Management, cutting an estimated $8.58M.

  • 242 institutional investors held Walker & Dunlop (WD) as of Q1 2023, up from 226 in Q4 2022.
  • Funds reported $1.95B of Walker & Dunlop stock for Q1 2023, up 4.3% quarter-over-quarter.
  • 38 funds opened new Walker & Dunlop positions in Q1 2023 and 21 closed out, a net change of +17 holders.
  • The largest Walker & Dunlop buyer in Q1 2023 was Fidelity Investments, an estimated $21.5M added.
  • The largest Walker & Dunlop seller in Q1 2023 was Millennium Management, an estimated $8.58M sold.

Based on aggregated 13F filings for Q1 2023.