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Walker & Dunlop

217 hedge funds and large institutions have $2.08B invested in Walker & Dunlop in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 84 increasing their positions, 67 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more call options, than puts

Call options by funds: $2.06M | Put options by funds: $1.5M

25% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 67

7% more capital invested

Capital invested by funds: $1.95B → $2.08B (+$135M)

1.59% more ownership

Funds ownership: 77.4%78.99% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

10% less funds holding

Funds holding: 242217 (-25)

50% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 48

Holders
217
Holders Change
-25
Holders Change %
-10.33%
% of All Funds
3.41%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
84
Reduced
67
Closed
48
Calls
$2.06M
Puts
$1.5M
Net Calls
+$568K
Net Calls Change
+$979K
Name Holding Trade Value Shares
Change
Change in
Stake
JF
226
Jump Financial
Illinois
-$804K -10,552 Closed
SG Americas Securities
227
SG Americas Securities
New York
-$768K -10,083 Closed
Millennium Management
228
Millennium Management
New York
-$613K -8,048 Closed
Two Sigma Investments
229
Two Sigma Investments
New York
-$487K -6,399 Closed
Qube Research & Technologies (QRT)
230
Qube Research & Technologies (QRT)
United Kingdom
-$485K -6,362 Closed
I
231
InceptionR
California
-$383K -5,024 Closed
CAM
232
Cresset Asset Management
Illinois
-$378K -4,966 Closed
Mackenzie Financial
233
Mackenzie Financial
Ontario, Canada
-$354K -4,651 Closed
WG
234
Winton Group
United Kingdom
-$317K -4,157 Closed
Rockefeller Capital Management
235
Rockefeller Capital Management
New York
-$311K -4,087 Closed
GBA
236
Garrison Bradford & Associates
New York
-$267K -3,500 Closed
Teacher Retirement System of Texas
237
Teacher Retirement System of Texas
Texas
-$266K -3,488 Closed
Walleye Capital
238
Walleye Capital
New York
-$260K -3,414 Closed
YIH
239
Y-Intercept (HK)
Hong Kong
-$245K -3,211 Closed
MAM
240
Meeder Asset Management
Ohio
-$243K -3,189 Closed
RJFSA
241
Raymond James Financial Services Advisors
Florida
-$227K -2,987 Closed
AWA
242
Arkadios Wealth Advisors
Georgia
-$210K -2,763 Closed
VFA
243
Valeo Financial Advisors
Indiana
-$204K -2,684 Closed
BCI
244
Brinker Capital Investments
Pennsylvania
-$202K -2,653 Closed
OPS
245
Orion Portfolio Solutions
Nebraska
-$202K -2,653 Closed
ACM
246
Aquatic Capital Management
Illinois
-$53K -700 Closed
QT
247
Quantbot Technologies
New York
-$50.3K -661 Closed
MWM
248
Mascoma Wealth Management
New Hampshire
-$36.1K -537 Closed
Cerity Partners
249
Cerity Partners
New York
-$1.29M -468 Closed
BAM
250
Belpointe Asset Management
Nevada
-$26.3K -345 Closed

WD Hedge Fund Activity: Q2 2023 in Review

217 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Walker & Dunlop (WD) for Q2 2023, worth a combined $2.08B — up 6.9% from $1.95B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of WD and 24 opened new positions — a net loss of 24 holders — while 67 trimmed existing stakes and 84 added.

The largest buyer was Sequoia Financial Advisors, opening a new position worth an estimated $18.3M. The largest seller was Fidelity Investments, cutting an estimated $30.9M.

  • 217 institutional investors held Walker & Dunlop (WD) as of Q2 2023, down from 242 in Q1 2023.
  • Funds reported $2.08B of Walker & Dunlop stock for Q2 2023, up 6.9% quarter-over-quarter.
  • 24 funds opened new Walker & Dunlop positions in Q2 2023 and 48 closed out, a net change of -24 holders.
  • The largest Walker & Dunlop buyer in Q2 2023 was Sequoia Financial Advisors, an estimated $18.3M added.
  • The largest Walker & Dunlop seller in Q2 2023 was Fidelity Investments, an estimated $30.9M sold.

Based on aggregated 13F filings for Q2 2023.