Walker & Dunlop
217 hedge funds and large institutions have $2.01B invested in Walker & Dunlop in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 79 increasing their positions, 67 reducing their positions, and 22 closing their positions.
18% more repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 67
2.45% more ownership
Funds ownership: 78.99% → 81.44% (+2.5%)
5% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 22
3% more call options, than puts
Call options by funds: $3.24M | Put options by funds: $3.14M
0% more funds holding
Funds holding: 217 → 217 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
3% less capital invested
Capital invested by funds: $2.08B → $2.01B (-$69.2M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$33.9M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$32.8M |
| 3 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$15.4M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$11.3M |
| 5 |
NC
Nixon Capital
Austin,
Texas
|
+$7.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VC
Voss Capital
Houston,
Texas
|
-$12.5M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
-$12.1M |
| 3 |
Morgan Stanley
New York
|
-$9.02M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$8.27M |
| 5 |
Janus Henderson Group
London,
United Kingdom
|
-$7.75M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ECA
226
Endeavour Capital Advisors
Greenwich,
Connecticut
| – | -$562K | -7,106 | Closed |
|
|
WHG
227
Westwood Holdings Group
Dallas,
Texas
| – | -$343K | -4,336 | Closed |
|
|
PI
228
PEAK6 Investments
Chicago,
Illinois
| – | -$260K | -3,081 | Closed |
|
|
PA
229
Profund Advisors
Bethesda,
Maryland
| – | -$235K | -2,976 | Closed |
|
230
LPL Financial
San Diego,
California
| – | -$210K | -2,655 | Closed |
|
|
CL
231
Choreo LLC
Rockford,
Illinois
| – | -$209K | -2,648 | Closed |
|
|
CGH
232
Crossmark Global Holdings
Houston,
Texas
| – | -$228K | -2,518 | Closed |
|
|
FCA
233
FinTrust Capital Advisors
Greenville,
South Carolina
| – | -$72.6K | -925 | Closed |
|
|
SIC
234
Salem Investment Counselors
Winston Salem,
North Carolina
| – | -$3.96K | -50 | Closed |
|
|
QL
235
Quarry LP
New York
| – | -$3.8K | -48 | Closed |
|
|
GEA
236
Glen Eagle Advisors
Kingston,
New Jersey
| – | -$2.72K | -35 | Closed |
|
237
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$1.98K | -25 | Closed |
|
|
DI
238
Disciplined Investments
Tulsa,
Oklahoma
| – | -$475 | -6 | Closed |
|
WD Hedge Fund Activity: Q3 2023 in Review
217 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Walker & Dunlop (WD) for Q3 2023, worth a combined $2.01B — down 3.3% from $2.08B a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new WD positions and 22 closed out — a net gain of 1 holder — while 79 added to existing stakes and 67 trimmed.
The largest buyer was Millennium Management, opening a new position worth an estimated $33.9M. The largest seller was Voss Capital, cutting an estimated $12.5M.
- 217 institutional investors held Walker & Dunlop (WD) as of Q3 2023, unchanged from Q2 2023.
- Funds reported $2.01B of Walker & Dunlop stock for Q3 2023, down 3.3% quarter-over-quarter.
- 23 funds opened new Walker & Dunlop positions in Q3 2023 and 22 closed out, a net change of +1 holder.
- The largest Walker & Dunlop buyer in Q3 2023 was Millennium Management, an estimated $33.9M added.
- The largest Walker & Dunlop seller in Q3 2023 was Voss Capital, an estimated $12.5M sold.
Based on aggregated 13F filings for Q3 2023.