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.
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: 234 → 245 (+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: 7 → 6 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
+$199M |
| 2 |
NIG
NFJ Investment Group
Dallas,
Texas
|
+$11M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$10.6M |
| 4 |
MDSL
M.D. Sass LLC
New York
|
+$4.68M |
| 5 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$4.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$73.3M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$35.1M |
| 3 |
BlackRock
New York
|
-$7.42M |
| 4 |
State Street
Boston,
Massachusetts
|
-$6.79M |
| 5 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
-$6.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VFA
251
Valeo Financial Advisors
Carmel,
Indiana
| – | -$209K | -2,166 | Closed |
|
|
PA
252
Profund Advisors
Bethesda,
Maryland
| – | -$201K | -2,084 | Closed |
|
|
PHK
253
Point72 Hong Kong
Hong Kong
| – | -$184K | -1,909 | Closed |
|
254
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$147K | -1,522 | Closed |
|
|
SOW
255
State of Wyoming
Cheyenne,
Wyoming
| – | -$41K | -428 | Closed |
|
|
GWM
256
Geneos Wealth Management
Englewood,
Colorado
| – | -$29K | -300 | Closed |
|
|
VVP
257
Venture Visionary Partners
Sylvania,
Ohio
| – | -$10.5K | -109 | Closed |
|
|
DFCM
258
Dark Forest Capital Management
San Juan,
Puerto Rico
| – | -$9K | -94 | Closed |
|
|
SFG
259
Steward Financial Group
Colleyville,
Texas
| – | -$1K | -18 | Closed |
|
|
GRP
260
Global Retirement Partners
San Rafael,
California
| – | -$1.33K | -13 | -72% |
|
|
HCP
261
Hexagon Capital Partners
Rogers,
Arkansas
| – | +$204 | +2 | New |
|
262
Fidelity International
Hamilton,
Bermuda
| – | +$408 | +4 | New |
|
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.