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.
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: 2 → 2 (0)
10% less funds holding
Funds holding: 242 → 217 (-25)
50% less first-time investments, than exits
New positions opened: 24 | Existing positions closed: 48
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
+$18.3M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
+$17.3M |
| 3 |
VC
Voss Capital
Houston,
Texas
|
+$15.9M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$8.86M |
| 5 |
BlackRock
New York
|
+$8.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$30.9M |
| 2 |
HCM
Harspring Capital Management
New York
|
-$7.12M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$5.54M |
| 4 |
MAP
Moody Aldrich Partners
Marblehead,
Massachusetts
|
-$3.84M |
| 5 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$3.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
251
Point72 Asset Management
Stamford,
Connecticut
| – | -$26K | -341 | Closed |
|
252
Walleye Trading
New York
| – | -$24.8K | -326 | Closed |
|
|
RTC
253
Riverview Trust Company
Vancouver,
Washington
| – | -$10.9K | -143 | Closed |
|
|
BTI
254
Blue Trust Inc
Alpharetta,
Georgia
| – | -$8.3K | -115 | -96% |
|
|
TWA
255
TCI Wealth Advisors
Tucson,
Arizona
| – | -$8.23K | -108 | Closed |
|
|
AAS
256
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$5.77K | -85 | Closed |
|
|
STCOSD
257
Sageworth Trust Company of South Dakota
Sioux Falls,
South Dakota
| – | -$2.21K | -29 | Closed |
|
|
EI
258
Ellevest Inc
New York
| – | -$1.9K | -25 | Closed |
|
|
SFG
259
Steward Financial Group
Colleyville,
Texas
| – | -$1K | -18 | Closed |
|
|
SC
260
Schubert & Co
Mckinney,
Texas
| – | -$915 | -12 | Closed |
|
|
AF
261
Advisornet Financial
Minnetonka,
Minnesota
| – | -$762 | -10 | Closed |
|
|
HCP
262
Hexagon Capital Partners
Rogers,
Arkansas
| – | -$76 | -1 | 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.