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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.

New
Increased
Maintained
Reduced
Closed

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: 234245 (+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: 76 (-1)

Holders
245
Holders Change
+11
Holders Change %
+4.7%
% of All Funds
4.22%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
29
Increased
83
Reduced
82
Closed
18
Calls
$6.03M
Puts
$1.92M
Net Calls
+$4.1M
Net Calls Change
+$5.43M
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
26
Thornburg Investment Management
New Mexico
$10.7M -$166K -1,628 -1%
Ameriprise
27
Ameriprise
Minnesota
$10.5M -$382K -3,741 -3%
KCM
28
Kathmere Capital Management
Pennsylvania
$10.3M
Balyasny Asset Management
29
Balyasny Asset Management
Illinois
$10M +$10.6M +103,560 +633%
1832 Asset Management
30
1832 Asset Management
Ontario, Canada
$9.46M
Bank of America
31
Bank of America
North Carolina
$9.31M -$189K -1,852 -2%
2
32
2Xideas
Switzerland
$8.69M -$17.4K -170 -0.2%
N
33
Nuveen
North Carolina
$8.66M -$1.33M -13,012 -11%
ACH
34
ArrowMark Colorado Holdings
Colorado
$8.37M
SRC
35
Shufro Rose & Co
New York
$8.31M
EAM
36
Eventide Asset Management
Massachusetts
$7.92M
Deutsche Bank
37
Deutsche Bank
Germany
$7.4M -$345K -3,380 -4%
Legal & General Group
38
Legal & General Group
United Kingdom
$7.38M -$30.8K -302 -0.3%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$7.18M +$412K +4,037 +5%
P2P
40
Phase 2 Partners
California
$6.89M +$1.62M +15,899 +24%
Invesco
41
Invesco
Georgia
$6.8M -$1.87M -18,302 -18%
Swiss National Bank
42
Swiss National Bank
Switzerland
$6.25M +$102K +1,000 +1%
PI
43
Putnam Investments
Massachusetts
$6.2M +$114K +1,115 +2%
EAM
44
Erste Asset Management
Austria
$6.03M
JP Morgan Chase
45
JP Morgan Chase
New York
$5.62M +$621K +6,085 +10%
CIC
46
Crawford Investment Counsel
Georgia
$5.52M +$409K +4,007 +6%
GKIM
47
GW&K Investment Management
Massachusetts
$5.04M -$653K -6,392 -10%
GGI
48
GPM Growth Investors
Michigan
$5.02M +$7.55K +74 +0.1%
BCM
49
Bridgeway Capital Management
Texas
$4.96M
Public Sector Pension Investment Board (PSP Investments)
50
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.71M -$11.8K -116 -0.2%

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.