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Walker & Dunlop

242 hedge funds and large institutions have $1.95B invested in Walker & Dunlop in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 88 increasing their positions, 79 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 21

11% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 79

7% more funds holding

Funds holding: 226242 (+16)

1.95% more ownership

Funds ownership: 75.45%77.4% (+2%)

4% more capital invested

Capital invested by funds: $1.87B → $1.95B (+$80.1M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

21% less call options, than puts

Call options by funds: $1.54M | Put options by funds: $1.95M

Holders
242
Holders Change
+16
Holders Change %
+7.08%
% of All Funds
3.86%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
38
Increased
88
Reduced
79
Closed
21
Calls
$1.54M
Puts
$1.95M
Net Calls
-$411K
Net Calls Change
+$190K
Name Holding Trade Value Shares
Change
Change in
Stake
2
26
2Xideas
Switzerland
$10.3M +$779K +8,980 +7%
TIM
27
Thornburg Investment Management
New Mexico
$9.61M +$6.07K +70 +0.1%
Citadel Advisors
28
Citadel Advisors
Florida
$9.15M +$8.48M +97,759 +437%
Ameriprise
29
Ameriprise
Minnesota
$8.77M -$476K -5,482 -5%
ACH
30
ArrowMark Colorado Holdings
Colorado
$7.62M
RhumbLine Advisers
31
RhumbLine Advisers
Massachusetts
$7.53M +$407K +4,692 +5%
Deutsche Bank
32
Deutsche Bank
Germany
$7.34M +$513K +5,910 +7%
N
33
Nuveen
North Carolina
$7.13M -$341K -3,927 -4%
Invesco
34
Invesco
Georgia
$6.97M +$1.83M +21,049 +30%
SRC
35
Shufro Rose & Co
New York
$6.84M -$193K -2,224 -2%
Legal & General Group
36
Legal & General Group
United Kingdom
$6.8M -$24.4K -281 -0.3%
CIC
37
Crawford Investment Counsel
Georgia
$5.72M +$701K +8,083 +12%
Swiss National Bank
38
Swiss National Bank
Switzerland
$5.16M -$694K -8,000 -11%
Amundi
39
Amundi
France
$4.85M +$5.89M +67,911 New
GGI
40
GPM Growth Investors
Michigan
$4.5M -$52K -599 -1%
GKIM
41
GW&K Investment Management
Massachusetts
$4.48M -$63.3K -730 -1%
PI
42
Putnam Investments
Massachusetts
$4.2M -$364K -4,200 -7%
Public Sector Pension Investment Board (PSP Investments)
43
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.11M -$161K -1,859 -3%
JP Morgan Chase
44
JP Morgan Chase
New York
$3.91M -$915K -10,546 -17%
MAP
45
Moody Aldrich Partners
Massachusetts
$3.84M +$1.91M +22,052 +78%
New York State Teachers Retirement System (NYSTRS)
46
New York State Teachers Retirement System (NYSTRS)
New York
$3.79M -$157K -1,813 -4%
NIG
47
NFJ Investment Group
Texas
$3.7M +$31.1K +359 +0.7%
1832 Asset Management
48
1832 Asset Management
Ontario, Canada
$3.7M -$5.6M -64,500 -57%
First Eagle Investment Management
49
First Eagle Investment Management
New York
$3.27M +$1.77M +20,430 +91%
Thrivent Financial for Lutherans
50
Thrivent Financial for Lutherans
Minnesota
$3.22M +$661K +7,616 +22%

WD Hedge Fund Activity: Q1 2023 in Review

242 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Walker & Dunlop (WD) for Q1 2023, worth a combined $1.95B — up 4.3% from $1.87B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new WD positions and 21 closed out — a net gain of 17 holders — while 88 added to existing stakes and 79 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $21.5M. The largest seller was Millennium Management, cutting an estimated $8.58M.

  • 242 institutional investors held Walker & Dunlop (WD) as of Q1 2023, up from 226 in Q4 2022.
  • Funds reported $1.95B of Walker & Dunlop stock for Q1 2023, up 4.3% quarter-over-quarter.
  • 38 funds opened new Walker & Dunlop positions in Q1 2023 and 21 closed out, a net change of +17 holders.
  • The largest Walker & Dunlop buyer in Q1 2023 was Fidelity Investments, an estimated $21.5M added.
  • The largest Walker & Dunlop seller in Q1 2023 was Millennium Management, an estimated $8.58M sold.

Based on aggregated 13F filings for Q1 2023.