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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.

New
Increased
Maintained
Reduced
Closed

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: 22 (0)

10% less funds holding

Funds holding: 242217 (-25)

50% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 48

Holders
217
Holders Change
-25
Holders Change %
-10.33%
% of All Funds
3.41%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
84
Reduced
67
Closed
48
Calls
$2.06M
Puts
$1.5M
Net Calls
+$568K
Net Calls Change
+$979K
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
26
Kathmere Capital Management
Pennsylvania
$14.4M
Principal Financial Group
27
Principal Financial Group
Iowa
$13.9M -$654K -9,059 -5%
2
28
2Xideas
Switzerland
$12.1M +$1.32M +18,232 +14%
TIM
29
Thornburg Investment Management
New Mexico
$9.8M -$165K -2,279 -2%
Amundi
30
Amundi
France
$8.9M +$3.09M +42,752 +63%
Ameriprise
31
Ameriprise
Minnesota
$8.72M -$347K -4,806 -4%
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$8.13M +$279K +3,867 +4%
N
33
Nuveen
North Carolina
$7.97M +$523K +7,238 +8%
ACH
34
ArrowMark Colorado Holdings
Colorado
$7.91M
Deutsche Bank
35
Deutsche Bank
Germany
$7.03M -$537K -7,439 -8%
Invesco
36
Invesco
Georgia
$7.01M -$203K -2,815 -3%
Legal & General Group
37
Legal & General Group
United Kingdom
$6.91M -$136K -1,887 -2%
SRC
38
Shufro Rose & Co
New York
$6.91M -$176K -2,440 -3%
Citadel Advisors
39
Citadel Advisors
Florida
$6.83M -$2.44M -33,822 -28%
CIC
40
Crawford Investment Counsel
Georgia
$5.71M -$212K -2,930 -4%
UBS Group
41
UBS Group
Switzerland
$5.65M +$3.51M +48,559 +212%
Swiss National Bank
42
Swiss National Bank
Switzerland
$5.45M +$86.7K +1,200 +2%
HCM
43
Harspring Capital Management
New York
$5.42M -$7.12M -98,528 -59%
NIG
44
NFJ Investment Group
Texas
$4.94M +$998K +13,825 +28%
PI
45
Putnam Investments
Massachusetts
$4.72M +$325K +4,501 +8%
GGI
46
GPM Growth Investors
Michigan
$4.63M -$39.9K -553 -0.9%
GKIM
47
GW&K Investment Management
Massachusetts
$4.55M -$95.3K -1,319 -2%
Corient Private Wealth
48
Corient Private Wealth
Florida
$4.49M +$3.39M +46,894 +473%
JP Morgan Chase
49
JP Morgan Chase
New York
$4.46M +$367K +5,084 +10%
Public Sector Pension Investment Board (PSP Investments)
50
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.35M +$75.2K +1,041 +2%

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.