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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
California State Teachers Retirement System (CalSTRS)
51
California State Teachers Retirement System (CalSTRS)
California
$2.97M -$50.7K -584 -1%
EAM
52
EULAV Asset Management
Florida
$2.96M
Prudential Financial
53
Prudential Financial
New Jersey
$2.95M -$78.8K -908 -3%
AllianceBernstein
54
AllianceBernstein
Tennessee
$2.91M -$393K -4,531 -11%
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$2.84M +$145K +1,676 +5%
Canada Life
56
Canada Life
Manitoba, Canada
$2.77M -$70.5K -813 -2%
Voloridge Investment Management
57
Voloridge Investment Management
Florida
$2.77M -$2.09M -24,049 -40%
Russell Investments Group
58
Russell Investments Group
United Kingdom
$2.69M +$1.87M +21,552 +156%
State of Wisconsin Investment Board
59
State of Wisconsin Investment Board
Wisconsin
$2.63M -$254K -2,925 -8%
California Public Employees Retirement System
60
California Public Employees Retirement System
California
$2.59M +$34.1K +393 +1%
VCA
61
Verdence Capital Advisors
Maryland
$2.53M +$198K +2,277 +7%
COPPSERS
62
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.48M -$30.4K -350 -1%
HW
63
Hancock Whitney
Mississippi
$2.46M -$156K -1,803 -5%
UBS AM
64
UBS AM
Illinois
$2.39M +$169K +1,952 +7%
CS
65
Credit Suisse
Switzerland
$2.21M +$174K +2,000 +7%
AIA
66
Avalon Investment & Advisory
Texas
$2.1M +$27.9K +322 +1%
TPSF
67
Texas Permanent School Fund
Texas
$2.09M +$593K +6,835 +33%
State of New Jersey Common Pension Fund D
68
State of New Jersey Common Pension Fund D
New Jersey
$2M -$130K -1,503 -5%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
69
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.97M +$2.25M +25,900 New
E
70
Ergoteles
New York
$1.95M +$2.22M +25,645 New
ASN
71
Advisory Services Network
Georgia
$1.82M +$187K +2,158 +10%
BCM
72
Bridgeway Capital Management
Texas
$1.8M -$1.98M -22,775 -49%
UBS Group
73
UBS Group
Switzerland
$1.74M -$579K -6,678 -23%
Renaissance Technologies
74
Renaissance Technologies
New York
$1.74M +$772K +8,900 +64%
Citigroup
75
Citigroup
New York
$1.65M +$223K +2,575 +14%

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.