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Walker & Dunlop
WD

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: 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

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

Top Buyers

Rank Fund Capital Flow
1
SFA
Sequoia Financial Advisors
Ohio
+$18.3M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$17.3M
3
VC
Voss Capital
Texas
+$15.9M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$8.86M
5
BlackRock
BlackRock
New York
+$8.37M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$30.9M
2
HCM
Harspring Capital Management
New York
-$7.12M
3
Bank of America
Bank of America
North Carolina
-$5.54M
4
MAP
Moody Aldrich Partners
Massachusetts
-$3.84M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$3.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
51
Erste Asset Management
Austria
$4.35M +$3.61M +50,000 +1,000%
New York State Teachers Retirement System (NYSTRS)
52
New York State Teachers Retirement System (NYSTRS)
New York
$3.94M – – –
Prudential Financial
53
Prudential Financial
New Jersey
$3.77M +$601K +8,329 +28%
Baird Financial Group
54
Baird Financial Group
Wisconsin
$3.35M +$2.75M +38,123 +893%
CS
55
Credit Suisse
Switzerland
$3.29M +$905K +12,532 +43%
Thrivent Financial for Lutherans
56
Thrivent Financial for Lutherans
Minnesota
$3.24M -$95.1K -1,317 -3%
EAM
57
EULAV Asset Management
Florida
$3.08M – – –
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$3.04M -$38.6K -534 -1%
AllianceBernstein
59
AllianceBernstein
Tennessee
$3.02M – – –
Envestnet Asset Management
60
Envestnet Asset Management
Illinois
$2.91M -$41.5K -574 -2%
State of Wisconsin Investment Board
61
State of Wisconsin Investment Board
Wisconsin
$2.8M +$68.7K +951 +3%
Canada Life
62
Canada Life
Manitoba, Canada
$2.79M -$80.1K -1,109 -3%
COPPSERS
63
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.77M +$183K +2,541 +8%
California Public Employees Retirement System
64
California Public Employees Retirement System
California
$2.73M +$40.2K +557 +2%
VCA
65
Verdence Capital Advisors
Maryland
$2.6M -$24.3K -336 -1%
State of New Jersey Common Pension Fund D
66
State of New Jersey Common Pension Fund D
New Jersey
$2.59M +$470K +6,514 +25%
Russell Investments Group
67
Russell Investments Group
United Kingdom
$2.56M -$213K -2,956 -8%
UBS AM
68
UBS AM
Illinois
$2.39M – – –
TPSF
69
Texas Permanent School Fund
Texas
$2.15M -$17.6K -244 -0.9%
BCM
70
Bridgeway Capital Management
Texas
$1.87M – – –
ASN
71
Advisory Services Network
Georgia
$1.87M -$19.2K -266 -1%
Citigroup
72
Citigroup
New York
$1.85M +$130K +1,803 +8%
Mirae Asset Global Investments
73
Mirae Asset Global Investments
South Korea
$1.78M +$253K +3,506 +18%
Holocene Advisors
74
Holocene Advisors
New York
$1.66M +$1.52M +21,049 New
HighTower Advisors
75
HighTower Advisors
Illinois
$1.63M +$1.08K +15 +0.1%
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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.