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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
US Bancorp
101
US Bancorp
Minnesota
$909K +$351K +4,046 +51%
VOYA Investment Management
102
VOYA Investment Management
Georgia
$894K
PI
103
PEAK6 Investments
Illinois
$870K -$46.8K -539 -5%
D.E. Shaw & Co
104
D.E. Shaw & Co
New York
$829K +$99.4K +1,146 +12%
SEI Investments
105
SEI Investments
Pennsylvania
$826K +$941K +10,850 New
JF
106
Jump Financial
Illinois
$804K +$915K +10,552 New
SG Americas Securities
107
SG Americas Securities
New York
$768K +$875K +10,083 New
Corient Private Wealth
108
Corient Private Wealth
Florida
$756K -$128K -1,473 -13%
KCM
109
Kennedy Capital Management
Missouri
$754K
OPERF
110
Oregon Public Employees Retirement Fund
Oregon
$752K -$28.6K -330 -3%
TRSOTSOK
111
Teachers Retirement System of the State of Kentucky
Kentucky
$718K
KCM
112
Kornitzer Capital Management
Kansas
$716K -$43.4K -500 -5%
Wells Fargo
113
Wells Fargo
California
$704K +$519K +5,980 +183%
ASRS
114
Arizona State Retirement System
Arizona
$692K +$20.2K +233 +3%
BC
115
Burney Company
Virginia
$629K -$49.4K -570 -6%
Man Group
116
Man Group
United Kingdom
$625K
SFG
117
Synergy Financial Group
California
$624K -$22.8K -263 -3%
Millennium Management
118
Millennium Management
New York
$613K -$8.58M -98,912 -92%
Victory Capital Management
119
Victory Capital Management
Texas
$610K +$99.8K +1,150 +17%
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
$604K +$181K +2,085 +47%
KBC Group
121
KBC Group
Belgium
$538K -$31.3K -361 -5%
GT
122
Glenmede Trust
Pennsylvania
$514K +$238K +2,745 +69%
Two Sigma Investments
123
Two Sigma Investments
New York
$487K +$555K +6,399 New
Qube Research & Technologies (QRT)
124
Qube Research & Technologies (QRT)
United Kingdom
$485K +$552K +6,362 New
MOACM
125
Mutual of America Capital Management
New York
$482K -$9.8K -113 -2%

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.