WD icon

Walker & Dunlop
WD

Overview Fund Activity

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
Holders
217
Holders Change
-25
Holders Change %
-10.33%
% of All Funds
3.42%
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

1
SFA
1
Sequoia Financial Advisors
Ohio
$20.1M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$20.5M
3
VC
3
Voss Capital
Texas
$17.4M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$296M
5
BlackRock
5
BlackRock
New York
$401M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$173M
2
HCM
2
Harspring Capital Management
New York
$5.42M
3
Bank of America
3
Bank of America
North Carolina
$22.5M
4
MAP
4
Moody Aldrich Partners
Massachusetts
$0
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
State of Tennessee, Department of Treasury
101
State of Tennessee, Department of Treasury
Tennessee
$825K -$496K -6,274 -38%
TRSOTSOK
102
Teachers Retirement System of the State of Kentucky
Kentucky
$789K +$42.7K +539 +6%
OPERF
103
Oregon Public Employees Retirement Fund
Oregon
$765K -$15.8K -200 -2%
KCM
104
Kornitzer Capital Management
Kansas
$743K – – –
Susquehanna International Group
105
Susquehanna International Group
Pennsylvania
$741K -$385K -4,864 -34%
State Board of Administration of Florida Retirement System
106
State Board of Administration of Florida Retirement System
Florida
$715K +$715K +9,040 New
ASRS
107
Arizona State Retirement System
Arizona
$703K -$15.7K -198 -2%
AO
108
Advisor OS
Illinois
$702K +$702K +8,872 New
SFG
109
Synergy Financial Group
California
$697K +$48.6K +614 +7%
Victory Capital Management
110
Victory Capital Management
Texas
$686K +$52.4K +663 +8%
KCM
111
Kennedy Capital Management
Missouri
$646K -$137K -1,728 -17%
HW
112
Hancock Whitney
Mississippi
$628K -$1.93M -24,399 -75%
ECA
113
Endeavour Capital Advisors
Connecticut
$562K +$562K +7,106 New
BC
114
Burney Company
Virginia
$562K -$91.7K -1,159 -14%
IF
115
Insight Folios
North Carolina
$541K +$311K +3,932 +135%
Royal Bank of Canada
116
Royal Bank of Canada
Ontario, Canada
$522K +$117K +1,483 +29%
GT
117
Glenmede Trust
Pennsylvania
$514K – – –
Creative Planning
118
Creative Planning
Kansas
$497K +$278K +3,509 +127%
SW
119
SlateStone Wealth
Florida
$491K +$491K +6,208 New
CIP
120
Cornerstone Investment Partners
Georgia
$480K +$1.66K +21 +0.3%
MOACM
121
Mutual of America Capital Management
New York
$479K -$21K -265 -4%
Commonwealth Equity Services
122
Commonwealth Equity Services
Massachusetts
$457K +$40K +505 +10%
Handelsbanken Fonder
123
Handelsbanken Fonder
Sweden
$447K – – –
BWP
124
BSW Wealth Partners
Colorado
$425K – – –
Zurich Cantonal Bank
125
Zurich Cantonal Bank
Switzerland
$414K +$39.5K +500 +11%
3 4
5
6 7