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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
State of Tennessee, Department of Treasury
101
State of Tennessee, Department of Treasury
Tennessee
$825K -$453K -6,274 -38%
TRSOTSOK
102
Teachers Retirement System of the State of Kentucky
Kentucky
$789K +$38.9K +539 +6%
OPERF
103
Oregon Public Employees Retirement Fund
Oregon
$765K -$14.4K -200 -2%
KCM
104
Kornitzer Capital Management
Kansas
$743K
Susquehanna International Group
105
Susquehanna International Group
Pennsylvania
$741K -$351K -4,864 -34%
State Board of Administration of Florida Retirement System
106
State Board of Administration of Florida Retirement System
Florida
$715K +$653K +9,040 New
ASRS
107
Arizona State Retirement System
Arizona
$703K -$14.3K -198 -2%
AO
108
Advisor OS
Illinois
$702K +$641K +8,872 New
SFG
109
Synergy Financial Group
California
$697K +$44.3K +614 +7%
Victory Capital Management
110
Victory Capital Management
Texas
$686K +$47.9K +663 +8%
KCM
111
Kennedy Capital Management
Missouri
$646K -$125K -1,728 -17%
HW
112
Hancock Whitney
Mississippi
$628K -$1.76M -24,399 -75%
ECA
113
Endeavour Capital Advisors
Connecticut
$562K +$513K +7,106 New
BC
114
Burney Company
Virginia
$562K -$83.7K -1,159 -14%
IF
115
Insight Folios
North Carolina
$541K +$284K +3,932 +135%
Royal Bank of Canada
116
Royal Bank of Canada
Ontario, Canada
$522K +$107K +1,483 +29%
GT
117
Glenmede Trust
Pennsylvania
$514K
Creative Planning
118
Creative Planning
Kansas
$497K +$253K +3,509 +127%
SW
119
SlateStone Wealth
Florida
$491K +$448K +6,208 New
CIP
120
Cornerstone Investment Partners
Georgia
$480K +$1.52K +21 +0.3%
MOACM
121
Mutual of America Capital Management
New York
$479K -$19.1K -265 -4%
Commonwealth Equity Services
122
Commonwealth Equity Services
Massachusetts
$457K +$36.5K +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 +$36.1K +500 +11%

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.