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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
DADC
126
D.A. Davidson & Co
Montana
$407K
BCM
127
Bayesian Capital Management
New York
$401K +$366K +5,067 New
ProShare Advisors
128
ProShare Advisors
Maryland
$392K +$36.1K +500 +11%
US Bancorp
129
US Bancorp
Minnesota
$364K -$529K -7,322 -61%
Public Employees Retirement Association of Colorado
130
Public Employees Retirement Association of Colorado
Colorado
$354K
WHG
131
Westwood Holdings Group
Texas
$343K +$313K +4,336 New
SEI Investments
132
SEI Investments
Pennsylvania
$338K -$475K -6,575 -61%
KBC Group
133
KBC Group
Belgium
$337K -$202K -2,803 -40%
Bank of Montreal
134
Bank of Montreal
Ontario, Canada
$329K -$173K -2,402 -37%
ECM
135
Everence Capital Management
Indiana
$318K
II
136
Inspire Investing
Idaho
$315K +$25.1K +347 +10%
GPA
137
Guerra Pan Advisors
New Jersey
$305K -$56.3K -779 -17%
IAA
138
Independent Advisor Alliance
North Carolina
$299K +$273K +3,781 New
EAM
139
Eukles Asset Management
Ohio
$290K
PAMS
140
Pictet Asset Management (Switzerland)
Switzerland
$283K
ECM
141
Evergreen Capital Management
Washington
$282K +$257K +3,562 New
Nisa Investment Advisors
142
Nisa Investment Advisors
Missouri
$273K +$150K +2,078 +152%
CIBC Asset Management
143
CIBC Asset Management
Ontario, Canada
$267K -$5.2K -72 -2%
AQR Capital Management
144
AQR Capital Management
Connecticut
$246K -$113K -1,559 -33%
PI
145
PEAK6 Investments
Illinois
$244K -$602K -8,341 -73%
AWS
146
Atria Wealth Solutions
New York
$241K -$12.7K -176 -5%
EP
147
Eudaimonia Partners
Tennessee
$237K
PA
148
Profund Advisors
Maryland
$235K -$8.59K -119 -4%
CGH
149
Crossmark Global Holdings
Texas
$228K -$27.3K -378 -13%
SIG
150
Spinnaker Investment Group
California
$228K -$171K -2,374 -45%

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.