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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.

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 %
DADC
126
D.A. Davidson & Co
Montana
$407K – – –
BCM
127
Bayesian Capital Management
New York
$401K +$401K +5,067 New
ProShare Advisors
128
ProShare Advisors
Maryland
$392K +$39.5K +500 +11%
US Bancorp
129
US Bancorp
Minnesota
$364K -$579K -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 +$343K +4,336 New
SEI Investments
132
SEI Investments
Pennsylvania
$338K -$520K -6,575 -61%
KBC Group
133
KBC Group
Belgium
$337K -$222K -2,803 -40%
Bank of Montreal
134
Bank of Montreal
Ontario, Canada
$329K -$194K -2,402 -37%
ECM
135
Everence Capital Management
Indiana
$318K – – –
II
136
Inspire Investing
Idaho
$315K +$27.4K +347 +10%
GPA
137
Guerra Pan Advisors
New Jersey
$305K -$61.6K -779 -17%
IAA
138
Independent Advisor Alliance
North Carolina
$299K +$299K +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 +$282K +3,562 New
Nisa Investment Advisors
142
Nisa Investment Advisors
Missouri
$273K +$164K +2,078 +152%
CIBC Asset Management
143
CIBC Asset Management
Ontario, Canada
$267K -$5.69K -72 -2%
AQR Capital Management
144
AQR Capital Management
Connecticut
$246K -$123K -1,559 -33%
PI
145
PEAK6 Investments
Illinois
$244K -$660K -8,341 -73%
AWS
146
Atria Wealth Solutions
New York
$241K -$13.9K -176 -5%
EP
147
Eudaimonia Partners
Tennessee
$237K – – –
PA
148
Profund Advisors
Maryland
$235K -$9.41K -119 -4%
CGH
149
Crossmark Global Holdings
Texas
$228K -$34.2K -378 -13%
SIG
150
Spinnaker Investment Group
California
$228K -$188K -2,374 -45%
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