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Walker & Dunlop
WD

Overview Fund Activity

217 hedge funds and large institutions have $2.01B invested in Walker & Dunlop in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 79 increasing their positions, 67 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
–
Holders Change %
0%
% of All Funds
3.46%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
23
Increased
79
Reduced
67
Closed
22
Calls
$3.24M
Puts
$3.14M
Net Calls
+$98K
Net Calls Change
-$470K

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$29.8M
2
Victory Capital Management
2
Victory Capital Management
Texas
$29.5M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$15M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$29.2M
5
NC
5
Nixon Capital
Texas
$6.21M

Top Sellers

1
VC
1
Voss Capital
Texas
$5.36M
2
Boston Partners
2
Boston Partners
Massachusetts
$22.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$28.7M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$155M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$150M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWP
126
BSW Wealth Partners
Colorado
$399K – – –
Commonwealth Equity Services
127
Commonwealth Equity Services
Massachusetts
$398K -$30.6K -412 -7%
CAM
128
Cresset Asset Management
Illinois
$396K +$396K +5,340 New
DADC
129
D.A. Davidson & Co
Montana
$382K – – –
BCM
130
Bayesian Capital Management
New York
$369K -$7.42K -100 -2%
ProShare Advisors
131
ProShare Advisors
Maryland
$362K -$5.49K -74 -1%
Bank of Montreal
132
Bank of Montreal
Ontario, Canada
$338K -$6.08K -72 -2%
Public Employees Retirement Association of Colorado
133
Public Employees Retirement Association of Colorado
Colorado
$332K – – –
II
134
Inspire Investing
Idaho
$306K +$10.1K +136 +3%
UBS Group
135
UBS Group
Switzerland
$303K -$5M -67,344 -94%
BPA
136
Beacon Pointe Advisors
California
$298K +$298K +4,015 New
XT
137
XTX Topco
Cayman Islands
$289K +$96.9K +1,305 +50%
GPA
138
Guerra Pan Advisors
New Jersey
$286K – – –
KBC Group
139
KBC Group
Belgium
$284K -$31.6K -426 -10%
IAA
140
Independent Advisor Alliance
North Carolina
$278K -$2.67K -36 -1%
EAM
141
Eukles Asset Management
Ohio
$272K – – –
ECM
142
Evergreen Capital Management
Washington
$269K +$4.53K +61 +2%
Pictet Asset Management
143
Pictet Asset Management
Switzerland
$265K +$265K +3,572 New
CIBC Asset Management
144
CIBC Asset Management
Ontario, Canada
$251K – – –
Nisa Investment Advisors
145
Nisa Investment Advisors
Missouri
$249K -$6.9K -93 -3%
AIP
146
Ameritas Investment Partners
Nebraska
$235K +$39.6K +534 +20%
EP
147
Eudaimonia Partners
Tennessee
$223K – – –
AQR Capital Management
148
AQR Capital Management
Connecticut
$222K -$8.39K -113 -4%
AA
149
AlphaMark Advisors
Kentucky
$218K +$218K +2,935 New
SIG
150
Spinnaker Investment Group
California
$214K – – –
4 5
6
7 8