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Walker & Dunlop

242 hedge funds and large institutions have $1.95B invested in Walker & Dunlop in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 88 increasing their positions, 79 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 21

11% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 79

7% more funds holding

Funds holding: 226242 (+16)

1.95% more ownership

Funds ownership: 75.45%77.4% (+2%)

4% more capital invested

Capital invested by funds: $1.87B → $1.95B (+$80.1M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

21% less call options, than puts

Call options by funds: $1.54M | Put options by funds: $1.95M

Holders
242
Holders Change
+16
Holders Change %
+7.08%
% of All Funds
3.86%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
38
Increased
88
Reduced
79
Closed
21
Calls
$1.54M
Puts
$1.95M
Net Calls
-$411K
Net Calls Change
+$190K
Name Holding Trade Value Shares
Change
Change in
Stake
Teacher Retirement System of Texas
151
Teacher Retirement System of Texas
Texas
$266K -$1.39K -16 -0.5%
CIBC Asset Management
152
CIBC Asset Management
Ontario, Canada
$263K -$10.3K -119 -3%
Walleye Capital
153
Walleye Capital
New York
$260K +$41.6K +480 +16%
AWS
154
Atria Wealth Solutions
New York
$245K +$8.24K +95 +3%
YIH
155
Y-Intercept (HK)
Hong Kong
$245K -$396K -4,567 -59%
MAM
156
Meeder Asset Management
Ohio
$243K -$608K -7,008 -69%
Squarepoint
157
Squarepoint
New York
$238K +$271K +3,128 New
PA
158
Profund Advisors
Maryland
$236K +$268K +3,095 New
EP
159
Eudaimonia Partners
Tennessee
$229K
RJFSA
160
Raymond James Financial Services Advisors
Florida
$227K -$46.9K -541 -15%
IF
161
Insight Folios
North Carolina
$222K
CGH
162
Crossmark Global Holdings
Texas
$220K +$251K +2,896 New
Creative Planning
163
Creative Planning
Kansas
$211K +$240K +2,770 New
AWA
164
Arkadios Wealth Advisors
Georgia
$210K -$10.5K -121 -4%
VFA
165
Valeo Financial Advisors
Indiana
$204K +$233K +2,684 New
BCI
166
Brinker Capital Investments
Pennsylvania
$202K +$230K +2,653 New
OPS
167
Orion Portfolio Solutions
Nebraska
$202K +$230K +2,653 New
AIP
168
Ameritas Investment Partners
Nebraska
$187K
VWM
169
Venturi Wealth Management
Texas
$154K +$176K +2,025 New
Osaic Holdings
170
Osaic Holdings
Arizona
$125K -$2.43K -28 -2%
MLICM
171
Metropolitan Life Insurance Company (MetLife)
New York
$124K -$29K -334 -17%
PNC Financial Services Group
172
PNC Financial Services Group
Pennsylvania
$123K +$7.03K +81 +5%
Nisa Investment Advisors
173
Nisa Investment Advisors
Missouri
$104K +$4.34K +50 +4%
LF
174
Lee Financial
Texas
$90.1K
QCG
175
Quadrant Capital Group
Ohio
$84.6K +$8.59K +99 +10%

WD Hedge Fund Activity: Q1 2023 in Review

242 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Walker & Dunlop (WD) for Q1 2023, worth a combined $1.95B — up 4.3% from $1.87B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new WD positions and 21 closed out — a net gain of 17 holders — while 88 added to existing stakes and 79 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $21.5M. The largest seller was Millennium Management, cutting an estimated $8.58M.

  • 242 institutional investors held Walker & Dunlop (WD) as of Q1 2023, up from 226 in Q4 2022.
  • Funds reported $1.95B of Walker & Dunlop stock for Q1 2023, up 4.3% quarter-over-quarter.
  • 38 funds opened new Walker & Dunlop positions in Q1 2023 and 21 closed out, a net change of +17 holders.
  • The largest Walker & Dunlop buyer in Q1 2023 was Fidelity Investments, an estimated $21.5M added.
  • The largest Walker & Dunlop seller in Q1 2023 was Millennium Management, an estimated $8.58M sold.

Based on aggregated 13F filings for Q1 2023.