We are live on ! Find out more
WD icon

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
Jane Street
151
Jane Street
New York
$220K -$756K -10,464 -79%
LPL Financial
152
LPL Financial
California
$210K -$71.7K -993 -27%
CL
153
Choreo LLC
Illinois
$209K +$191K +2,648 New
AIP
154
Ameritas Investment Partners
Nebraska
$208K +$12.5K +173 +7%
XT
155
XTX Topco
Cayman Islands
$205K -$257K -3,552 -58%
PNC Financial Services Group
156
PNC Financial Services Group
Pennsylvania
$153K +$23.4K +324 +20%
QCG
157
Quadrant Capital Group
Ohio
$149K +$55.8K +772 +69%
MLICM
158
Metropolitan Life Insurance Company (MetLife)
New York
$138K +$8.38K +116 +7%
VWM
159
Venturi Wealth Management
Texas
$136K -$21.7K -300 -15%
S
160
SignatureFD
Georgia
$117K +$89.3K +1,236 +500%
Osaic Holdings
161
Osaic Holdings
Arizona
$111K -$18K -249 -15%
LF
162
Lee Financial
Texas
$93.6K
FMP
163
Financial Management Professionals
Texas
$75K +$30.5K +422 +80%
FCA
164
FinTrust Capital Advisors
South Carolina
$72.6K
Allspring Global Investments
165
Allspring Global Investments
North Carolina
$64.7K +$40.7K +564 +222%
SWM
166
Spire Wealth Management
Virginia
$49.1K +$433 +6 +1%
PFBT
167
Parkside Financial Bank & Trust
Missouri
$48.8K +$1.59K +22 +4%
Ohio Public Employees Retirement System (OPERS)
168
Ohio Public Employees Retirement System (OPERS)
Ohio
$42K +$3.25K +45 +9%
First Manhattan
169
First Manhattan
New York
$39.9K
VCM
170
Versant Capital Management
Arizona
$31.9K +$29.1K +403 New
CTC
171
Central Trust Company
Missouri
$31.6K
TRCT
172
Tower Research Capital (TRC)
New York
$31.2K -$49.7K -688 -64%
AF
173
Allworth Financial
California
$29.7K +$17K +236 +169%
Carson Wealth (CWM LLC)
174
Carson Wealth (CWM LLC)
Nebraska
$26K +$16.1K +223 +210%
C
175
Covestor
United Kingdom
$25K -$8.3K -115 -27%

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.