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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 %
AWS
151
Atria Wealth Solutions
New York
$213K -$12.8K -172 -6%
PNC Financial Services Group
152
PNC Financial Services Group
Pennsylvania
$147K +$3.27K +44 +2%
QCG
153
Quadrant Capital Group
Ohio
$144K +$4.01K +54 +3%
MLICM
154
Metropolitan Life Insurance Company (MetLife)
New York
$136K +$6.83K +92 +5%
VWM
155
Venturi Wealth Management
Texas
$135K +$7.42K +100 +6%
S
156
SignatureFD
Georgia
$109K -$668 -9 -0.6%
Osaic Holdings
157
Osaic Holdings
Arizona
$107K +$2.75K +37 +3%
TRCT
158
Tower Research Capital (TRC)
New York
$104K +$74.8K +1,007 +256%
LF
159
Lee Financial
Texas
$87.8K – – –
FMP
160
Financial Management Professionals
Texas
$70K – – –
Carson Wealth (CWM LLC)
161
Carson Wealth (CWM LLC)
Nebraska
$70K +$45.7K +619 +188%
Allspring Global Investments
162
Allspring Global Investments
North Carolina
$68.4K +$7.72K +104 +13%
ACM
163
Aquatic Capital Management
Illinois
$67K +$67K +900 New
BAM
164
Byrne Asset Management
New Jersey
$56K +$56K +760 New
SO
165
STRS Ohio
Ohio
$51K +$29.1K +400 +133%
Ohio Public Employees Retirement System (OPERS)
166
Ohio Public Employees Retirement System (OPERS)
Ohio
$42K +$2.59K +35 +7%
PFBT
167
Parkside Financial Bank & Trust
Missouri
$41.9K -$3.86K -52 -8%
First Manhattan
168
First Manhattan
New York
$37.4K – – –
SWM
169
Spire Wealth Management
Virginia
$31.8K -$14.3K -193 -31%
CTC
170
Central Trust Company
Missouri
$29.7K – – –
SC
171
SouthState Corp
Florida
$29.7K +$7.42K +100 +33%
VCM
172
Versant Capital Management
Arizona
$29K -$891 -12 -3%
AF
173
Allworth Financial
California
$26.8K -$1.11K -15 -4%
PA
174
Parallel Advisors
California
$23.4K +$8.32K +112 +55%
CTA
175
Colonial Trust Advisors
South Carolina
$22.3K +$3.79K +51 +20%
5 6
7
8 9