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Walker & Dunlop
WD

Overview Fund Activity

253 hedge funds and large institutions have $3.08B invested in Walker & Dunlop in 2023 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 77 increasing their positions, 78 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+36
Holders Change %
+16.59%
% of All Funds
3.71%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
56
Increased
77
Reduced
78
Closed
19
Calls
$11.1M
Puts
$11.9M
Net Calls
-$764K
Net Calls Change
-$862K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$96M
2
IC
Impactive Capital
New York
$33.6M
3
Victory Capital Management
Victory Capital Management
Texas
$73.1M
4
BlackRock
BlackRock
New York
$594M
5
AllianceBernstein
AllianceBernstein
Tennessee
$20M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$3.27M
2
Millennium Management
Millennium Management
New York
$0
3
CC
Conversant Capital
New Jersey
$0
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$0
5
MDSL
M.D. Sass LLC
New York
$21M
Name Holding Trade Value Shares
Change 		Shares
Change %
GPA
151
Guerra Pan Advisors
New Jersey
$428K – – –
KBC Group
152
KBC Group
Belgium
$425K – – –
MA
153
MJP Associates
Connecticut
$410K -$229K -2,060 -36%
EAM
154
Eukles Asset Management
Ohio
$407K – – –
Pictet Asset Management
155
Pictet Asset Management
Switzerland
$397K – – –
IAA
156
Independent Advisor Alliance
North Carolina
$396K -$19.4K -175 -5%
II
157
Inspire Investing
Idaho
$383K -$74.2K -668 -16%
ECM
158
Evergreen Capital Management
Washington
$380K -$22.3K -201 -6%
Nisa Investment Advisors
159
Nisa Investment Advisors
Missouri
$373K +$999 +9 +0.3%
AIP
160
Ameritas Investment Partners
Nebraska
$366K +$14.7K +132 +4%
XT
161
XTX Topco
Cayman Islands
$361K -$70.7K -637 -16%
BCM
162
Bayesian Capital Management
New York
$352K -$200K -1,800 -36%
PA
163
Profund Advisors
Maryland
$337K +$337K +3,034 New
AQR Capital Management
164
AQR Capital Management
Connecticut
$318K -$14.9K -134 -4%
KeyBank National Association
165
KeyBank National Association
Ohio
$315K +$315K +2,840 New
VF
166
Virtu Financial
New York
$307K +$307K +2,764 New
LPL Financial
167
LPL Financial
California
$295K +$295K +2,655 New
BCI
168
Brinker Capital Investments
Pennsylvania
$284K +$284K +2,833 New
OPS
169
Orion Portfolio Solutions
Nebraska
$284K +$284K +2,833 New
CGH
170
Crossmark Global Holdings
Texas
$274K +$274K +2,468 New
CIBC Asset Management
171
CIBC Asset Management
Ontario, Canada
$263K -$112K -1,012 -30%
ATPW
172
Ashton Thomas Private Wealth
Arizona
$261K +$261K +2,353 New
SW
173
SlateStone Wealth
Florida
$259K -$450K -4,048 -63%
CAPTRUST Financial Advisors
174
CAPTRUST Financial Advisors
North Carolina
$257K +$257K +2,317 New
VF
175
Vest Financial
Virginia
$253K +$253K +2,276 New
5 6
7
8 9