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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 %
CA
176
Continuum Advisory
Idaho
$21K – – –
EWA
177
EverSource Wealth Advisors
Alabama
$20.5K – – –
HNB
178
Huntington National Bank
Ohio
$20.4K -$371 -5 -2%
Nomura Asset Management
179
Nomura Asset Management
Japan
$19.3K – – –
RBC
180
Roble Belko & Company
Pennsylvania
$15K – – –
Fifth Third Bancorp
181
Fifth Third Bancorp
Ohio
$11.4K – – –
RDFA
182
Ritter Daniher Financial Advisory
Ohio
$9.65K – – –
TFA
183
Toth Financial Advisory
Virginia
$7.42K – – –
TC
184
Truvestments Capital
Florida
$6.61K -$371 -5 -5%
C
185
Covestor
United Kingdom
$6K -$17.5K -233 -74%
UB
186
UMB Bank
Missouri
$5.72K +$5.72K +77 New
CFGS
187
Concourse Financial Group Securities
Alabama
$5.57K – – –
GIA
188
GHP Investment Advisors
Colorado
$5.14K – – –
Toronto Dominion Bank
189
Toronto Dominion Bank
Ontario, Canada
$3.86K – – –
LC
190
Lindbrook Capital
California
$3.86K +$668 +9 +21%
MIM
191
Macroview Investment Management
Maryland
$3.51K +$3.51K +47 New
Mitsubishi UFJ Asset Management
192
Mitsubishi UFJ Asset Management
Japan
$3.12K +$3.12K +42 New
BTI
193
Blue Trust Inc
Georgia
$3K +$2.63K +35 +700%
FFA
194
Farther Finance Advisors
California
$2.97K – – –
MTIC
195
Missouri Trust & Investment Company
Missouri
$2.6K – – –
CA
196
Clearstead Advisors
Ohio
$2.39K +$1.19K +16 +100%
AWA
197
Authentikos Wealth Advisory
California
$2.37K +$2.37K +32 New
NA
198
NewEdge Advisors
Louisiana
$2.23K – – –
BAAM
199
Baker Avenue Asset Management
California
$2.08K – – –
Bessemer Group
200
Bessemer Group
New Jersey
$2K – – –
6 7
8
9 10