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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 %
Pathstone Holdings
176
Pathstone Holdings
New Jersey
$249K +$249K +2,247 New
PNC Financial Services Group
177
PNC Financial Services Group
Pennsylvania
$245K +$25.2K +227 +11%
SI
178
Seeds Investor
New York
$244K +$244K +2,202 New
AWM
179
AE Wealth Management
Kansas
$243K +$243K +2,426 New
PAS
180
Park Avenue Securities
New York
$229K +$229K +2,064 New
Truist Financial
181
Truist Financial
North Carolina
$227K +$227K +2,043 New
Mariner
182
Mariner
Kansas
$226K +$226K +2,040 New
CIBC Private Wealth Group
183
CIBC Private Wealth Group
Georgia
$222K +$222K +2,000 New
SMA
184
Sage Mountain Advisors
Georgia
$222K +$222K +2,000 New
HIMC
185
Heritage Investors Management Corp
Maryland
$222K +$222K +2,000 New
Neuberger Berman Group
186
Neuberger Berman Group
New York
$222K +$222K +1,997 New
QCG
187
Quadrant Capital Group
Ohio
$217K +$1.67K +15 +0.8%
X
188
Xponance
Pennsylvania
$214K +$214K +1,929 New
AWA
189
Arkadios Wealth Advisors
Georgia
$205K +$205K +1,845 New
MLICM
190
Metropolitan Life Insurance Company (MetLife)
New York
$203K – – –
VWM
191
Venturi Wealth Management
Texas
$203K – – –
SO
192
STRS Ohio
Ohio
$166K +$88.5K +800 +114%
Osaic Holdings
193
Osaic Holdings
Arizona
$150K -$9.55K -86 -6%
S
194
SignatureFD
Georgia
$140K -$23.9K -215 -15%
LF
195
Lee Financial
Texas
$131K – – –
FMP
196
Financial Management Professionals
Texas
$102K -$3.56K -32 -3%
Carson Wealth (CWM LLC)
197
Carson Wealth (CWM LLC)
Nebraska
$98K -$7.21K -65 -7%
Ohio Public Employees Retirement System (OPERS)
198
Ohio Public Employees Retirement System (OPERS)
Ohio
$64.1K +$999 +9 +2%
PFBT
199
Parkside Financial Bank & Trust
Missouri
$58.1K -$4.66K -42 -7%
First Manhattan
200
First Manhattan
New York
$55.9K – – –
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