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Walker & Dunlop

245 hedge funds and large institutions have $2.22B invested in Walker & Dunlop in 2022 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 83 increasing their positions, 82 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more call options, than puts

Call options by funds: $6.03M | Put options by funds: $1.92M

61% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 18

5.37% more ownership

Funds ownership: 74.73%80.1% (+5.4%)

5% more funds holding

Funds holding: 234245 (+11)

1% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 82

7% less capital invested

Capital invested by funds: $2.38B → $2.22B (-$163M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
245
Holders Change
+11
Holders Change %
+4.7%
% of All Funds
4.22%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
29
Increased
83
Reduced
82
Closed
18
Calls
$6.03M
Puts
$1.92M
Net Calls
+$4.1M
Net Calls Change
+$5.43M
Name Holding Trade Value Shares
Change
Change in
Stake
AIC
201
Archer Investment Corporation
Indiana
$33.5K
CTC
202
Central Trust Company
Missouri
$33K
QCG
203
Quadrant Capital Group
Ohio
$30K +$29.3K +287 +399%
CA
204
Continuum Advisory
Idaho
$21K
SAM
205
Strategic Asset Management
Minnesota
$17K
LC
206
Lindbrook Capital
California
$17K +$408 +4 +2%
TWA
207
TCI Wealth Advisors
Arizona
$17K +$4.9K +48 +31%
SC
208
SouthState Corp
Florida
$17K +$20.4K +200 New
AF
209
Allworth Financial
California
$12K +$102 +1 +0.7%
Carson Wealth (CWM LLC)
210
Carson Wealth (CWM LLC)
Nebraska
$12K +$9.19K +90 +164%
APA
211
American Portfolios Advisors
New York
$11.7K
Nomura Asset Management
212
Nomura Asset Management
Japan
$9.21K
TFA
213
Toth Financial Advisory
Virginia
$8K
UIA
214
Ulland Investment Advisors
Minnesota
$8K
RA
215
Rise Advisors
New York
$7K
Fifth Third Bancorp
216
Fifth Third Bancorp
Ohio
$6K -$6.33K -62 -47%
GIA
217
GHP Investment Advisors
Colorado
$6K
S
218
SignatureFD
Georgia
$5K +$3.27K +32 +123%
BTI
219
Blue Trust Inc
Georgia
$4K +$3.17K +31 +344%
ST
220
Sageworth Trust
Pennsylvania
$3K
MTIC
221
Missouri Trust & Investment Company
Missouri
$3K +$2.55K +25 +250%
GEA
222
Glen Eagle Advisors
New Jersey
$2.81K +$102 +1 +3%
STCOSD
223
Sageworth Trust Company of South Dakota
South Dakota
$2K -$2.04K -20 -41%
JWA
224
JFS Wealth Advisors
Pennsylvania
$2K -$204 -2 -8%
National Bank of Canada
225
National Bank of Canada
Quebec, Canada
$2K

WD Hedge Fund Activity: Q3 2022 in Review

245 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Walker & Dunlop (WD) for Q3 2022, worth a combined $2.22B — down 6.8% from $2.38B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new WD positions and 18 closed out — a net gain of 11 holders — while 83 added to existing stakes and 82 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $199M. The largest seller was T. Rowe Price Associates, cutting an estimated $73.3M.

  • 245 institutional investors held Walker & Dunlop (WD) as of Q3 2022, up from 234 in Q2 2022.
  • Funds reported $2.22B of Walker & Dunlop stock for Q3 2022, down 6.8% quarter-over-quarter.
  • 29 funds opened new Walker & Dunlop positions in Q3 2022 and 18 closed out, a net change of +11 holders.
  • The largest Walker & Dunlop buyer in Q3 2022 was Janus Henderson Group, an estimated $199M added.
  • The largest Walker & Dunlop seller in Q3 2022 was T. Rowe Price Associates, an estimated $73.3M sold.

Based on aggregated 13F filings for Q3 2022.