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Walker & Dunlop
WD

Overview Fund Activity

217 hedge funds and large institutions have $2.08B invested in Walker & Dunlop in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 84 increasing their positions, 67 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
-25
Holders Change %
-10.33%
% of All Funds
3.42%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
24
Increased
84
Reduced
67
Closed
48
Calls
$2.06M
Puts
$1.5M
Net Calls
+$568K
Net Calls Change
+$979K

Top Buyers

1
SFA
1
Sequoia Financial Advisors
Ohio
$20.1M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$20.5M
3
VC
3
Voss Capital
Texas
$17.4M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$296M
5
BlackRock
5
BlackRock
New York
$401M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$173M
2
HCM
2
Harspring Capital Management
New York
$5.42M
3
Bank of America
3
Bank of America
North Carolina
$22.5M
4
MAP
4
Moody Aldrich Partners
Massachusetts
$0
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bessemer Group
201
Bessemer Group
New Jersey
$2K +$2K +25 New
Northwestern Mutual Wealth Management
202
Northwestern Mutual Wealth Management
Wisconsin
$1.98K -$37.6K -475 -95%
GWM
203
Geneos Wealth Management
Colorado
$1.98K – – –
National Bank of Canada
204
National Bank of Canada
Quebec, Canada
$1.98K -$395 -5 -17%
JWA
205
JFS Wealth Advisors
Pennsylvania
$1.9K +$1.27K +16 +200%
FMII
206
Farmers & Merchants Investments Inc
Nebraska
$1.82K – – –
AWM
207
Abound Wealth Management
Tennessee
$1.35K +$397 +5 +42%
MCM
208
Manchester Capital Management
Vermont
$1.35K -$870 -11 -39%
CA
209
Clearstead Advisors
Ohio
$1.26K – – –
NSG
210
Nalls Sherbakoff Group
Tennessee
$940 – – –
MPWT
211
MassMutual Private Wealth & Trust
Connecticut
$712 +$79 +1 +13%
SIC
212
SJS Investment Consulting
Ohio
$633 – – –
BIA
213
Bell Investment Advisors
California
$475 – – –
DI
214
Disciplined Investments
Oklahoma
$475 +$79 +1 +20%
RA
215
Rise Advisors
New York
$41 -$2.01K -49 -98%
MAP
216
Moody Aldrich Partners
Massachusetts
– -$3.84M -50,408 Closed
1832 Asset Management
217
1832 Asset Management
Ontario, Canada
– -$3.7M -48,523 Closed
First Eagle Investment Management
218
First Eagle Investment Management
New York
– -$3.27M -42,993 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
219
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$1.97M -25,900 Closed
E
220
Ergoteles
New York
– -$1.95M -25,645 Closed
Renaissance Technologies
221
Renaissance Technologies
New York
– -$1.74M -22,800 Closed
CSS
222
Cubist Systematic Strategies
Connecticut
– -$1.46M -19,203 Closed
Jacobs Levy Equity Management
223
Jacobs Levy Equity Management
New Jersey
– -$1.26M -16,507 Closed
HV
224
HST Ventures
Utah
– -$1.07M -14,001 Closed
D.E. Shaw & Co
225
D.E. Shaw & Co
New York
– -$829K -10,881 Closed
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