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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
Millennium Management
New York
$29.8M
2
Victory Capital Management
Victory Capital Management
Texas
$29.5M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$15M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$29.2M
5
NC
Nixon Capital
Texas
$6.21M

Top Sellers

1
VC
Voss Capital
Texas
$5.36M
2
Boston Partners
Boston Partners
Massachusetts
$22.8M
3
Morgan Stanley
Morgan Stanley
New York
$28.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$155M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$150M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
201
Geneos Wealth Management
Colorado
$1.86K – – –
National Bank of Canada
202
National Bank of Canada
Quebec, Canada
$1.8K – – –
FMII
203
Farmers & Merchants Investments Inc
Nebraska
$1.71K – – –
JWA
204
JFS Wealth Advisors
Pennsylvania
$1.63K -$149 -2 -8%
SCA
205
Stonebridge Capital Advisors
Minnesota
$1.56K +$1.56K +21 New
CWP
206
Concord Wealth Partners
Virginia
$1.49K -$1.26K -17 -46%
HL
207
HeadInvest LLC
Maine
$1.44K +$1.44K +20 New
AWM
208
Abound Wealth Management
Tennessee
$1.27K – – –
MCM
209
Manchester Capital Management
Vermont
$1.26K – – –
SFG
210
Steward Financial Group
Texas
$1K +$1K +26 New
NSG
211
Nalls Sherbakoff Group
Tennessee
$969 – – –
MPWT
212
MassMutual Private Wealth & Trust
Connecticut
$668 – – –
SIC
213
SJS Investment Consulting
Ohio
$594 – – –
BIA
214
Bell Investment Advisors
California
$446 – – –
ECM
215
Everence Capital Management
Indiana
$322 – – –
RA
216
Rise Advisors
New York
$39 – – –
BCM
217
Bridgeway Capital Management
Texas
– -$1.87M -23,675 Closed
Voloridge Investment Management
218
Voloridge Investment Management
Florida
– -$1.41M -17,881 Closed
EH
219
EMG Holdings
Connecticut
– -$1.29M -16,254 Closed
Squarepoint
220
Squarepoint
New York
– -$1.14M -14,352 Closed
FCM
221
FJ Capital Management
Virginia
– -$979K -12,372 Closed
RCG
222
Rock Creek Group
District of Columbia
– -$903K -11,416 Closed
GCP
223
GSA Capital Partners
United Kingdom
– -$878K -11,097 Closed
Susquehanna International Group
224
Susquehanna International Group
Pennsylvania
– -$741K -9,373 Closed
KCM
225
Kennedy Capital Management
Missouri
– -$646K -8,166 Closed
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