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Walker & Dunlop

234 hedge funds and large institutions have $2.38B invested in Walker & Dunlop in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 96 increasing their positions, 78 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 78

1.68% more ownership

Funds ownership: 73.05%74.73% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

15% less funds holding

Funds holding: 275234 (-41)

22% less call options, than puts

Call options by funds: $4.82M | Put options by funds: $6.15M

24% less capital invested

Capital invested by funds: $3.12B → $2.38B (-$740M)

65% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 54

Holders
234
Holders Change
-41
Holders Change %
-14.91%
% of All Funds
3.94%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
19
Increased
96
Reduced
78
Closed
54
Calls
$4.82M
Puts
$6.15M
Net Calls
-$1.33M
Net Calls Change
-$8.78M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$460M +$5.32M +48,198 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$378M +$17.3M +156,875 +4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$206M +$119M +1,083,364 +103%
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$191M +$2.25M +20,406 +1%
State Street
5
State Street
Massachusetts
$114M +$3.9M +35,324 +3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$103M -$2.17M -19,686 -2%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$70.6M +$1.67M +15,124 +2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$49.9M +$932K +8,448 +2%
Boston Partners
9
Boston Partners
Massachusetts
$47.7M +$1.53M +13,890 +3%
Northern Trust
10
Northern Trust
Illinois
$37.6M +$1.19M +10,782 +3%
Goldman Sachs
11
Goldman Sachs
New York
$32.3M -$18.5M -167,727 -33%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$31.5M -$1.6M -14,507 -4%
MDSL
13
M.D. Sass LLC
New York
$31.5M +$8.88M +80,536 +33%
Charles Schwab
14
Charles Schwab
California
$28.2M +$1.44M +13,091 +5%
Norges Bank
15
Norges Bank
Norway
$27.5M +$2.55M +23,092 +9%
Victory Capital Management
16
Victory Capital Management
Texas
$24M -$10.2M -92,579 -27%
Brown Advisory
17
Brown Advisory
Maryland
$22.7M -$297K -2,690 -1%
CC
18
Conversant Capital
New Jersey
$22.4M +$1.54M +14,000 +6%
Morgan Stanley
19
Morgan Stanley
New York
$21.3M +$4.73M +42,852 +24%
HCM
20
Harspring Capital Management
New York
$19.5M -$7.75M -70,250 -26%
Principal Financial Group
21
Principal Financial Group
Iowa
$18.3M -$761K -6,899 -3%
FSCM
22
First Sabrepoint Capital Management
Texas
$18.3M +$1.1M +10,000 +6%
EVM
23
Eaton Vance Management
Massachusetts
$13M -$135K -1,221 -0.9%
American Century Companies
24
American Century Companies
Missouri
$12.9M +$4.21M +38,206 +40%
TIM
25
Thornburg Investment Management
New Mexico
$12.5M +$1.42M +12,884 +11%

WD Hedge Fund Activity: Q2 2022 in Review

234 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Walker & Dunlop (WD) for Q2 2022, worth a combined $2.38B — down 24% from $3.12B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of WD and 19 opened new positions — a net loss of 35 holders — while 78 trimmed existing stakes and 96 added.

The largest buyer was Fidelity Investments, adding an estimated $119M. The largest seller was Goldman Sachs, cutting an estimated $18.5M.

  • 234 institutional investors held Walker & Dunlop (WD) as of Q2 2022, down from 275 in Q1 2022.
  • Funds reported $2.38B of Walker & Dunlop stock for Q2 2022, down 24% quarter-over-quarter.
  • 19 funds opened new Walker & Dunlop positions in Q2 2022 and 54 closed out, a net change of -35 holders.
  • The largest Walker & Dunlop buyer in Q2 2022 was Fidelity Investments, an estimated $119M added.
  • The largest Walker & Dunlop seller in Q2 2022 was Goldman Sachs, an estimated $18.5M sold.

Based on aggregated 13F filings for Q2 2022.