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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
BlackRock
1
BlackRock
New York
$393M -$7.42M -72,717 -2%
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$329M +$199M +1,946,557 +98%
Vanguard Group
3
Vanguard Group
Pennsylvania
$299M -$35.1M -344,017 -9%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$179M +$690K +6,762 +0.3%
State Street
5
State Street
Massachusetts
$93.7M -$6.79M -66,541 -6%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$89M -$272K -2,668 -0.3%
T. Rowe Price Investment Management
7
T. Rowe Price Investment Management
Maryland
$62.7M +$76.4M +748,753 New
Geode Capital Management
8
Geode Capital Management
Massachusetts
$44.6M +$1.47M +14,447 +3%
Boston Partners
9
Boston Partners
Massachusetts
$39.5M -$1.37M -13,390 -3%
Northern Trust
10
Northern Trust
Illinois
$32.8M +$45.3K +444 +0.1%
MDSL
11
M.D. Sass LLC
New York
$31.2M +$4.68M +45,869 +14%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$27.9M +$565K +5,537 +2%
Goldman Sachs
13
Goldman Sachs
New York
$25.7M -$2.84M -27,812 -8%
Charles Schwab
14
Charles Schwab
California
$25.5M +$1.14M +11,168 +4%
Norges Bank
15
Norges Bank
Norway
$24.3M +$457K +4,476 +2%
NIG
16
NFJ Investment Group
Texas
$20.7M +$11M +107,886 +252%
Victory Capital Management
17
Victory Capital Management
Texas
$20.1M -$932K -9,127 -4%
Brown Advisory
18
Brown Advisory
Maryland
$19.8M
CC
19
Conversant Capital
New Jersey
$19.4M
Morgan Stanley
20
Morgan Stanley
New York
$19.4M +$1.05M +10,308 +5%
HCM
21
Harspring Capital Management
New York
$17.7M +$944K +9,250 +5%
FSCM
22
First Sabrepoint Capital Management
Texas
$16.1M +$255K +2,500 +1%
Principal Financial Group
23
Principal Financial Group
Iowa
$15.9M -$21.6K -212 -0.1%
American Century Companies
24
American Century Companies
Missouri
$11.3M +$195K +1,914 +1%
EVM
25
Eaton Vance Management
Massachusetts
$11.3M -$4.7K -46 -0%

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.