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Walker & Dunlop

226 hedge funds and large institutions have $1.87B invested in Walker & Dunlop in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 80 increasing their positions, 82 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 82

4.66% less ownership

Funds ownership: 80.1%75.45% (-4.7%)

8% less funds holding

Funds holding: 245226 (-19)

16% less capital invested

Capital invested by funds: $2.22B → $1.87B (-$353M)

27% less call options, than puts

Call options by funds: $1.59M | Put options by funds: $2.19M

33% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 43

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

Holders
226
Holders Change
-19
Holders Change %
-7.76%
% of All Funds
3.63%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
29
Increased
80
Reduced
82
Closed
43
Calls
$1.59M
Puts
$2.19M
Net Calls
-$601K
Net Calls Change
-$4.71M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$392M +$25.2M +300,217 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$291M +$11.1M +132,541 +4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$186M +$19.2M +228,100 +11%
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$157M -$162M -1,923,521 -49%
State Street
5
State Street
Massachusetts
$98M +$10.9M +129,961 +12%
T. Rowe Price Investment Management
6
T. Rowe Price Investment Management
Maryland
$74.9M +$17.3M +206,042 +28%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$43.3M +$1.58M +18,794 +4%
Boston Partners
8
Boston Partners
Massachusetts
$37.6M -$556K -6,624 -1%
Northern Trust
9
Northern Trust
Illinois
$31.6M +$972K +11,573 +3%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$29.7M +$3.83M +45,560 +14%
MDSL
11
M.D. Sass LLC
New York
$28.6M -$764K -9,096 -2%
Morgan Stanley
12
Morgan Stanley
New York
$26.6M +$9.11M +108,411 +47%
Charles Schwab
13
Charles Schwab
California
$25.6M +$1.82M +21,683 +7%
Goldman Sachs
14
Goldman Sachs
New York
$24.5M +$351K +4,181 +1%
Norges Bank
15
Norges Bank
Norway
$22.9M +$112K +1,332 +0.5%
HCM
16
Harspring Capital Management
New York
$20M +$3.65M +43,500 +21%
Brown Advisory
17
Brown Advisory
Maryland
$18.8M +$269K +3,200 +1%
CC
18
Conversant Capital
New Jersey
$15.9M -$2.44M -29,000 -13%
Principal Financial Group
19
Principal Financial Group
Iowa
$14.8M -$119K -1,413 -0.7%
FSCM
20
First Sabrepoint Capital Management
Texas
$14.5M -$630K -7,500 -4%
American Century Companies
21
American Century Companies
Missouri
$13.8M +$3.45M +41,048 +30%
Bank of America
22
Bank of America
North Carolina
$10.5M +$1.88M +22,399 +20%
TIM
23
Thornburg Investment Management
New Mexico
$9.92M -$149K -1,776 -1%
2
24
2Xideas
Switzerland
$9.89M +$1.88M +22,328 +22%
Ameriprise
25
Ameriprise
Minnesota
$9.46M -$431K -5,136 -4%

WD Hedge Fund Activity: Q4 2022 in Review

226 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Walker & Dunlop (WD) for Q4 2022, worth a combined $1.87B — down 16% from $2.22B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of WD and 29 opened new positions — a net loss of 14 holders — while 82 trimmed existing stakes and 80 added.

The largest buyer was BlackRock, adding an estimated $25.2M. The largest seller was Janus Henderson Group, cutting an estimated $162M.

  • 226 institutional investors held Walker & Dunlop (WD) as of Q4 2022, down from 245 in Q3 2022.
  • Funds reported $1.87B of Walker & Dunlop stock for Q4 2022, down 16% quarter-over-quarter.
  • 29 funds opened new Walker & Dunlop positions in Q4 2022 and 43 closed out, a net change of -14 holders.
  • The largest Walker & Dunlop buyer in Q4 2022 was BlackRock, an estimated $25.2M added.
  • The largest Walker & Dunlop seller in Q4 2022 was Janus Henderson Group, an estimated $162M sold.

Based on aggregated 13F filings for Q4 2022.