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Walker & Dunlop

242 hedge funds and large institutions have $1.95B invested in Walker & Dunlop in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 88 increasing their positions, 79 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 21

11% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 79

7% more funds holding

Funds holding: 226242 (+16)

1.95% more ownership

Funds ownership: 75.45%77.4% (+2%)

4% more capital invested

Capital invested by funds: $1.87B → $1.95B (+$80.1M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

21% less call options, than puts

Call options by funds: $1.54M | Put options by funds: $1.95M

Holders
242
Holders Change
+16
Holders Change %
+7.08%
% of All Funds
3.86%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
38
Increased
88
Reduced
79
Closed
21
Calls
$1.54M
Puts
$1.95M
Net Calls
-$411K
Net Calls Change
+$190K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$377M -$4.22M -48,635 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$276M -$7.16M -82,497 -2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$199M +$21.5M +247,970 +10%
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$155M +$2.71M +31,253 +2%
State Street
5
State Street
Massachusetts
$96.5M +$1.57M +18,127 +1%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$85M +$1.28M +14,718 +1%
T. Rowe Price Investment Management
7
T. Rowe Price Investment Management
Maryland
$76.4M +$4.2M +48,367 +5%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$44.2M +$2.5M +28,806 +5%
Boston Partners
9
Boston Partners
Massachusetts
$35M +$473K +5,449 +1%
Morgan Stanley
10
Morgan Stanley
New York
$32.2M +$7.2M +82,998 +24%
Northern Trust
11
Northern Trust
Illinois
$31M +$361K +4,163 +1%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$28.6M -$233K -2,689 -0.7%
MDSL
13
M.D. Sass LLC
New York
$27.8M +$150K +1,732 +0.5%
Bank of America
14
Bank of America
North Carolina
$27.5M +$19.7M +227,577 +170%
Charles Schwab
15
Charles Schwab
California
$26M +$1.38M +15,892 +5%
Norges Bank
16
Norges Bank
Norway
$22.7M +$500K +5,765 +2%
Goldman Sachs
17
Goldman Sachs
New York
$20.4M -$3.84M -44,207 -14%
Brown Advisory
18
Brown Advisory
Maryland
$18.2M -$43.4K -500 -0.2%
American Century Companies
19
American Century Companies
Missouri
$16.5M +$3.52M +40,541 +23%
CC
20
Conversant Capital
New Jersey
$15.5M
First Trust Advisors
21
First Trust Advisors
Illinois
$15.1M +$12.9M +149,081 +307%
Principal Financial Group
22
Principal Financial Group
Iowa
$14.1M -$293K -3,382 -2%
KCM
23
Kathmere Capital Management
Pennsylvania
$13.8M +$6.7M +77,219 +74%
FSCM
24
First Sabrepoint Capital Management
Texas
$12.9M -$1.3M -15,000 -8%
HCM
25
Harspring Capital Management
New York
$12.7M -$7.63M -88,000 -35%

WD Hedge Fund Activity: Q1 2023 in Review

242 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Walker & Dunlop (WD) for Q1 2023, worth a combined $1.95B — up 4.3% from $1.87B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new WD positions and 21 closed out — a net gain of 17 holders — while 88 added to existing stakes and 79 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $21.5M. The largest seller was Millennium Management, cutting an estimated $8.58M.

  • 242 institutional investors held Walker & Dunlop (WD) as of Q1 2023, up from 226 in Q4 2022.
  • Funds reported $1.95B of Walker & Dunlop stock for Q1 2023, up 4.3% quarter-over-quarter.
  • 38 funds opened new Walker & Dunlop positions in Q1 2023 and 21 closed out, a net change of +17 holders.
  • The largest Walker & Dunlop buyer in Q1 2023 was Fidelity Investments, an estimated $21.5M added.
  • The largest Walker & Dunlop seller in Q1 2023 was Millennium Management, an estimated $8.58M sold.

Based on aggregated 13F filings for Q1 2023.