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Walker & Dunlop

217 hedge funds and large institutions have $2.08B invested in Walker & Dunlop in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 84 increasing their positions, 67 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more call options, than puts

Call options by funds: $2.06M | Put options by funds: $1.5M

25% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 67

7% more capital invested

Capital invested by funds: $1.95B → $2.08B (+$135M)

1.59% more ownership

Funds ownership: 77.4%78.99% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

10% less funds holding

Funds holding: 242217 (-25)

50% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 48

Holders
217
Holders Change
-25
Holders Change %
-10.33%
% of All Funds
3.41%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
84
Reduced
67
Closed
48
Calls
$2.06M
Puts
$1.5M
Net Calls
+$568K
Net Calls Change
+$979K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$401M +$8.37M +115,934 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$296M +$8.86M +122,743 +3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$173M -$30.9M -427,401 -16%
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$167M +$5.55M +76,787 +4%
State Street
5
State Street
Massachusetts
$103M +$2.74M +37,921 +3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$95.1M +$6.16M +85,293 +8%
T. Rowe Price Investment Management
7
T. Rowe Price Investment Management
Maryland
$87.8M +$7.76M +107,506 +11%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$48.9M +$2.8M +38,773 +7%
Morgan Stanley
9
Morgan Stanley
New York
$39M +$5.07M +70,268 +17%
Boston Partners
10
Boston Partners
Massachusetts
$36.7M -$855K -11,843 -3%
Northern Trust
11
Northern Trust
Illinois
$32.2M +$52.9K +732 +0.2%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$30.4M +$608K +8,422 +2%
Charles Schwab
13
Charles Schwab
California
$28.5M +$1.34M +18,533 +5%
MDSL
14
M.D. Sass LLC
New York
$28M -$873K -12,087 -3%
Norges Bank
15
Norges Bank
Norway
$24.4M +$821K +11,363 +4%
Goldman Sachs
16
Goldman Sachs
New York
$24.1M +$2.68M +37,166 +14%
Bank of America
17
Bank of America
North Carolina
$22.5M -$5.54M -76,675 -21%
Balyasny Asset Management
18
Balyasny Asset Management
Illinois
$20.5M +$17.3M +239,562 +1,216%
SFA
19
Sequoia Financial Advisors
Ohio
$20.1M +$18.3M +253,855 New
Brown Advisory
20
Brown Advisory
Maryland
$18.7M -$174K -2,410 -1%
VC
21
Voss Capital
Texas
$17.4M +$15.9M +219,854 New
FSCM
22
First Sabrepoint Capital Management
Texas
$17M +$3.25M +45,000 +26%
American Century Companies
23
American Century Companies
Missouri
$16.4M -$704K -9,755 -4%
CC
24
Conversant Capital
New Jersey
$16.1M
First Trust Advisors
25
First Trust Advisors
Illinois
$14.5M -$1.01M -13,967 -7%

WD Hedge Fund Activity: Q2 2023 in Review

217 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Walker & Dunlop (WD) for Q2 2023, worth a combined $2.08B — up 6.9% from $1.95B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of WD and 24 opened new positions — a net loss of 24 holders — while 67 trimmed existing stakes and 84 added.

The largest buyer was Sequoia Financial Advisors, opening a new position worth an estimated $18.3M. The largest seller was Fidelity Investments, cutting an estimated $30.9M.

  • 217 institutional investors held Walker & Dunlop (WD) as of Q2 2023, down from 242 in Q1 2023.
  • Funds reported $2.08B of Walker & Dunlop stock for Q2 2023, up 6.9% quarter-over-quarter.
  • 24 funds opened new Walker & Dunlop positions in Q2 2023 and 48 closed out, a net change of -24 holders.
  • The largest Walker & Dunlop buyer in Q2 2023 was Sequoia Financial Advisors, an estimated $18.3M added.
  • The largest Walker & Dunlop seller in Q2 2023 was Fidelity Investments, an estimated $30.9M sold.

Based on aggregated 13F filings for Q2 2023.