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Walker & Dunlop

217 hedge funds and large institutions have $2.01B invested in Walker & Dunlop in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 79 increasing their positions, 67 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 67

2.45% more ownership

Funds ownership: 78.99%81.44% (+2.5%)

5% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 22

3% more call options, than puts

Call options by funds: $3.24M | Put options by funds: $3.14M

0% more funds holding

Funds holding: 217217 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less capital invested

Capital invested by funds: $2.08B → $2.01B (-$69.2M)

Holders
217
Holders Change
Holders Change %
0%
% of All Funds
3.44%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
79
Reduced
67
Closed
22
Calls
$3.24M
Puts
$3.14M
Net Calls
+$98K
Net Calls Change
-$470K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$381M +$5.99M +70,885 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$278M +$278K +3,295 +0.1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$155M -$8.27M -97,827 -4%
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$150M -$7.75M -91,726 -4%
State Street
5
State Street
Massachusetts
$97.3M +$415K +4,910 +0.4%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$93.1M +$4.41M +52,145 +4%
T. Rowe Price Investment Management
7
T. Rowe Price Investment Management
Maryland
$82.4M -$31.4K -371 -0%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$49.4M +$3.88M +45,857 +7%
Northern Trust
9
Northern Trust
Illinois
$30.7M +$493K +5,839 +1%
Millennium Management
10
Millennium Management
New York
$29.8M +$33.9M +401,484 New
Victory Capital Management
11
Victory Capital Management
Texas
$29.5M +$32.8M +388,478 +4,480%
Charles Schwab
12
Charles Schwab
California
$29.4M +$3M +35,454 +10%
Balyasny Asset Management
13
Balyasny Asset Management
Illinois
$29.2M +$11.3M +133,898 +52%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$29M +$577K +6,822 +2%
Morgan Stanley
15
Morgan Stanley
New York
$28.7M -$9.02M -106,741 -22%
Goldman Sachs
16
Goldman Sachs
New York
$24.3M +$1.88M +22,214 +7%
MDSL
17
M.D. Sass LLC
New York
$23.7M -$2.86M -33,876 -10%
Norges Bank
18
Norges Bank
Norway
$23.4M +$494K +5,844 +2%
Boston Partners
19
Boston Partners
Massachusetts
$22.8M -$12.1M -143,536 -31%
SFA
20
Sequoia Financial Advisors
Ohio
$22M +$3.56M +42,160 +17%
Bank of America
21
Bank of America
North Carolina
$21.1M -$40.5K -479 -0.2%
Brown Advisory
22
Brown Advisory
Maryland
$17.5M -$1.27K -15 -0%
First Trust Advisors
23
First Trust Advisors
Illinois
$17.1M +$3.91M +46,275 +25%
CC
24
Conversant Capital
New Jersey
$15.1M
Assenagon Asset Management
25
Assenagon Asset Management
Luxembourg
$15M +$15.4M +182,401 +961%

WD Hedge Fund Activity: Q3 2023 in Review

217 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Walker & Dunlop (WD) for Q3 2023, worth a combined $2.01B — down 3.3% from $2.08B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new WD positions and 22 closed out — a net gain of 1 holder — while 79 added to existing stakes and 67 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $33.9M. The largest seller was Voss Capital, cutting an estimated $12.5M.

  • 217 institutional investors held Walker & Dunlop (WD) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $2.01B of Walker & Dunlop stock for Q3 2023, down 3.3% quarter-over-quarter.
  • 23 funds opened new Walker & Dunlop positions in Q3 2023 and 22 closed out, a net change of +1 holder.
  • The largest Walker & Dunlop buyer in Q3 2023 was Millennium Management, an estimated $33.9M added.
  • The largest Walker & Dunlop seller in Q3 2023 was Voss Capital, an estimated $12.5M sold.

Based on aggregated 13F filings for Q3 2023.