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Walker & Dunlop

253 hedge funds and large institutions have $3.08B invested in Walker & Dunlop in 2023 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 77 increasing their positions, 78 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

195% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 19

53% more capital invested

Capital invested by funds: $2.01B → $3.08B (+$1.07B)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

17% more funds holding

Funds holding: 217253 (+36)

1.77% more ownership

Funds ownership: 81.44%83.21% (+1.8%)

1% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 78

6% less call options, than puts

Call options by funds: $11.1M | Put options by funds: $11.9M

Holders
253
Holders Change
+36
Holders Change %
+16.59%
% of All Funds
3.69%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
56
Increased
77
Reduced
78
Closed
19
Calls
$11.1M
Puts
$11.9M
Net Calls
-$764K
Net Calls Change
-$862K
Name Holding Trade Value Shares
Change
Change in
Stake
LC
226
Lindbrook Capital
California
$7.88K +$1.56K +19 +37%
FFA
227
Farther Finance Advisors
California
$7.44K +$2.22K +27 +68%
CAM
228
Creekmur Asset Management
Illinois
$6.11K +$4.52K +55 New
MPWT
229
MassMutual Private Wealth & Trust
Connecticut
$4.33K +$2.46K +30 +333%
Mitsubishi UFJ Asset Management
230
Mitsubishi UFJ Asset Management
Japan
$4.31K
MTIC
231
Missouri Trust & Investment Company
Missouri
$3.88K
BTI
232
Blue Trust Inc
Georgia
$3K
Bessemer Group
233
Bessemer Group
New Jersey
$3K +$411 +5 +20%
GWM
234
Geneos Wealth Management
Colorado
$2.77K
FMII
235
Farmers & Merchants Investments Inc
Nebraska
$2.55K
MIM
236
Macroview Investment Management
Maryland
$2.48K -$2.05K -25 -53%
PWMG
237
Private Wealth Management Group
New Jersey
$2.44K +$1.81K +22 New
CWP
238
Concord Wealth Partners
Virginia
$2.22K
VL
239
Vima LLC
Michigan
$2.22K +$1.64K +20 New
JWA
240
JFS Wealth Advisors
Pennsylvania
$2K -$328 -4 -18%
CA
241
Clearstead Advisors
Ohio
$1.8K -$1.31K -16 -50%
AWM
242
Abound Wealth Management
Tennessee
$1.78K -$82 -1 -6%
CQS
243
Credential Qtrade Securities
$1.67K +$1.23K +15 New
CSC
244
Caldwell Sutter Capital
California
$1.44K +$1.07K +13 New
PS
245
Principal Securities
Iowa
$1.44K +$1.07K +13 New
Northwestern Mutual Wealth Management
246
Northwestern Mutual Wealth Management
Wisconsin
$888 +$657 +8 New
NSG
247
Nalls Sherbakoff Group
Tennessee
$792 -$493 -6 -46%
MCM
248
Manchester Capital Management
Vermont
$778 -$821 -10 -59%
SIC
249
SJS Investment Consulting
Ohio
$667 -$164 -2 -25%
BIA
250
Bell Investment Advisors
California
$667

WD Hedge Fund Activity: Q4 2023 in Review

253 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Walker & Dunlop (WD) for Q4 2023, worth a combined $3.08B — up 53% from $2.01B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new WD positions and 19 closed out — a net gain of 37 holders — while 77 added to existing stakes and 78 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $39.3M. The largest seller was Balyasny Asset Management, cutting an estimated $29.9M.

  • 253 institutional investors held Walker & Dunlop (WD) as of Q4 2023, up from 217 in Q3 2023.
  • Funds reported $3.08B of Walker & Dunlop stock for Q4 2023, up 53% quarter-over-quarter.
  • 56 funds opened new Walker & Dunlop positions in Q4 2023 and 19 closed out, a net change of +37 holders.
  • The largest Walker & Dunlop buyer in Q4 2023 was Morgan Stanley, an estimated $39.3M added.
  • The largest Walker & Dunlop seller in Q4 2023 was Balyasny Asset Management, an estimated $29.9M sold.

Based on aggregated 13F filings for Q4 2023.