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Walker & Dunlop

253 hedge funds and large institutions have $2.78B invested in Walker & Dunlop in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 94 increasing their positions, 86 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 86

0.44% more ownership

Funds ownership: 83.6%84.04% (+0.44%)

2% less capital invested

Capital invested by funds: $2.83B → $2.78B (-$47.9M)

4% less funds holding

Funds holding: 263253 (-10)

19% less call options, than puts

Call options by funds: $7.95M | Put options by funds: $9.79M

22% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 36

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
253
Holders Change
-10
Holders Change %
-3.8%
% of All Funds
3.65%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
28
Increased
94
Reduced
86
Closed
36
Calls
$7.95M
Puts
$9.79M
Net Calls
-$1.84M
Net Calls Change
-$3.83M
Name Holding Trade Value Shares
Change
Change in
Stake
Mitsubishi UFJ Asset Management
226
Mitsubishi UFJ Asset Management
Japan
$4.12K
UB
227
UMB Bank
Missouri
$4.12K +$190 +2 +5%
MTIC
228
Missouri Trust & Investment Company
Missouri
$3.44K
Jones Financial Companies
229
Jones Financial Companies
Missouri
$3.16K +$3.04K +32 New
MPWT
230
MassMutual Private Wealth & Trust
Connecticut
$3.14K
Bessemer Group
231
Bessemer Group
New Jersey
$3K
GWM
232
Geneos Wealth Management
Colorado
$2.46K
BTI
233
Blue Trust Inc
Georgia
$2.42K +$2.28K +24 New
FMII
234
Farmers & Merchants Investments Inc
Nebraska
$2.26K
JWA
235
JFS Wealth Advisors
Pennsylvania
$1.77K
CA
236
Clearstead Advisors
Ohio
$1.61K
AWM
237
Abound Wealth Management
Tennessee
$1.58K
QL
238
Quarry LP
New York
$1.47K -$3.52K -37 -71%
RIL
239
Rothschild Investment LLC
Illinois
$1.47K +$952 +10 +200%
AF
240
Aviso Financial
Ontario, Canada
$1.47K +$1.43K +15 New
HCP
241
Hexagon Capital Partners
Arkansas
$1.47K +$1.43K +15 New
PS
242
Principal Securities
Iowa
$1.28K +$95 +1 +8%
PWMG
243
Private Wealth Management Group
New Jersey
$786 -$1.33K -14 -64%
MCM
244
Manchester Capital Management
Vermont
$688
BIA
245
Bell Investment Advisors
California
$590
SIC
246
SJS Investment Consulting
Ohio
$590
DPW
247
DiNuzzo Private Wealth
Pennsylvania
$590 +$95 +1 +20%
LFG
248
Larson Financial Group
Missouri
$491 +$476 +5 New
ECM
249
Everence Capital Management
Indiana
$398
IC
250
Innealta Capital
Texas
$295 +$285 +3 New

WD Hedge Fund Activity: Q2 2024 in Review

253 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Walker & Dunlop (WD) for Q2 2024, worth a combined $2.78B — down 1.7% from $2.83B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of WD and 28 opened new positions — a net loss of 8 holders — while 86 trimmed existing stakes and 94 added.

The largest buyer was AllianceBernstein, adding an estimated $70.7M. The largest seller was Fidelity Investments, cutting an estimated $40.7M.

  • 253 institutional investors held Walker & Dunlop (WD) as of Q2 2024, down from 263 in Q1 2024.
  • Funds reported $2.78B of Walker & Dunlop stock for Q2 2024, down 1.7% quarter-over-quarter.
  • 28 funds opened new Walker & Dunlop positions in Q2 2024 and 36 closed out, a net change of -8 holders.
  • The largest Walker & Dunlop buyer in Q2 2024 was AllianceBernstein, an estimated $70.7M added.
  • The largest Walker & Dunlop seller in Q2 2024 was Fidelity Investments, an estimated $40.7M sold.

Based on aggregated 13F filings for Q2 2024.