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Walker & Dunlop

274 hedge funds and large institutions have $3.19B invested in Walker & Dunlop in 2024 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 108 increasing their positions, 79 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 18

37% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 79

15% more capital invested

Capital invested by funds: $2.78B → $3.19B (+$409M)

8% more funds holding

Funds holding: 253274 (+21)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.74% less ownership

Funds ownership: 84.04%83.29% (-0.74%)

4% less call options, than puts

Call options by funds: $8.63M | Put options by funds: $9.04M

Holders
274
Holders Change
+21
Holders Change %
+8.3%
% of All Funds
3.93%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
40
Increased
108
Reduced
79
Closed
18
Calls
$8.63M
Puts
$9.04M
Net Calls
-$404K
Net Calls Change
+$1.44M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
226
Smartleaf Asset Management
Massachusetts
$25.4K +$2.09K +20 +10%
EWA
227
EverSource Wealth Advisors
Alabama
$23.9K -$523 -5 -2%
RBC
228
Roble Belko & Company
Pennsylvania
$23K
VCM
229
Versant Capital Management
Arizona
$22.8K
PA
230
Parallel Advisors
California
$22.8K
CTA
231
Colonial Trust Advisors
South Carolina
$22.7K -$10.7K -102 -34%
SC
232
SouthState Corp
Florida
$22.7K
Fifth Third Bancorp
233
Fifth Third Bancorp
Ohio
$20.8K +$2.72K +26 +17%
RA
234
Rise Advisors
New York
$20.7K +$209 +2 +1%
AF
235
Allworth Financial
California
$16.7K +$4.29K +41 +39%
MSG
236
Main Street Group
Virginia
$16.1K
FFA
237
Farther Finance Advisors
California
$13.7K +$4.81K +46 +61%
BF
238
BOK Financial
Oklahoma
$12.4K +$11.6K +111 New
TFA
239
Toth Financial Advisory
Virginia
$11.4K
HWM
240
Hemington Wealth Management
Virginia
$11K +$10.7K +102 New
Bessemer Group
241
Bessemer Group
New Jersey
$10K +$5.97K +57 +190%
CA
242
Continuum Advisory
Idaho
$9.9K
UB
243
UMB Bank
Missouri
$9.77K +$4.61K +44 +105%
Jones Financial Companies
244
Jones Financial Companies
Missouri
$9.25K +$5.34K +51 +159%
C
245
Covestor
United Kingdom
$9K
GIA
246
GHP Investment Advisors
Colorado
$8.52K
LC
247
Lindbrook Capital
California
$6.7K -$1.78K -17 -22%
AAP
248
Arax Advisory Partners
Colorado
$6.47K
MPWT
249
MassMutual Private Wealth & Trust
Connecticut
$6.25K +$2.41K +23 +72%
SCM
250
Sterling Capital Management
North Carolina
$6.25K +$5.76K +55 New

WD Hedge Fund Activity: Q3 2024 in Review

274 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Walker & Dunlop (WD) for Q3 2024, worth a combined $3.19B — up 15% from $2.78B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new WD positions and 18 closed out — a net gain of 22 holders — while 108 added to existing stakes and 79 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $42.1M. The largest seller was Impactive Capital, exiting entirely with an estimated $142M sold.

  • 274 institutional investors held Walker & Dunlop (WD) as of Q3 2024, up from 253 in Q2 2024.
  • Funds reported $3.19B of Walker & Dunlop stock for Q3 2024, up 15% quarter-over-quarter.
  • 40 funds opened new Walker & Dunlop positions in Q3 2024 and 18 closed out, a net change of +22 holders.
  • The largest Walker & Dunlop buyer in Q3 2024 was Fidelity Investments, an estimated $42.1M added.
  • The largest Walker & Dunlop seller in Q3 2024 was Impactive Capital, an estimated $142M sold.

Based on aggregated 13F filings for Q3 2024.