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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
DPW
251
DiNuzzo Private Wealth
Pennsylvania
$667 +$493 +6 New
CWC
252
Carolinas Wealth Consulting
North Carolina
$272 +$164 +2 New
Millennium Management
253
Millennium Management
New York
-$29.8M -401,484 Closed
CC
254
Conversant Capital
New Jersey
-$15.1M -203,000 Closed
Assenagon Asset Management
255
Assenagon Asset Management
Luxembourg
-$15M -201,387 Closed
CA
256
Continuum Advisory
Idaho
-$21K -21,000 Closed
ECM
257
ExodusPoint Capital Management
New York
-$1.09M -14,693 Closed
D.E. Shaw & Co
258
D.E. Shaw & Co
New York
-$558K -7,517 Closed
VCM
259
Vetamer Capital Management
California
-$500K -6,730 Closed
EP
260
Eudaimonia Partners
Tennessee
-$223K -3,000 Closed
AA
261
AlphaMark Advisors
Kentucky
-$218K -2,935 Closed
ACM
262
Aquatic Capital Management
Illinois
-$67K -900 Closed
BAM
263
Byrne Asset Management
New Jersey
-$56K -760 Closed
CTC
264
Central Trust Company
Missouri
-$29.7K -400 Closed
Toronto Dominion Bank
265
Toronto Dominion Bank
Ontario, Canada
-$3.86K -52 Closed
AWA
266
Authentikos Wealth Advisory
California
-$2.37K -32 Closed
NA
267
NewEdge Advisors
Louisiana
-$2.23K -30 Closed
BAAM
268
Baker Avenue Asset Management
California
-$2.08K -28 Closed
SCA
269
Stonebridge Capital Advisors
Minnesota
-$1.56K -21 Closed
HL
270
HeadInvest LLC
Maine
-$1.44K -20 Closed
RA
271
Rise Advisors
New York
-$39 -1 Closed

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.