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Walker & Dunlop

263 hedge funds and large institutions have $2.83B invested in Walker & Dunlop in 2024 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 84 increasing their positions, 90 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 29

29% more call options, than puts

Call options by funds: $8.8M | Put options by funds: $6.82M

4% more funds holding

Funds holding: 253263 (+10)

0.39% more ownership

Funds ownership: 83.21%83.6% (+0.39%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

7% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 90

8% less capital invested

Capital invested by funds: $3.08B → $2.83B (-$255M)

Holders
263
Holders Change
+10
Holders Change %
+3.95%
% of All Funds
3.79%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
42
Increased
84
Reduced
90
Closed
29
Calls
$8.8M
Puts
$6.82M
Net Calls
+$1.98M
Net Calls Change
+$2.75M
Name Holding Trade Value Shares
Change
Change in
Stake
VL
251
Vima LLC
Michigan
$1.52K
CQS
252
Credential Qtrade Securities
$1.51K
PS
253
Principal Securities
Iowa
$1.21K -$96 -1 -8%
MCM
254
Manchester Capital Management
Vermont
$708
AWM
255
Avior Wealth Management
Nebraska
$707 +$672 +7 New
BIA
256
Bell Investment Advisors
California
$607
SIC
257
SJS Investment Consulting
Ohio
$607
IA
258
IFP Advisors
Florida
$606 +$576 +6 New
DPW
259
DiNuzzo Private Wealth
Pennsylvania
$506 -$96 -1 -17%
RIL
260
Rothschild Investment LLC
Illinois
$505 +$480 +5 New
ECM
261
Everence Capital Management
Indiana
$439
GRP
262
Global Retirement Partners
California
$303 +$288 +3 New
EGI
263
EAM Global Investors
California
-$3.6M -32,431 Closed
EI
264
EAM Investors
California
-$3.36M -30,300 Closed
Balyasny Asset Management
265
Balyasny Asset Management
Illinois
-$3.27M -29,450 Closed
State Board of Administration of Florida Retirement System
266
State Board of Administration of Florida Retirement System
Florida
-$1.01M -9,090 Closed
Nomura Holdings
267
Nomura Holdings
Japan
-$667K -6,006 Closed
CT
268
ClearAlpha Technologies
Connecticut
-$656K -5,911 Closed
Mackenzie Financial
269
Mackenzie Financial
Ontario, Canada
-$548K -4,940 Closed
II
270
Inspire Investing
Idaho
-$383K -3,450 Closed
BCM
271
Bayesian Capital Management
New York
-$352K -3,167 Closed
VF
272
Virtu Financial
New York
-$307K -2,764 Closed
AWM
273
AE Wealth Management
Kansas
-$243K -2,426 Closed
SW
274
SlateStone Wealth
Florida
-$259K -2,332 Closed
CAPTRUST Financial Advisors
275
CAPTRUST Financial Advisors
North Carolina
-$257K -2,317 Closed

WD Hedge Fund Activity: Q1 2024 in Review

263 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Walker & Dunlop (WD) for Q1 2024, worth a combined $2.83B — down 8.3% from $3.08B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new WD positions and 29 closed out — a net gain of 13 holders — while 84 added to existing stakes and 90 trimmed.

The largest buyer was Impactive Capital, adding an estimated $70.3M. The largest seller was Fidelity Investments, cutting an estimated $79.5M.

  • 263 institutional investors held Walker & Dunlop (WD) as of Q1 2024, up from 253 in Q4 2023.
  • Funds reported $2.83B of Walker & Dunlop stock for Q1 2024, down 8.3% quarter-over-quarter.
  • 42 funds opened new Walker & Dunlop positions in Q1 2024 and 29 closed out, a net change of +13 holders.
  • The largest Walker & Dunlop buyer in Q1 2024 was Impactive Capital, an estimated $70.3M added.
  • The largest Walker & Dunlop seller in Q1 2024 was Fidelity Investments, an estimated $79.5M sold.

Based on aggregated 13F filings for Q1 2024.