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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
MTIC
251
Missouri Trust & Investment Company
Missouri
$3.98K
PFBT
252
Parkside Financial Bank & Trust
Missouri
$3.75K -$43.5K -416 -93%
GRP
253
Global Retirement Partners
California
$3.41K -$2.51K -24 -44%
RIL
254
Rothschild Investment LLC
Illinois
$3.41K +$1.57K +15 +100%
GWM
255
Geneos Wealth Management
Colorado
$2.84K
FMII
256
Farmers & Merchants Investments Inc
Nebraska
$2.61K
JWA
257
JFS Wealth Advisors
Pennsylvania
$2.16K +$105 +1 +6%
PS
258
Principal Securities
Iowa
$2.04K +$523 +5 +38%
BCMLT
259
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.04K +$1.88K +18 New
CA
260
Clearstead Advisors
Ohio
$1.88K +$105 +1 +6%
AWM
261
Abound Wealth Management
Tennessee
$1.82K
AF
262
Aviso Financial
Ontario, Canada
$1.7K
HCP
263
Hexagon Capital Partners
Arkansas
$1.59K -$105 -1 -7%
CPA
264
Capital Performance Advisors
California
$1.25K +$1.15K +11 New
PWMG
265
Private Wealth Management Group
New Jersey
$909
MCM
266
Manchester Capital Management
Vermont
$796
SIC
267
SJS Investment Consulting
Ohio
$796 +$105 +1 +17%
BIA
268
Bell Investment Advisors
California
$682
DPW
269
DiNuzzo Private Wealth
Pennsylvania
$682
LFG
270
Larson Financial Group
Missouri
$568
CA
271
Claris Advisors
Missouri
$341 +$314 +3 New
IAIM
272
International Assets Investment Management
Florida
$120 +$1.41M +13,511 +11,259%
TFM
273
TFC Financial Management
Massachusetts
$114
MFG
274
Mendota Financial Group
Wisconsin
$114 +$105 +1 New
IC
275
Impactive Capital
New York
-$142M -1,450,348 Closed

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.