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.
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: 263 → 253 (-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: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$70.7M |
| 2 |
IC
Impactive Capital
New York City,
New York
|
+$39.6M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$12.3M |
| 4 |
UBS AM
Chicago,
Illinois
|
+$5M |
| 5 |
MDSL
M.D. Sass LLC
New York
|
+$4.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$40.7M |
| 2 |
Amundi
Paris,
France
|
-$15.6M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
-$15.4M |
| 4 |
2
2Xideas
Kusnacht,
Switzerland
|
-$9.69M |
| 5 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
-$8.57M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VPIM
276
Vanguard Personalized Indexing Management
Oakland,
California
| – | -$208K | -2,062 | Closed |
|
277
Baird Financial Group
Milwaukee,
Wisconsin
| – | -$204K | -2,019 | Closed |
|
|
HIMC
278
Heritage Investors Management Corp
Bethesda,
Maryland
| – | -$202K | -2,000 | Closed |
|
|
WS
279
Wedbush Securities
Los Angeles,
California
| – | -$202K | -1,996 | Closed |
|
|
MLICM
280
Metropolitan Life Insurance Company (MetLife)
New York
| – | -$168K | -1,662 | Closed |
|
|
EC
281
EntryPoint Capital
New York
| – | -$57.1K | -565 | Closed |
|
282
First Manhattan
New York
| – | -$50.9K | -504 | Closed |
|
|
SOW
283
State of Wyoming
Cheyenne,
Wyoming
| – | -$41.5K | -411 | Closed |
|
|
FIM
284
Fernwood Investment Management
Quincy,
Massachusetts
| – | -$15.1K | -149 | Closed |
|
|
BWL
285
Bogart Wealth LLC
Mclean,
Virginia
| – | -$15K | -148 | Closed |
|
|
MIM
286
Macroview Investment Management
Bethesda,
Maryland
| – | -$2.28K | -23 | Closed |
|
|
VL
287
Vima LLC
Troy,
Michigan
| – | -$1.52K | -20 | Closed |
|
|
IA
288
IFP Advisors
Tampa,
Florida
| – | -$606 | -6 | Closed |
|
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.