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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
KCM
26
Kathmere Capital Management
Pennsylvania
$17.9M -$1.64M -19,992 -11%
Amundi
27
Amundi
France
$16.4M +$1.38M +16,748 +11%
2
28
2Xideas
Switzerland
$16.3M -$788K -9,591 -6%
N
29
Nuveen
North Carolina
$14.5M +$2.49M +30,296 +30%
TIM
30
Thornburg Investment Management
New Mexico
$14.3M +$401K +4,883 +4%
Invesco
31
Invesco
Georgia
$13.5M +$2.92M +35,514 +41%
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$11.6M -$242K -2,946 -3%
Ameriprise
33
Ameriprise
Minnesota
$11.1M -$601K -7,315 -7%
ACH
34
ArrowMark Colorado Holdings
Colorado
$11.1M
FSCM
35
First Sabrepoint Capital Management
Texas
$10.7M -$3.45M -42,000 -30%
Legal & General Group
36
Legal & General Group
United Kingdom
$10.5M -$16.4K -200 -0.2%
Deutsche Bank
37
Deutsche Bank
Germany
$10.1M -$8.46K -103 -0.1%
VC
38
Voss Capital
Texas
$9.37M +$999K +12,165 +17%
NC
39
Nixon Capital
Texas
$9.21M -$58.7K -715 -0.9%
Allspring Global Investments
40
Allspring Global Investments
North Carolina
$8.15M +$5.96M +72,539 +7,868%
Public Sector Pension Investment Board (PSP Investments)
41
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.71M +$2.32M +28,206 +68%
CS
42
Credit Suisse
Switzerland
$7.51M +$2.25M +27,429 +68%
MAP
43
Moody Aldrich Partners
Massachusetts
$7.45M +$1.48M +18,017 +37%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$7.39M +$617K +7,514 +13%
CIC
45
Crawford Investment Counsel
Georgia
$7.35M -$342K -4,161 -6%
Swiss National Bank
46
Swiss National Bank
Switzerland
$7.3M -$320K -3,900 -6%
HCM
47
Harspring Capital Management
New York
$7.22M
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$6.78M +$3.43M +41,774 +217%
EAM
49
Erste Asset Management
Austria
$6.66M -$3.98M -48,500 -45%
SRC
50
Shufro Rose & Co
New York
$6.36M

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.