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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
GKIM
51
GW&K Investment Management
Massachusetts
$6M -$162K -1,969 -4%
NIG
52
NFJ Investment Group
Texas
$5.87M -$806K -9,811 -16%
JP Morgan Chase
53
JP Morgan Chase
New York
$5.74M -$126K -1,534 -3%
Barclays
54
Barclays
United Kingdom
$5.61M +$2.89M +35,142 +228%
New York State Teachers Retirement System (NYSTRS)
55
New York State Teachers Retirement System (NYSTRS)
New York
$5.51M
GGI
56
GPM Growth Investors
Michigan
$5.22M -$806K -9,811 -17%
GLA
57
Great Lakes Advisors
Illinois
$5.02M +$3.71M +45,183 New
Baird Financial Group
58
Baird Financial Group
Wisconsin
$4.91M -$83K -1,011 -2%
PI
59
Putnam Investments
Massachusetts
$4.67M -$1.22M -14,804 -26%
Thrivent Financial for Lutherans
60
Thrivent Financial for Lutherans
Minnesota
$4.5M -$100K -1,222 -3%
EAM
61
EULAV Asset Management
Florida
$4.32M
Prudential Financial
62
Prudential Financial
New Jersey
$4.26M -$42.5K -517 -1%
Canada Life
63
Canada Life
Manitoba, Canada
$4.21M +$153K +1,862 +5%
Corient Private Wealth
64
Corient Private Wealth
Florida
$4.19M -$1.57M -19,069 -34%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$3.88M -$6.49K -79 -0.2%
VCA
66
Verdence Capital Advisors
Maryland
$3.87M +$80.2K +977 +3%
California Public Employees Retirement System
67
California Public Employees Retirement System
California
$3.77M
UBS AM
68
UBS AM
Illinois
$3.64M
EGI
69
EAM Global Investors
California
$3.6M +$2.66M +32,431 New
EI
70
EAM Investors
California
$3.36M +$2.49M +30,300 New
Balyasny Asset Management
71
Balyasny Asset Management
Illinois
$3.27M -$29.9M -363,718 -93%
State of New Jersey Common Pension Fund D
72
State of New Jersey Common Pension Fund D
New Jersey
$3.26M
TPSF
73
Texas Permanent School Fund
Texas
$3.21M +$47.3K +576 +2%
UBS Group
74
UBS Group
Switzerland
$3.05M +$1.92M +23,360 +572%
Squarepoint
75
Squarepoint
New York
$2.8M +$2.07M +25,207 New

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.