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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
ASN
76
Advisory Services Network
Georgia
$2.64M -$20.7K -252 -1%
Citigroup
77
Citigroup
New York
$2.33M +$601K +7,323 +54%
SEI Investments
78
SEI Investments
Pennsylvania
$2.3M +$703K +8,558 +70%
SOADOR
79
State of Alaska Department of Revenue
Alaska
$2.28M -$14.5K -177 -0.9%
HighTower Advisors
80
HighTower Advisors
Illinois
$2.21M -$25.5K -311 -2%
Russell Investments Group
81
Russell Investments Group
United Kingdom
$2.18M +$70.9K +864 +5%
Citadel Advisors
82
Citadel Advisors
Florida
$2.14M -$4.01M -48,822 -72%
T. Rowe Price Associates
83
T. Rowe Price Associates
Maryland
$2.06M +$97.1K +1,183 +7%
IMRF
84
Illinois Municipal Retirement Fund
Illinois
$2.02M -$21.7K -264 -1%
AIG
85
American International Group
New York
$1.93M -$11.7K -143 -0.8%
QEI
86
QSV Equity Investors
Illinois
$1.88M +$1.39M +16,922 New
Jane Street
87
Jane Street
New York
$1.88M +$641K +7,808 +86%
MIM
88
MetLife Investment Management
New Jersey
$1.86M
LSERS
89
Louisiana State Employees Retirement System
Louisiana
$1.85M -$24.6K -300 -2%
YCM
90
Yousif Capital Management
Michigan
$1.83M +$5.5K +67 +0.4%
HCA
91
Harbor Capital Advisors
Illinois
$1.83M -$124K -1,514 -8%
Comerica Bank
92
Comerica Bank
Texas
$1.75M +$22.4K +273 +2%
Manulife (Manufacturers Life Insurance)
93
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.75M -$23K -280 -2%
Ensign Peak Advisors
94
Ensign Peak Advisors
Utah
$1.65M
Mirae Asset Global Investments
95
Mirae Asset Global Investments
South Korea
$1.62M +$44.3K +539 +4%
Holocene Advisors
96
Holocene Advisors
New York
$1.62M -$71K -865 -6%
Susquehanna International Group
97
Susquehanna International Group
Pennsylvania
$1.57M +$1.16M +14,166 New
SIG
98
Spinnaker Investment Group
California
$1.54M +$900K +10,963 +381%
Royal Bank of Canada
99
Royal Bank of Canada
Ontario, Canada
$1.47M +$378K +4,599 +53%
CA
100
Carson Advisory
Georgia
$1.46M -$69.8K -850 -6%

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.