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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
New York State Common Retirement Fund
101
New York State Common Retirement Fund
New York
$1.44M +$18K +219 +2%
VOYA Investment Management
102
VOYA Investment Management
Georgia
$1.41M +$19.9K +242 +2%
AB
103
Amalgamated Bank
New York
$1.39M -$23.6K -287 -2%
KAS
104
Kestra Advisory Services
Texas
$1.35M +$7.47K +91 +0.8%
MSRPS
105
Maryland State Retirement & Pension System
Maryland
$1.35M -$10.3K -125 -1%
TRCT
106
Tower Research Capital (TRC)
New York
$1.34M +$873K +10,637 +759%
Wells Fargo
107
Wells Fargo
California
$1.25M +$162K +1,972 +21%
State of Tennessee, Department of Treasury
108
State of Tennessee, Department of Treasury
Tennessee
$1.25M +$67.3K +820 +8%
PI
109
PEAK6 Investments
Illinois
$1.2M +$885K +10,776 New
AO
110
Advisor OS
Illinois
$1.19M -$691K -8,414 -44%
TRSOTSOK
111
Teachers Retirement System of the State of Kentucky
Kentucky
$1.11M
OPERF
112
Oregon Public Employees Retirement Fund
Oregon
$1.09M -$8.21K -100 -1%
BNP Paribas Financial Markets
113
BNP Paribas Financial Markets
France
$1.06M -$2M -24,388 -72%
US Bancorp
114
US Bancorp
Minnesota
$1.05M +$94.3K +1,149 +14%
KCM
115
Kornitzer Capital Management
Kansas
$1.04M
ASRS
116
Arizona State Retirement System
Arizona
$1.03M +$24.9K +303 +3%
State Board of Administration of Florida Retirement System
117
State Board of Administration of Florida Retirement System
Florida
$1.01M
SFG
118
Synergy Financial Group
California
$934K -$28.9K -352 -4%
JFG
119
Jefferies Financial Group
New York
$918K +$679K +8,269 New
GT
120
Glenmede Trust
Pennsylvania
$905K +$172K +2,099 +35%
Zurich Cantonal Bank
121
Zurich Cantonal Bank
Switzerland
$814K +$111K +1,347 +23%
Creative Planning
122
Creative Planning
Kansas
$806K +$3.12K +38 +0.5%
COPPSERS
123
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$801K -$1.24M -15,075 -68%
Man Group
124
Man Group
United Kingdom
$797K +$590K +7,182 New
IF
125
Insight Folios
North Carolina
$763K +$3.78K +46 +0.7%

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.