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Walker & Dunlop

263 hedge funds and large institutions have $2.83B invested in Walker & Dunlop in 2024 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 84 increasing their positions, 90 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 29

29% more call options, than puts

Call options by funds: $8.8M | Put options by funds: $6.82M

4% more funds holding

Funds holding: 253263 (+10)

0.39% more ownership

Funds ownership: 83.21%83.6% (+0.39%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

7% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 90

8% less capital invested

Capital invested by funds: $3.08B → $2.83B (-$255M)

Holders
263
Holders Change
+10
Holders Change %
+3.95%
% of All Funds
3.79%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
42
Increased
84
Reduced
90
Closed
29
Calls
$8.8M
Puts
$6.82M
Net Calls
+$1.98M
Net Calls Change
+$2.75M
Name Holding Trade Value Shares
Change
Change in
Stake
Zurich Cantonal Bank
126
Zurich Cantonal Bank
Switzerland
$772K +$29.7K +309 +4%
BPA
127
Beacon Pointe Advisors
California
$736K +$97.3K +1,013 +16%
COPPSERS
128
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$730K +$576 +6 +0.1%
AIM
129
ARGA Investment Management
Connecticut
$728K +$237K +2,469 +52%
IF
130
Insight Folios
North Carolina
$712K +$16.4K +171 +2%
ProShare Advisors
131
ProShare Advisors
Maryland
$652K +$42.5K +443 +7%
HW
132
Hancock Whitney
Mississippi
$648K +$8.55K +89 +1%
Commonwealth Equity Services
133
Commonwealth Equity Services
Massachusetts
$634K +$2.98K +31 +0.5%
GT
134
Glenmede Trust
Pennsylvania
$628K -$186K -1,933 -24%
MOACM
135
Mutual of America Capital Management
New York
$582K -$8.84K -92 -2%
ET
136
Entropy Technologies
New York
$579K +$59.8K +623 +12%
Handelsbanken Fonder
137
Handelsbanken Fonder
Sweden
$571K
Wealth Enhancement Advisory Services
138
Wealth Enhancement Advisory Services
Minnesota
$569K +$540K +5,626 New
MFS
139
Mirabella Financial Services
United Kingdom
$564K +$536K +5,580 New
PP
140
PDT Partners
New York
$563K +$535K +5,570 New
BC
141
Burney Company
Virginia
$559K -$20.9K -218 -4%
CIP
142
Cornerstone Investment Partners
Georgia
$539K -$75.3K -784 -13%
JF
143
Jump Financial
Illinois
$521K +$496K +5,160 New
Susquehanna International Group
144
Susquehanna International Group
Pennsylvania
$509K -$876K -9,125 -64%
HSBC Holdings
145
HSBC Holdings
United Kingdom
$473K +$449K +4,679 New
US Bancorp
146
US Bancorp
Minnesota
$469K -$462K -4,813 -51%
CL
147
Choreo LLC
Illinois
$464K +$32.5K +338 +8%
Pictet Asset Management
148
Pictet Asset Management
Switzerland
$457K +$91.6K +954 +27%
Public Employees Retirement Association of Colorado
149
Public Employees Retirement Association of Colorado
Colorado
$452K
Point72 Asset Management
150
Point72 Asset Management
Connecticut
$435K +$413K +4,300 New

WD Hedge Fund Activity: Q1 2024 in Review

263 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Walker & Dunlop (WD) for Q1 2024, worth a combined $2.83B — down 8.3% from $3.08B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new WD positions and 29 closed out — a net gain of 13 holders — while 84 added to existing stakes and 90 trimmed.

The largest buyer was Impactive Capital, adding an estimated $70.3M. The largest seller was Fidelity Investments, cutting an estimated $79.5M.

  • 263 institutional investors held Walker & Dunlop (WD) as of Q1 2024, up from 253 in Q4 2023.
  • Funds reported $2.83B of Walker & Dunlop stock for Q1 2024, down 8.3% quarter-over-quarter.
  • 42 funds opened new Walker & Dunlop positions in Q1 2024 and 29 closed out, a net change of +13 holders.
  • The largest Walker & Dunlop buyer in Q1 2024 was Impactive Capital, an estimated $70.3M added.
  • The largest Walker & Dunlop seller in Q1 2024 was Fidelity Investments, an estimated $79.5M sold.

Based on aggregated 13F filings for Q1 2024.