We are live on ! Find out more
WD icon

Walker & Dunlop

253 hedge funds and large institutions have $2.78B invested in Walker & Dunlop in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 94 increasing their positions, 86 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 86

0.44% more ownership

Funds ownership: 83.6%84.04% (+0.44%)

2% less capital invested

Capital invested by funds: $2.83B → $2.78B (-$47.9M)

4% less funds holding

Funds holding: 263253 (-10)

19% less call options, than puts

Call options by funds: $7.95M | Put options by funds: $9.79M

22% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 36

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
253
Holders Change
-10
Holders Change %
-3.8%
% of All Funds
3.65%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
28
Increased
94
Reduced
86
Closed
36
Calls
$7.95M
Puts
$9.79M
Net Calls
-$1.84M
Net Calls Change
-$3.83M
Name Holding Trade Value Shares
Change
Change in
Stake
IFG
126
Independent Financial Group
California
$681K +$660K +6,938 New
IF
127
Insight Folios
North Carolina
$678K -$12.8K -135 -2%
BPA
128
Beacon Pointe Advisors
California
$662K -$51.8K -544 -7%
CIP
129
Cornerstone Investment Partners
Georgia
$657K +$129K +1,357 +25%
TRCT
130
Tower Research Capital (TRC)
New York
$625K +$535K +5,626 +762%
CL
131
Choreo LLC
Illinois
$593K +$165K +1,729 +38%
Commonwealth Equity Services
132
Commonwealth Equity Services
Massachusetts
$576K -$38.8K -408 -7%
HW
133
Hancock Whitney
Mississippi
$575K -$53.2K -559 -9%
Handelsbanken Fonder
134
Handelsbanken Fonder
Sweden
$555K
Wealth Enhancement Advisory Services
135
Wealth Enhancement Advisory Services
Minnesota
$552K -$856 -9 -0.2%
MOACM
136
Mutual of America Capital Management
New York
$544K -$20.9K -220 -4%
Amundi
137
Amundi
France
$516K -$15.6M -163,460 -97%
BC
138
Burney Company
Virginia
$504K -$38.4K -404 -7%
SPA
139
Sherbrooke Park Advisers
New York
$489K +$474K +4,984 New
GT
140
Glenmede Trust
Pennsylvania
$485K -$122K -1,277 -21%
ProShare Advisors
141
ProShare Advisors
Maryland
$485K -$144K -1,516 -23%
HSBC Holdings
142
HSBC Holdings
United Kingdom
$473K +$16.4K +172 +4%
Mariner
143
Mariner
Kansas
$448K +$196K +2,063 +82%
Pictet Asset Management
144
Pictet Asset Management
Switzerland
$444K -$190 -2 -0%
Bank of Montreal
145
Bank of Montreal
Ontario, Canada
$432K +$10.5K +110 +3%
KeyBank National Association
146
KeyBank National Association
Ohio
$432K +$69K +725 +20%
QT
147
Quantbot Technologies
New York
$423K -$950K -9,979 -70%
Public Employees Retirement Association of Colorado
148
Public Employees Retirement Association of Colorado
Colorado
$422K -$16.9K -178 -4%
US Bancorp
149
US Bancorp
Minnesota
$396K -$57.9K -608 -13%
TCM
150
Teza Capital Management
Illinois
$391K +$62.8K +660 +20%

WD Hedge Fund Activity: Q2 2024 in Review

253 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Walker & Dunlop (WD) for Q2 2024, worth a combined $2.78B — down 1.7% from $2.83B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of WD and 28 opened new positions — a net loss of 8 holders — while 86 trimmed existing stakes and 94 added.

The largest buyer was AllianceBernstein, adding an estimated $70.7M. The largest seller was Fidelity Investments, cutting an estimated $40.7M.

  • 253 institutional investors held Walker & Dunlop (WD) as of Q2 2024, down from 263 in Q1 2024.
  • Funds reported $2.78B of Walker & Dunlop stock for Q2 2024, down 1.7% quarter-over-quarter.
  • 28 funds opened new Walker & Dunlop positions in Q2 2024 and 36 closed out, a net change of -8 holders.
  • The largest Walker & Dunlop buyer in Q2 2024 was AllianceBernstein, an estimated $70.7M added.
  • The largest Walker & Dunlop seller in Q2 2024 was Fidelity Investments, an estimated $40.7M sold.

Based on aggregated 13F filings for Q2 2024.