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Walker & Dunlop

274 hedge funds and large institutions have $3.19B invested in Walker & Dunlop in 2024 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 108 increasing their positions, 79 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 18

37% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 79

15% more capital invested

Capital invested by funds: $2.78B → $3.19B (+$409M)

8% more funds holding

Funds holding: 253274 (+21)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.74% less ownership

Funds ownership: 84.04%83.29% (-0.74%)

4% less call options, than puts

Call options by funds: $8.63M | Put options by funds: $9.04M

Holders
274
Holders Change
+21
Holders Change %
+8.3%
% of All Funds
3.93%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
40
Increased
108
Reduced
79
Closed
18
Calls
$8.63M
Puts
$9.04M
Net Calls
-$404K
Net Calls Change
+$1.44M
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
126
Synergy Financial Group
California
$977K +$14.8K +141 +2%
State of Tennessee, Department of Treasury
127
State of Tennessee, Department of Treasury
Tennessee
$969K -$54.7K -523 -6%
Marshall Wace
128
Marshall Wace
United Kingdom
$957K +$881K +8,421 New
HV
129
HST Ventures
Utah
$956K +$881K +8,419 New
AO
130
Advisor OS
Illinois
$945K -$170K -1,620 -16%
CIP
131
Chartwell Investment Partners
Pennsylvania
$885K +$816K +7,795 New
LPL Financial
132
LPL Financial
California
$871K +$527K +5,031 +191%
Zurich Cantonal Bank
133
Zurich Cantonal Bank
Switzerland
$868K
OPERF
134
Oregon Public Employees Retirement Fund
Oregon
$852K -$73.3K -700 -9%
Two Sigma Investments
135
Two Sigma Investments
New York
$819K +$18.3K +175 +2%
AIM
136
ARGA Investment Management
Connecticut
$818K
IF
137
Insight Folios
North Carolina
$783K -$1.88K -18 -0.3%
COPPSERS
138
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$778K -$43.2K -413 -6%
CIP
139
Cornerstone Investment Partners
Georgia
$767K +$6.8K +65 +1%
Handelsbanken Fonder
140
Handelsbanken Fonder
Sweden
$733K +$83.7K +800 +14%
US Bancorp
141
US Bancorp
Minnesota
$720K +$241K +2,306 +57%
State of Wisconsin Investment Board
142
State of Wisconsin Investment Board
Wisconsin
$717K -$816K -7,800 -55%
KeyBank National Association
143
KeyBank National Association
Ohio
$697K +$181K +1,732 +39%
CL
144
Choreo LLC
Illinois
$696K -$3.35K -32 -0.5%
HW
145
Hancock Whitney
Mississippi
$667K +$1.99K +19 +0.3%
Commonwealth Equity Services
146
Commonwealth Equity Services
Massachusetts
$666K +$523 +5 +0.1%
Mackenzie Financial
147
Mackenzie Financial
Ontario, Canada
$635K +$585K +5,594 New
Wealth Enhancement Advisory Services
148
Wealth Enhancement Advisory Services
Minnesota
$621K -$15.7K -150 -3%
OSAM
149
O'Shaughnessy Asset Management
Connecticut
$594K +$265K +2,536 +91%
HSBC Holdings
150
HSBC Holdings
United Kingdom
$577K +$25.5K +244 +5%

WD Hedge Fund Activity: Q3 2024 in Review

274 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Walker & Dunlop (WD) for Q3 2024, worth a combined $3.19B — up 15% from $2.78B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new WD positions and 18 closed out — a net gain of 22 holders — while 108 added to existing stakes and 79 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $42.1M. The largest seller was Impactive Capital, exiting entirely with an estimated $142M sold.

  • 274 institutional investors held Walker & Dunlop (WD) as of Q3 2024, up from 253 in Q2 2024.
  • Funds reported $3.19B of Walker & Dunlop stock for Q3 2024, up 15% quarter-over-quarter.
  • 40 funds opened new Walker & Dunlop positions in Q3 2024 and 18 closed out, a net change of +22 holders.
  • The largest Walker & Dunlop buyer in Q3 2024 was Fidelity Investments, an estimated $42.1M added.
  • The largest Walker & Dunlop seller in Q3 2024 was Impactive Capital, an estimated $142M sold.

Based on aggregated 13F filings for Q3 2024.