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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
GPA
151
Guerra Pan Advisors
New Jersey
$428K
KBC Group
152
KBC Group
Belgium
$425K
MA
153
MJP Associates
Connecticut
$410K -$169K -2,060 -36%
EAM
154
Eukles Asset Management
Ohio
$407K
Pictet Asset Management
155
Pictet Asset Management
Switzerland
$397K
IAA
156
Independent Advisor Alliance
North Carolina
$396K -$14.4K -175 -5%
II
157
Inspire Investing
Idaho
$383K -$54.9K -668 -16%
ECM
158
Evergreen Capital Management
Washington
$380K -$16.5K -201 -6%
Nisa Investment Advisors
159
Nisa Investment Advisors
Missouri
$373K +$739 +9 +0.3%
AIP
160
Ameritas Investment Partners
Nebraska
$366K +$10.8K +132 +4%
XT
161
XTX Topco
Cayman Islands
$361K -$52.3K -637 -16%
BCM
162
Bayesian Capital Management
New York
$352K -$148K -1,800 -36%
PA
163
Profund Advisors
Maryland
$337K +$249K +3,034 New
AQR Capital Management
164
AQR Capital Management
Connecticut
$318K -$11K -134 -4%
KeyBank National Association
165
KeyBank National Association
Ohio
$315K +$233K +2,840 New
VF
166
Virtu Financial
New York
$307K +$227K +2,764 New
LPL Financial
167
LPL Financial
California
$295K +$218K +2,655 New
BCI
168
Brinker Capital Investments
Pennsylvania
$284K +$233K +2,833 New
OPS
169
Orion Portfolio Solutions
Nebraska
$284K +$233K +2,833 New
CGH
170
Crossmark Global Holdings
Texas
$274K +$203K +2,468 New
CIBC Asset Management
171
CIBC Asset Management
Ontario, Canada
$263K -$83.1K -1,012 -30%
ATPW
172
Ashton Thomas Private Wealth
Arizona
$261K +$193K +2,353 New
SW
173
SlateStone Wealth
Florida
$259K -$332K -4,048 -63%
CAPTRUST Financial Advisors
174
CAPTRUST Financial Advisors
North Carolina
$257K +$190K +2,317 New
VF
175
Vest Financial
Virginia
$253K +$187K +2,276 New

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.