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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
Bank of Montreal
151
Bank of Montreal
Ontario, Canada
$434K +$24K +250 +6%
DADC
152
D.A. Davidson & Co
Montana
$419K
IAA
153
Independent Advisor Alliance
North Carolina
$409K +$45.8K +477 +13%
ACM
154
Aquatic Capital Management
Illinois
$404K +$384K +4,000 New
GPA
155
Guerra Pan Advisors
New Jersey
$384K -$5.19K -54 -1%
SG Americas Securities
156
SG Americas Securities
New York
$380K +$361K +3,762 New
KeyBank National Association
157
KeyBank National Association
Ohio
$371K +$80.2K +835 +29%
MA
158
MJP Associates
Connecticut
$369K -$4.32K -45 -1%
ECM
159
Evergreen Capital Management
Washington
$365K +$18.6K +194 +6%
Nisa Investment Advisors
160
Nisa Investment Advisors
Missouri
$359K +$18.2K +190 +6%
BAM
161
Bayview Asset Management
Florida
$354K +$336K +3,500 New
KBC Group
162
KBC Group
Belgium
$348K -$37.3K -388 -10%
FNBOO
163
First National Bank of Omaha
Nebraska
$339K +$382K +3,976 New
Royal Bank of Canada
164
Royal Bank of Canada
Ontario, Canada
$339K -$946K -9,852 -75%
TCM
165
Teza Capital Management
Illinois
$335K -$74.4K -775 -19%
AIP
166
Ameritas Investment Partners
Nebraska
$333K
AWS
167
Atria Wealth Solutions
New York
$306K -$153K -1,597 -35%
AQR Capital Management
168
AQR Capital Management
Connecticut
$305K +$15K +156 +5%
PA
169
Profund Advisors
Maryland
$301K -$4.99K -52 -2%
QC
170
Quadrature Capital
United Kingdom
$298K +$283K +2,947 New
LPL Financial
171
LPL Financial
California
$293K +$23.2K +242 +9%
AA
172
AlphaMark Advisors
Kentucky
$277K +$263K +2,742 New
I
173
InceptionR
California
$255K +$242K +2,525 New
CGH
174
Crossmark Global Holdings
Texas
$255K +$5.19K +54 +2%
Mariner
175
Mariner
Kansas
$253K +$44.8K +466 +23%

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.