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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
MA
151
MJP Associates
Connecticut
$386K +$26.8K +282 +8%
IAA
152
Independent Advisor Alliance
North Carolina
$381K -$15.5K -163 -4%
ECM
153
Evergreen Capital Management
Washington
$374K +$18.3K +192 +5%
GPA
154
Guerra Pan Advisors
New Jersey
$374K +$95 +1 +0%
ET
155
Entropy Technologies
New York
$373K -$184K -1,929 -34%
WIA
156
World Investment Advisors
California
$362K +$351K +3,686 New
PNC Financial Services Group
157
PNC Financial Services Group
Pennsylvania
$361K +$148K +1,552 +73%
Nisa Investment Advisors
158
Nisa Investment Advisors
Missouri
$349K -$95 -1 -0%
AG
159
Algert Global
California
$332K +$322K +3,384 New
AA
160
AlphaMark Advisors
Kentucky
$325K +$53.9K +566 +21%
AQR Capital Management
161
AQR Capital Management
Connecticut
$316K +$19.6K +206 +7%
AIP
162
Ameritas Investment Partners
Nebraska
$312K -$11.4K -120 -4%
PP
163
PDT Partners
New York
$307K -$232K -2,440 -44%
AWS
164
Atria Wealth Solutions
New York
$291K -$6.38K -67 -2%
AI
165
Atria Investments
North Carolina
$290K +$281K +2,951 New
PA
166
Profund Advisors
Maryland
$285K -$7.71K -81 -3%
VAS
167
Vestmark Advisory Solutions
Massachusetts
$276K +$267K +2,808 New
ACM
168
Aquatic Capital Management
Illinois
$275K -$114K -1,200 -30%
OSAM
169
O'Shaughnessy Asset Management
Connecticut
$273K +$264K +2,778 New
LPL Financial
170
LPL Financial
California
$259K -$24.6K -259 -9%
GFA
171
Gallagher Fiduciary Advisors
Illinois
$254K +$247K +2,591 New
Neuberger Berman Group
172
Neuberger Berman Group
New York
$253K +$11.9K +125 +5%
CGH
173
Crossmark Global Holdings
Texas
$236K -$11.2K -118 -5%
CIBC Asset Management
174
CIBC Asset Management
Ontario, Canada
$226K -$3.9K -41 -2%
QCG
175
Quadrant Capital Group
Ohio
$225K +$26.4K +277 +14%

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.