We are live on ! Find out more
WD icon

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
Pathstone Holdings
176
Pathstone Holdings
New Jersey
$249K +$185K +2,247 New
PNC Financial Services Group
177
PNC Financial Services Group
Pennsylvania
$245K +$18.6K +227 +11%
SI
178
Seeds Investor
New York
$244K +$181K +2,202 New
AWM
179
AE Wealth Management
Kansas
$243K +$199K +2,426 New
PAS
180
Park Avenue Securities
New York
$229K +$169K +2,064 New
Truist Financial
181
Truist Financial
North Carolina
$227K +$168K +2,043 New
Mariner
182
Mariner
Kansas
$226K +$168K +2,040 New
CIBC Private Wealth Group
183
CIBC Private Wealth Group
Georgia
$222K +$164K +2,000 New
SMA
184
Sage Mountain Advisors
Georgia
$222K +$164K +2,000 New
HIMC
185
Heritage Investors Management Corp
Maryland
$222K +$164K +2,000 New
Neuberger Berman Group
186
Neuberger Berman Group
New York
$222K +$164K +1,997 New
QCG
187
Quadrant Capital Group
Ohio
$217K +$1.23K +15 +0.8%
X
188
Xponance
Pennsylvania
$214K +$158K +1,929 New
AWA
189
Arkadios Wealth Advisors
Georgia
$205K +$151K +1,845 New
MLICM
190
Metropolitan Life Insurance Company (MetLife)
New York
$203K
VWM
191
Venturi Wealth Management
Texas
$203K
SO
192
STRS Ohio
Ohio
$166K +$65.7K +800 +114%
Osaic Holdings
193
Osaic Holdings
Arizona
$150K -$7.06K -86 -6%
S
194
SignatureFD
Georgia
$140K -$17.7K -215 -15%
LF
195
Lee Financial
Texas
$131K
FMP
196
Financial Management Professionals
Texas
$102K -$2.63K -32 -3%
Carson Wealth (CWM LLC)
197
Carson Wealth (CWM LLC)
Nebraska
$98K -$5.34K -65 -7%
Ohio Public Employees Retirement System (OPERS)
198
Ohio Public Employees Retirement System (OPERS)
Ohio
$64.1K +$739 +9 +2%
PFBT
199
Parkside Financial Bank & Trust
Missouri
$58.1K -$3.45K -42 -7%
First Manhattan
200
First Manhattan
New York
$55.9K

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.