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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
Neuberger Berman Group
176
Neuberger Berman Group
New York
$248K +$43.7K +455 +23%
Pathstone Holdings
177
Pathstone Holdings
New Jersey
$244K +$16.2K +169 +8%
Cerity Partners
178
Cerity Partners
New York
$242K +$230K +2,397 New
ATPW
179
Ashton Thomas Private Wealth
Arizona
$238K
CIBC Asset Management
180
CIBC Asset Management
Ontario, Canada
$237K -$2.11K -22 -0.9%
BCI
181
Brinker Capital Investments
Pennsylvania
$237K -$47.2K -492 -17%
OPS
182
Orion Portfolio Solutions
Nebraska
$237K -$47.2K -492 -17%
XT
183
XTX Topco
Cayman Islands
$216K -$108K -1,122 -34%
PNC Financial Services Group
184
PNC Financial Services Group
Pennsylvania
$215K -$7.68K -80 -4%
JFG
185
Jefferies Financial Group
New York
$213K -$591K -6,158 -74%
VPIM
186
Vanguard Personalized Indexing Management
California
$208K +$198K +2,062 New
Truist Financial
187
Truist Financial
North Carolina
$208K +$1.25K +13 +0.6%
VWM
188
Venturi Wealth Management
Texas
$205K +$19.2K +200 +11%
Baird Financial Group
189
Baird Financial Group
Wisconsin
$204K -$4.06M -42,231 -95%
QCG
190
Quadrant Capital Group
Ohio
$204K +$6.05K +63 +3%
SMA
191
Sage Mountain Advisors
Georgia
$202K
HIMC
192
Heritage Investors Management Corp
Maryland
$202K
WS
193
Wedbush Securities
California
$202K +$192K +1,996 New
CIBC Private Wealth Group
194
CIBC Private Wealth Group
Georgia
$197K
Walleye Trading
195
Walleye Trading
New York
$172K +$164K +1,704 New
MLICM
196
Metropolitan Life Insurance Company (MetLife)
New York
$168K -$16.4K -171 -9%
CA
197
Crewe Advisors
Utah
$141K +$134K +1,400 New
S
198
SignatureFD
Georgia
$126K -$1.06K -11 -0.9%
EAM
199
Eukles Asset Management
Ohio
$126K -$232K -2,417 -66%
FMP
200
Financial Management Professionals
Texas
$93K

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.