We are live on ! Find out more
WD icon

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
Cerity Partners
176
Cerity Partners
New York
$217K -$18.3K -192 -8%
SMA
177
Sage Mountain Advisors
Georgia
$215K +$18.1K +190 +10%
Verition Fund Management
178
Verition Fund Management
Connecticut
$214K +$207K +2,175 New
Truist Financial
179
Truist Financial
North Carolina
$202K
VWM
180
Venturi Wealth Management
Texas
$199K
CIBC Private Wealth Group
181
CIBC Private Wealth Group
Georgia
$190K
CA
182
Crewe Advisors
Utah
$137K
S
183
SignatureFD
Georgia
$125K +$2.47K +26 +2%
EAM
184
Eukles Asset Management
Ohio
$110K -$11.8K -124 -10%
SO
185
STRS Ohio
Ohio
$108K +$47.6K +500 +83%
LI
186
LRI Investments
Florida
$98.1K +$95.1K +999 New
ADL
187
Asset Dedication LLC
California
$94.4K +$91.4K +961 New
KBC Group
188
KBC Group
Belgium
$92K -$238K -2,505 -73%
Carson Wealth (CWM LLC)
189
Carson Wealth (CWM LLC)
Nebraska
$91K +$3.33K +35 +4%
FMP
190
Financial Management Professionals
Texas
$90K
Osaic Holdings
191
Osaic Holdings
Arizona
$72.6K -$10.6K -111 -13%
AWM
192
Avior Wealth Management
Nebraska
$60.2K +$57.7K +606 +8,657%
Ohio Public Employees Retirement System (OPERS)
193
Ohio Public Employees Retirement System (OPERS)
Ohio
$58.7K +$666 +7 +1%
BFEC
194
Benjamin F. Edwards & Company
Missouri
$56K +$16.8K +177 +44%
PFBT
195
Parkside Financial Bank & Trust
Missouri
$44.1K +$952 +10 +2%
GI
196
GAMMA Investing
California
$39K +$9.52K +100 +34%
SPIA
197
Steward Partners Investment Advisory
New York
$30.4K +$1.52K +16 +5%
CTA
198
Colonial Trust Advisors
South Carolina
$29.7K +$95 +1 +0.3%
HNB
199
Huntington National Bank
Ohio
$27.4K +$952 +10 +4%
National Bank of Canada
200
National Bank of Canada
Quebec, Canada
$25.8K +$17.6K +185 +206%

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.