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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
SWM
201
Spire Wealth Management
Virginia
$45.2K +$2.38K +29 +7%
SC
202
SouthState Corp
Florida
$44.4K
CTA
203
Colonial Trust Advisors
South Carolina
$33.4K +$82 +1 +0.3%
HNB
204
Huntington National Bank
Ohio
$30.1K -$328 -4 -1%
Nomura Asset Management
205
Nomura Asset Management
Japan
$28.9K
PS
206
Planned Solutions
California
$26.6K +$19.7K +240 New
EWA
207
EverSource Wealth Advisors
Alabama
$25.1K -$4.11K -50 -18%
GI
208
GAMMA Investing
California
$25K +$21.3K +259 New
PA
209
Parallel Advisors
California
$22.7K -$9.11K -111 -35%
VCM
210
Versant Capital Management
Arizona
$22.3K -$15.6K -190 -49%
RBC
211
Roble Belko & Company
Pennsylvania
$22K
C
212
Covestor
United Kingdom
$21K +$8.79K +107 +134%
BFEC
213
Benjamin F. Edwards & Company
Missouri
$17K +$12.4K +151 New
MSG
214
Main Street Group
Virginia
$15.7K +$11.6K +141 New
RDFA
215
Ritter Daniher Financial Advisory
Ohio
$14.4K
Fifth Third Bancorp
216
Fifth Third Bancorp
Ohio
$13.2K -$2.79K -34 -22%
AF
217
Allworth Financial
California
$11.7K -$20.9K -255 -71%
TFA
218
Toth Financial Advisory
Virginia
$11.1K
TC
219
Truvestments Capital
Florida
$9.88K
National Bank of Canada
220
National Bank of Canada
Quebec, Canada
$9.75K +$5.34K +65 +260%
QL
221
Quarry LP
New York
$9.1K +$6.73K +82 New
OC
222
Oakworth Capital
Alabama
$8.66K +$6.41K +78 New
UB
223
UMB Bank
Missouri
$8.55K
GIA
224
GHP Investment Advisors
Colorado
$8.33K
CFGS
225
Concourse Financial Group Securities
Alabama
$8.32K

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.