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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
Nomura Asset Management
201
Nomura Asset Management
Japan
$25.5K
EWA
202
EverSource Wealth Advisors
Alabama
$23K +$2.28K +24 +13%
RBC
203
Roble Belko & Company
Pennsylvania
$20K
SAM
204
Smartleaf Asset Management
Massachusetts
$19.9K +$12K +126 +156%
VCM
205
Versant Capital Management
Arizona
$19.7K
PA
206
Parallel Advisors
California
$19.7K -$381 -4 -2%
CFM
207
Catalyst Funds Management
Australia
$19.6K -$19K -200 -50%
SC
208
SouthState Corp
Florida
$19.6K
RA
209
Rise Advisors
New York
$17.8K +$95 +1 +0.6%
Fifth Third Bancorp
210
Fifth Third Bancorp
Ohio
$15.4K +$3.62K +38 +32%
Walleye Trading
211
Walleye Trading
New York
$13.8K -$149K -1,563 -92%
MSG
212
Main Street Group
Virginia
$13.3K
IAIM
213
International Assets Investment Management
Florida
$11.8K +$11.4K +120 New
AF
214
Allworth Financial
California
$11.3K
TFA
215
Toth Financial Advisory
Virginia
$9.82K
MG
216
Mather Group
Illinois
$9.67K +$9.13K +96 New
CA
217
Continuum Advisory
Idaho
$9.03K
C
218
Covestor
United Kingdom
$8K -$8.94K -94 -55%
OC
219
Oakworth Capital
Alabama
$7.66K
LC
220
Lindbrook Capital
California
$7.46K +$476 +5 +7%
CFGS
221
Concourse Financial Group Securities
Alabama
$7.37K
GIA
222
GHP Investment Advisors
Colorado
$7.37K
FFA
223
Farther Finance Advisors
California
$7.04K +$285 +3 +4%
AAP
224
Arax Advisory Partners
Colorado
$5.6K +$5.42K +57 New
GRP
225
Global Retirement Partners
California
$5.3K +$4.85K +51 +1,700%

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.