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Walker & Dunlop

274 hedge funds and large institutions have $3.19B invested in Walker & Dunlop in 2024 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 108 increasing their positions, 79 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 18

37% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 79

15% more capital invested

Capital invested by funds: $2.78B → $3.19B (+$409M)

8% more funds holding

Funds holding: 253274 (+21)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.74% less ownership

Funds ownership: 84.04%83.29% (-0.74%)

4% less call options, than puts

Call options by funds: $8.63M | Put options by funds: $9.04M

Holders
274
Holders Change
+21
Holders Change %
+8.3%
% of All Funds
3.93%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
40
Increased
108
Reduced
79
Closed
18
Calls
$8.63M
Puts
$9.04M
Net Calls
-$404K
Net Calls Change
+$1.44M
Name Holding Trade Value Shares
Change
Change in
Stake
VWM
201
Venturi Wealth Management
Texas
$230K
CIBC Private Wealth Group
202
CIBC Private Wealth Group
Georgia
$227K
HIMC
203
Heritage Investors Management Corp
Maryland
$227K +$209K +2,000 New
SO
204
STRS Ohio
Ohio
$170K +$41.9K +400 +36%
S
205
SignatureFD
Georgia
$160K +$13.7K +131 +10%
CA
206
Crewe Advisors
Utah
$159K
KBC Group
207
KBC Group
Belgium
$137K +$27.8K +266 +28%
CFM
208
Catalyst Funds Management
Australia
$136K +$105K +1,000 +500%
Osaic Holdings
209
Osaic Holdings
Arizona
$115K +$28.9K +276 +37%
ADL
210
Asset Dedication LLC
California
$109K
Carson Wealth (CWM LLC)
211
Carson Wealth (CWM LLC)
Nebraska
$109K +$3.04K +29 +3%
FMP
212
Financial Management Professionals
Texas
$104K
EAM
213
Eukles Asset Management
Ohio
$102K -$23.8K -227 -20%
GI
214
GAMMA Investing
California
$74.3K +$26.9K +257 +65%
Ohio Public Employees Retirement System (OPERS)
215
Ohio Public Employees Retirement System (OPERS)
Ohio
$67.5K -$419 -4 -0.7%
AWM
216
Avior Wealth Management
Nebraska
$64K -$5.23K -50 -8%
Acadian Asset Management
217
Acadian Asset Management
Massachusetts
$58K +$53.7K +513 New
National Bank of Canada
218
National Bank of Canada
Quebec, Canada
$44.4K +$12.1K +116 +42%
SPIA
219
Steward Partners Investment Advisory
New York
$36.5K +$1.15K +11 +4%
Mitsubishi UFJ Asset Management
220
Mitsubishi UFJ Asset Management
Japan
$36K +$28.8K +275 +655%
Baird Financial Group
221
Baird Financial Group
Wisconsin
$35.9K +$33.1K +316 New
DB
222
Danske Bank
Denmark
$34.1K +$31.4K +300 New
BTI
223
Blue Trust Inc
Georgia
$32.9K +$32.5K +311 +1,296%
HNB
224
Huntington National Bank
Ohio
$31.2K -$419 -4 -1%
Nomura Asset Management
225
Nomura Asset Management
Japan
$29.5K

WD Hedge Fund Activity: Q3 2024 in Review

274 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Walker & Dunlop (WD) for Q3 2024, worth a combined $3.19B — up 15% from $2.78B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new WD positions and 18 closed out — a net gain of 22 holders — while 108 added to existing stakes and 79 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $42.1M. The largest seller was Impactive Capital, exiting entirely with an estimated $142M sold.

  • 274 institutional investors held Walker & Dunlop (WD) as of Q3 2024, up from 253 in Q2 2024.
  • Funds reported $3.19B of Walker & Dunlop stock for Q3 2024, up 15% quarter-over-quarter.
  • 40 funds opened new Walker & Dunlop positions in Q3 2024 and 18 closed out, a net change of +22 holders.
  • The largest Walker & Dunlop buyer in Q3 2024 was Fidelity Investments, an estimated $42.1M added.
  • The largest Walker & Dunlop seller in Q3 2024 was Impactive Capital, an estimated $142M sold.

Based on aggregated 13F filings for Q3 2024.