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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
BlackRock
1
BlackRock
New York
$594M +$17.4M +211,523 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$418M +$882K +10,743 +0.3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$231M -$875K -10,657 -0.5%
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$226M +$1.04M +12,655 +0.6%
State Street
5
State Street
Massachusetts
$152M +$5.09M +62,028 +5%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$144M +$3.21M +39,035 +3%
T. Rowe Price Investment Management
7
T. Rowe Price Investment Management
Maryland
$126M +$1.73M +21,019 +2%
Morgan Stanley
8
Morgan Stanley
New York
$96M +$39.3M +478,845 +124%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$77.5M +$2.71M +32,944 +5%
Victory Capital Management
10
Victory Capital Management
Texas
$73.1M +$21.5M +261,708 +66%
Northern Trust
11
Northern Trust
Illinois
$49.5M +$2.67M +32,459 +8%
Charles Schwab
12
Charles Schwab
California
$45.7M +$1.33M +16,232 +4%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$43.1M -$205K -2,496 -0.6%
Norges Bank
14
Norges Bank
Norway
$40.1M +$3.79M +46,176 +15%
IC
15
Impactive Capital
New York
$33.6M +$24.8M +302,379 New
Bank of America
16
Bank of America
North Carolina
$33M +$1.1M +13,360 +5%
Boston Partners
17
Boston Partners
Massachusetts
$33M -$676K -8,234 -3%
Goldman Sachs
18
Goldman Sachs
New York
$31.1M -$3.86M -46,980 -14%
First Trust Advisors
19
First Trust Advisors
Illinois
$29.6M +$3.01M +36,639 +16%
SFA
20
Sequoia Financial Advisors
Ohio
$29.1M -$2.8M -34,116 -12%
Brown Advisory
21
Brown Advisory
Maryland
$26.3M +$33.5K +408 +0.2%
American Century Companies
22
American Century Companies
Missouri
$25.7M +$3.51M +42,729 +23%
MDSL
23
M.D. Sass LLC
New York
$21M -$10.7M -130,841 -41%
AllianceBernstein
24
AllianceBernstein
Tennessee
$20M +$11.7M +142,097 +369%
Principal Financial Group
25
Principal Financial Group
Iowa
$19.3M -$449K -5,465 -3%

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.