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Walker & Dunlop
WD

Overview Fund Activity

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.

Holders
253
Holders Change
+36
Holders Change %
+16.59%
% of All Funds
3.71%
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

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$96M
2
IC
2
Impactive Capital
New York
$33.6M
3
Victory Capital Management
3
Victory Capital Management
Texas
$73.1M
4
BlackRock
4
BlackRock
New York
$594M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$20M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$3.27M
2
Millennium Management
2
Millennium Management
New York
$0
3
CC
3
Conversant Capital
New Jersey
$0
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$0
5
MDSL
5
M.D. Sass LLC
New York
$21M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$594M 5,348,919 +211,523 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$418M 3,761,433 +10,743 +0.3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$231M 2,081,462 -10,657 -0.5%
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$226M 2,032,290 +12,655 +0.6%
State Street
5
State Street
Massachusetts
$152M 1,372,238 +62,028 +5%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$144M 1,293,014 +39,035 +3%
T. Rowe Price Investment Management
7
T. Rowe Price Investment Management
Maryland
$126M 1,131,316 +21,019 +2%
Morgan Stanley
8
Morgan Stanley
New York
$96M 864,912 +478,845 +124%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$77.5M 697,672 +32,944 +5%
Victory Capital Management
10
Victory Capital Management
Texas
$73.1M 658,857 +261,708 +66%
Northern Trust
11
Northern Trust
Illinois
$49.5M 445,933 +32,459 +8%
Charles Schwab
12
Charles Schwab
California
$45.7M 411,927 +16,232 +4%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$43.1M 388,453 -2,496 -0.6%
Norges Bank
14
Norges Bank
Norway
$40.1M 360,859 +46,176 +15%
IC
15
Impactive Capital
New York
$33.6M 302,379 +302,379 New
Bank of America
16
Bank of America
North Carolina
$33M 297,404 +13,360 +5%
Boston Partners
17
Boston Partners
Massachusetts
$33M 305,260 -8,234 -3%
Goldman Sachs
18
Goldman Sachs
New York
$31.1M 279,896 -46,980 -14%
First Trust Advisors
19
First Trust Advisors
Illinois
$29.6M 266,537 +36,639 +16%
SFA
20
Sequoia Financial Advisors
Ohio
$29.1M 261,899 -34,116 -12%
Brown Advisory
21
Brown Advisory
Maryland
$26.3M 236,579 +408 +0.2%
American Century Companies
22
American Century Companies
Missouri
$25.7M 231,695 +42,729 +23%
MDSL
23
M.D. Sass LLC
New York
$21M 188,737 -130,841 -41%
AllianceBernstein
24
AllianceBernstein
Tennessee
$20M 180,574 +142,097 +369%
Principal Financial Group
25
Principal Financial Group
Iowa
$19.3M 174,141 -5,465 -3%
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