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Walker & Dunlop

263 hedge funds and large institutions have $2.83B invested in Walker & Dunlop in 2024 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 84 increasing their positions, 90 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 29

29% more call options, than puts

Call options by funds: $8.8M | Put options by funds: $6.82M

4% more funds holding

Funds holding: 253263 (+10)

0.39% more ownership

Funds ownership: 83.21%83.6% (+0.39%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

7% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 90

8% less capital invested

Capital invested by funds: $3.08B → $2.83B (-$255M)

Holders
263
Holders Change
+10
Holders Change %
+3.95%
% of All Funds
3.79%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
42
Increased
84
Reduced
90
Closed
29
Calls
$8.8M
Puts
$6.82M
Net Calls
+$1.98M
Net Calls Change
+$2.75M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$530M -$9.61M -100,102 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$379M -$1.38M -14,376 -0.4%
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$202M -$3.28M -34,145 -2%
State Street
4
State Street
Massachusetts
$143M +$4.03M +41,924 +3%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$131M +$546K +5,681 +0.4%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$127M -$79.5M -828,173 -40%
T. Rowe Price Investment Management
7
T. Rowe Price Investment Management
Maryland
$120M +$4.95M +51,570 +5%
IC
8
Impactive Capital
New York
$105M +$70.3M +731,714 +242%
Victory Capital Management
9
Victory Capital Management
Texas
$94.4M +$26.4M +275,376 +42%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$72.5M +$1.89M +19,632 +3%
AllianceBernstein
11
AllianceBernstein
Tennessee
$54.2M +$34.2M +356,029 +197%
Bank of America
12
Bank of America
North Carolina
$51M +$19.9M +207,626 +70%
Charles Schwab
13
Charles Schwab
California
$43.3M +$1.6M +16,683 +4%
Northern Trust
14
Northern Trust
Illinois
$43.1M -$1.87M -19,489 -4%
Morgan Stanley
15
Morgan Stanley
New York
$42.4M -$42.7M -444,890 -51%
Norges Bank
16
Norges Bank
Norway
$38.2M +$1.63M +16,970 +5%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$37.9M -$1.33M -13,851 -4%
American Century Companies
18
American Century Companies
Missouri
$32.2M +$8.37M +87,135 +38%
Goldman Sachs
19
Goldman Sachs
New York
$26.5M -$1.7M -17,658 -6%
SFA
20
Sequoia Financial Advisors
Ohio
$26.5M -$4.51K -47 -0%
Brown Advisory
21
Brown Advisory
Maryland
$23.9M +$2.31K +24 +0%
Boston Partners
22
Boston Partners
Massachusetts
$23.4M -$6.48M -67,426 -22%
Principal Financial Group
23
Principal Financial Group
Iowa
$17.5M -$64.3K -670 -0.4%
Amundi
24
Amundi
France
$15.2M +$51.2K +533 +0.3%
KCM
25
Kathmere Capital Management
Pennsylvania
$14.7M -$1.54M -16,008 -10%

WD Hedge Fund Activity: Q1 2024 in Review

263 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Walker & Dunlop (WD) for Q1 2024, worth a combined $2.83B — down 8.3% from $3.08B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new WD positions and 29 closed out — a net gain of 13 holders — while 84 added to existing stakes and 90 trimmed.

The largest buyer was Impactive Capital, adding an estimated $70.3M. The largest seller was Fidelity Investments, cutting an estimated $79.5M.

  • 263 institutional investors held Walker & Dunlop (WD) as of Q1 2024, up from 253 in Q4 2023.
  • Funds reported $2.83B of Walker & Dunlop stock for Q1 2024, down 8.3% quarter-over-quarter.
  • 42 funds opened new Walker & Dunlop positions in Q1 2024 and 29 closed out, a net change of +13 holders.
  • The largest Walker & Dunlop buyer in Q1 2024 was Impactive Capital, an estimated $70.3M added.
  • The largest Walker & Dunlop seller in Q1 2024 was Fidelity Investments, an estimated $79.5M sold.

Based on aggregated 13F filings for Q1 2024.