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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
BlackRock
1
BlackRock
New York
$507M -$7.85M -82,461 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$371M +$3.23M +33,974 +0.9%
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$180M -$15.4M -162,118 -8%
IC
4
Impactive Capital
New York
$142M +$39.6M +416,255 +40%
State Street
5
State Street
Massachusetts
$139M +$166K +1,747 +0.1%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$130M +$1.97M +20,739 +2%
AllianceBernstein
7
AllianceBernstein
Tennessee
$126M +$70.7M +743,497 +139%
T. Rowe Price Investment Management
8
T. Rowe Price Investment Management
Maryland
$117M +$796K +8,369 +0.7%
Victory Capital Management
9
Victory Capital Management
Texas
$104M +$12.3M +129,289 +14%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$81.1M -$40.7M -427,728 -34%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$72.8M +$2.28M +23,992 +3%
Bank of America
12
Bank of America
North Carolina
$54.1M +$4.32M +45,398 +9%
Morgan Stanley
13
Morgan Stanley
New York
$44.4M +$3.04M +31,953 +8%
Charles Schwab
14
Charles Schwab
California
$44M +$1.86M +19,498 +5%
Northern Trust
15
Northern Trust
Illinois
$40.5M -$1.31M -13,718 -3%
Norges Bank
16
Norges Bank
Norway
$40.2M +$3.02M +31,687 +8%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$37.1M +$268K +2,815 +0.8%
American Century Companies
18
American Century Companies
Missouri
$34.5M +$3.06M +32,192 +10%
Brown Advisory
19
Brown Advisory
Maryland
$23.1M -$106K -1,115 -0.5%
Goldman Sachs
20
Goldman Sachs
New York
$21.4M -$4.19M -44,067 -17%
Boston Partners
21
Boston Partners
Massachusetts
$21.3M -$266K -2,800 -1%
MDSL
22
M.D. Sass LLC
New York
$18.7M +$4.5M +47,345 +33%
SFA
23
Sequoia Financial Advisors
Ohio
$16.9M -$8.57M -90,085 -34%
EAM
24
Erste Asset Management
Austria
$16.7M +$3.33M +35,000 +26%
Principal Financial Group
25
Principal Financial Group
Iowa
$16.4M -$612K -6,437 -4%

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.