We are live on ! Find out more
WD icon

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
BlackRock
1
BlackRock
New York
$570M -$15.4M -147,569 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$425M -$3.83M -36,591 -1%
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$209M +$52.5K +502 +0%
State Street
4
State Street
Massachusetts
$163M +$1.93M +18,461 +1%
Victory Capital Management
5
Victory Capital Management
Texas
$161M +$36.8M +351,957 +33%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$146M -$3.57M -34,104 -3%
AllianceBernstein
7
AllianceBernstein
Tennessee
$143M -$2.04M -19,447 -2%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$139M +$42.1M +402,313 +49%
T. Rowe Price Investment Management
9
T. Rowe Price Investment Management
Maryland
$135M -$248K -2,367 -0.2%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$82.9M -$1.23M -11,774 -2%
Norges Bank
11
Norges Bank
Norway
$58.3M +$10.9M +104,150 +25%
Bank of America
12
Bank of America
North Carolina
$58.1M -$4.06M -38,825 -7%
Morgan Stanley
13
Morgan Stanley
New York
$57.2M +$5.37M +51,273 +11%
American Century Companies
14
American Century Companies
Missouri
$55.9M +$14.8M +141,008 +40%
Charles Schwab
15
Charles Schwab
California
$51.3M +$324K +3,099 +0.7%
Northern Trust
16
Northern Trust
Illinois
$46.7M -$159K -1,522 -0.4%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$39.1M -$3.47M -33,113 -9%
Goldman Sachs
18
Goldman Sachs
New York
$30.5M +$5.23M +49,928 +23%
Brown Advisory
19
Brown Advisory
Maryland
$26.8M +$39.6K +378 +0.2%
EAM
20
Erste Asset Management
Austria
$19.8M +$491K +4,694 +3%
MDSL
21
M.D. Sass LLC
New York
$19.1M -$2.36M -22,588 -12%
Amundi
22
Amundi
France
$17.9M +$16.2M +155,124 +2,868%
Principal Financial Group
23
Principal Financial Group
Iowa
$17.2M -$1.61M -15,350 -9%
FSCM
24
First Sabrepoint Capital Management
Texas
$17M +$7.85M +75,000 +100%
KCM
25
Kathmere Capital Management
Pennsylvania
$15.7M -$759K -7,250 -5%

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.