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Walker & Dunlop

270 hedge funds and large institutions have $2.75B invested in Walker & Dunlop in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 97 increasing their positions, 94 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

324% more call options, than puts

Call options by funds: $3.01M | Put options by funds: $710K

3% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 94

0.44% more ownership

Funds ownership: 83.29%83.73% (+0.44%)

0% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 34

1% less funds holding

Funds holding: 274270 (-4)

14% less capital invested

Capital invested by funds: $3.19B → $2.75B (-$443M)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
270
Holders Change
-4
Holders Change %
-1.46%
% of All Funds
3.56%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
34
Increased
97
Reduced
94
Closed
34
Calls
$3.01M
Puts
$710K
Net Calls
+$2.3M
Net Calls Change
+$2.71M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$498M +$11.4M +105,510 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$367M +$3M +27,670 +0.7%
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$179M +$928K +8,571 +0.5%
State Street
4
State Street
Massachusetts
$150M +$11.7M +107,815 +8%
Victory Capital Management
5
Victory Capital Management
Texas
$138M +$274K +2,529 +0.2%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$128M +$9.82M +90,725 +7%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$124M -$1.23M -11,324 -0.9%
T. Rowe Price Investment Management
8
T. Rowe Price Investment Management
Maryland
$116M +$940K +8,683 +0.7%
AllianceBernstein
9
AllianceBernstein
Tennessee
$109M -$15.6M -144,282 -11%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$70.6M -$359K -3,321 -0.5%
Morgan Stanley
11
Morgan Stanley
New York
$47.5M -$1.61M -14,872 -3%
Bank of America
12
Bank of America
North Carolina
$46M -$4.19M -38,740 -8%
Charles Schwab
13
Charles Schwab
California
$44.7M +$965K +8,915 +2%
American Century Companies
14
American Century Companies
Missouri
$44.5M -$3.67M -33,936 -7%
Northern Trust
15
Northern Trust
Illinois
$42.5M +$2.86M +26,461 +6%
Norges Bank
16
Norges Bank
Norway
$40.2M -$10.8M -99,864 -19%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$33.9M +$449K +4,152 +1%
MDSL
18
M.D. Sass LLC
New York
$25.7M +$10.5M +96,563 +57%
Brown Advisory
19
Brown Advisory
Maryland
$22.9M +$10.7K +99 +0%
Goldman Sachs
20
Goldman Sachs
New York
$22.2M -$4.27M -39,417 -15%
Loomis, Sayles & Company
21
Loomis, Sayles & Company
Massachusetts
$17.4M +$19.4M +178,830 New
EAM
22
Erste Asset Management
Austria
$17.1M +$440K +4,066 +2%
Amundi
23
Amundi
France
$15.8M +$1.11M +10,299 +6%
Principal Financial Group
24
Principal Financial Group
Iowa
$15.2M +$496K +4,580 +3%
JP Morgan Chase
25
JP Morgan Chase
New York
$14.9M +$8.76M +80,890 +111%

WD Hedge Fund Activity: Q4 2024 in Review

270 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Walker & Dunlop (WD) for Q4 2024, worth a combined $2.75B — down 14% from $3.19B a quarter earlier.

Fund positioning in WD was balanced in Q4 2024: 34 funds opened new positions, 34 closed out, 97 added to existing stakes and 94 trimmed.

The largest buyer was Loomis, Sayles & Company, opening a new position worth an estimated $19.4M. The largest seller was AllianceBernstein, cutting an estimated $15.6M.

  • 270 institutional investors held Walker & Dunlop (WD) as of Q4 2024, down from 274 in Q3 2024.
  • Funds reported $2.75B of Walker & Dunlop stock for Q4 2024, down 14% quarter-over-quarter.
  • 34 funds opened new Walker & Dunlop positions in Q4 2024 and 34 closed out, a net change of 0 holders.
  • The largest Walker & Dunlop buyer in Q4 2024 was Loomis, Sayles & Company, an estimated $19.4M added.
  • The largest Walker & Dunlop seller in Q4 2024 was AllianceBernstein, an estimated $15.6M sold.

Based on aggregated 13F filings for Q4 2024.