Waddell & Reed Financial, Inc.
WDR
WDR was delisted on the 30th of April, 2021.
217 hedge funds and large institutions have $1.66B invested in Waddell & Reed Financial, Inc. in 2017 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 78 increasing their positions, 73 reducing their positions, and 22 closing their positions.
63% more call options, than puts
Call options by funds: $4.88M | Put options by funds: $2.99M
7% more capital invested
Capital invested by funds: $1.55B → $1.66B (+$111M)
7% more repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 73
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 22
0% less funds holding
Funds holding: 218 → 217 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
+$10.5M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$8.83M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$4.79M |
| 4 |
IP
Interval Partners
New York
|
+$4.08M |
| 5 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$4.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$21.5M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$10.7M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$6.74M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
-$4.48M |
| 5 |
HHC
Hutchin Hill Capital
New York
|
-$4.11M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BC
226
Brinker Capital
Berwyn,
Pennsylvania
| – | -$286K | -15,165 | Closed |
|
|
HCM
227
Heathbridge Capital Management
Toronto,
Ontario, Canada
| – | -$281K | -14,900 | Closed |
|
|
PWS
228
Peloton Wealth Strategists
Indianapolis,
Indiana
| – | -$279K | -14,800 | Closed |
|
|
CSS
229
Cubist Systematic Strategies
Stamford,
Connecticut
| – | -$265K | -14,045 | Closed |
|
230
CIBC World Market
Toronto,
Ontario, Canada
| – | -$205K | -10,846 | Closed |
|
|
CG
231
Clinton Group
New York
| – | -$204K | -10,823 | Closed |
|
|
PSUF
232
People's United Financial
Bridgeport,
Connecticut
| – | -$179K | -9,500 | Closed |
|
|
CMBA
233
C.M. Bidwell & Associates
Honolulu,
Hawaii
| – | -$173K | -9,180 | Closed |
|
234
Creative Planning
Overland Park,
Kansas
| – | -$62K | -3,268 | Closed |
|
235
Group One Trading
Chicago,
Illinois
| – | -$26.9K | -1,399 | Closed |
|
|
PHK
236
Point72 Hong Kong
Hong Kong
| – | -$9K | -491 | Closed |
|
|
GT
237
Glenmede Trust
Philadelphia,
Pennsylvania
| – | -$327 | -17 | -68% |
|
WDR Hedge Fund Activity: Q3 2017 in Review
217 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Waddell & Reed Financial, Inc. (WDR) for Q3 2017, worth a combined $1.66B — up 7.2% from $1.55B a quarter earlier.
Fund positioning in WDR was balanced in Q3 2017: 22 funds opened new positions, 22 closed out, 78 added to existing stakes and 73 trimmed.
The largest buyer was Principal Financial Group, adding an estimated $10.5M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $21.5M.
- 217 institutional investors held Waddell & Reed Financial, Inc. (WDR) as of Q3 2017, down from 218 in Q2 2017.
- Funds reported $1.66B of Waddell & Reed Financial, Inc. stock for Q3 2017, up 7.2% quarter-over-quarter.
- 22 funds opened new Waddell & Reed Financial, Inc. positions in Q3 2017 and 22 closed out, a net change of 0 holders.
- The largest Waddell & Reed Financial, Inc. buyer in Q3 2017 was Principal Financial Group, an estimated $10.5M added.
- The largest Waddell & Reed Financial, Inc. seller in Q3 2017 was Fuller & Thaler Asset Management, an estimated $21.5M sold.
Based on aggregated 13F filings for Q3 2017.