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WDR

Waddell & Reed Financial, Inc.
WDR

Delisted

WDR was delisted on the 30th of April, 2021.

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248 hedge funds and large institutions have $1.72B invested in Waddell & Reed Financial, Inc. in 2018 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 79 increasing their positions, 91 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more call options, than puts

Call options by funds: $3.44M | Put options by funds: $1.19M

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

42% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 24

20% more capital invested

Capital invested by funds: $1.43B → $1.72B (+$286M)

4% more funds holding

Funds holding: 239 → 248 (+9)

13% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 91

Holders
248
Holders Change
+9
Holders Change %
+3.77%
% of All Funds
5.67%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
34
Increased
79
Reduced
91
Closed
24
Calls
$3.44M
Puts
$1.19M
Net Calls
+$2.25M
Net Calls Change
+$1.22M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$22.3M
2
Wells Fargo
Wells Fargo
California
+$16.4M
3
WI
WBI Investments
New Jersey
+$8.94M
4
Brown Advisory
Brown Advisory
Maryland
+$6.5M
5
GLA
Great Lakes Advisors
Illinois
+$5.8M

Top Sellers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$30.6M
2
JIM
Jupiter Investment Management
United Kingdom
-$8.44M
3
AAMU
Amundi Asset Management US
Massachusetts
-$7.23M
4
TCIM
TIAA CREF Investment Management
New York
-$5.41M
5
Millennium Management
Millennium Management
New York
-$4.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
226
Edge Wealth Management
New York
$11K – – –
CAPTRUST Financial Advisors
227
CAPTRUST Financial Advisors
North Carolina
$11K +$10.4K +515 New
PCG
228
Private Capital Group
Connecticut
$9K – – –
BFEC
229
Benjamin F. Edwards & Company
Missouri
$8K – – –
IA
230
IFP Advisors
Florida
$8K – – –
GAM
231
Gemmer Asset Management
California
$7K – – –
VNA
232
Valley National Advisers
Pennsylvania
$6K -$7.86K -391 -59%
ASN
233
Advisory Services Network
Georgia
$6K – – –
DWA
234
Divergent Wealth Advisors
Utah
$5K – – –
WAM
235
Wealthspire Advisors (Maryland)
Maryland
$5K +$664 +33 +16%
AF
236
Allworth Financial
California
$4K – – –
Bessemer Group
237
Bessemer Group
New Jersey
$4K +$1.33K +66 +46%
BA
238
Ballew Advisors
Mississippi
$3K +$3K +149 New
S
239
SignatureFD
Georgia
$2K -$1.21K -60 -36%
CAW
240
Cornerstone Advisors (Washington)
Washington
$2K – – –
TWA
241
TCI Wealth Advisors
Arizona
$2K – – –
PFBT
242
Parkside Financial Bank & Trust
Missouri
$2K +$503 +25 +45%
HNB
243
Huntington National Bank
Ohio
$2K +$2.09K +104 New
CAG
244
Csenge Advisory Group
Florida
$2K +$2.75K +137 New
PCP
245
Proficio Capital Partners
Massachusetts
$1K – – –
FGAM
246
Financial Gravity Asset Management
Texas
$1K +$40 +2 +7%
TC
247
Truvestments Capital
Florida
$1K +$603 +30 New
BPM
248
Bowling Portfolio Management
Ohio
– -$1.49M -83,035 Closed
IP
249
Interval Partners
New York
– -$1.23M -68,617 Closed
SSA
250
Schonfeld Strategic Advisors
New York
– -$992K -55,200 Closed
7 8 9
10
11

WDR Hedge Fund Activity: Q3 2018 in Review

248 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Waddell & Reed Financial, Inc. (WDR) for Q3 2018, worth a combined $1.72B — up 20% from $1.43B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new WDR positions and 24 closed out — a net gain of 10 holders — while 79 added to existing stakes and 91 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $22.3M. The largest seller was Schroder Investment Management Group, cutting an estimated $30.6M.

  • 248 institutional investors held Waddell & Reed Financial, Inc. (WDR) as of Q3 2018, up from 239 in Q2 2018.
  • Funds reported $1.72B of Waddell & Reed Financial, Inc. stock for Q3 2018, up 20% quarter-over-quarter.
  • 34 funds opened new Waddell & Reed Financial, Inc. positions in Q3 2018 and 24 closed out, a net change of +10 holders.
  • The largest Waddell & Reed Financial, Inc. buyer in Q3 2018 was Citadel Advisors, an estimated $22.3M added.
  • The largest Waddell & Reed Financial, Inc. seller in Q3 2018 was Schroder Investment Management Group, an estimated $30.6M sold.

Based on aggregated 13F filings for Q3 2018.