We are live on ! Find out more
WDR

Waddell & Reed Financial, Inc.
WDR

Delisted

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

Back to rankings

234 hedge funds and large institutions have $1.31B invested in Waddell & Reed Financial, Inc. in 2019 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 60 increasing their positions, 98 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 23

1% more funds holding

Funds holding: 231 → 234 (+3)

1% more capital invested

Capital invested by funds: $1.29B → $1.31B (+$17.8M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

39% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 98

75% less call options, than puts

Call options by funds: $5.72M | Put options by funds: $22.4M

Holders
234
Holders Change
+3
Holders Change %
+1.3%
% of All Funds
5.13%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
29
Increased
60
Reduced
98
Closed
23
Calls
$5.72M
Puts
$22.4M
Net Calls
-$16.7M
Net Calls Change
-$551K

Top Buyers

Rank Fund Capital Flow
1
BAM
Burgundy Asset Management
Ontario, Canada
+$27.4M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$8.85M
3
Victory Capital Management
Victory Capital Management
Texas
+$6.79M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$5.36M
5
Man Group
Man Group
United Kingdom
+$5.16M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$11.2M
2
Renaissance Technologies
Renaissance Technologies
New York
-$8.3M
3
Deutsche Bank
Deutsche Bank
Germany
-$5.72M
4
Citadel Advisors
Citadel Advisors
Florida
-$5.41M
5
Ameriprise
Ameriprise
Minnesota
-$3.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAW
226
Cornerstone Advisors (Washington)
Washington
$2K -$1.64K -98 -46%
FRA
227
Front Row Advisors
California
$2K – – –
MCM
228
MV Capital Management
Maryland
$2K – – –
PFBT
229
Parkside Financial Bank & Trust
Missouri
$2K – – –
TFO
230
Tarbox Family Office
California
$2K – – –
LWA
231
Lenox Wealth Advisors
New York
$1K +$553 +33 New
WT
232
Whittier Trust
California
$1K +$1.27K +76 New
RCAG
233
Rehmann Capital Advisory Group
Michigan
$734 – – –
Renaissance Technologies
234
Renaissance Technologies
New York
– -$8.3M -497,700 Closed
Canada Life
235
Canada Life
Manitoba, Canada
– -$1.69M -101,312 Closed
Point72 Asset Management
236
Point72 Asset Management
Connecticut
– -$911K -54,638 Closed
EGM
237
Engineers Gate Manager
New York
– -$884K -53,068 Closed
USAA
238
United Services Automobile Association
Texas
– -$852K -51,081 Closed
SCM
239
Stevens Capital Management
Pennsylvania
– -$607K -36,403 Closed
CBOA
240
Commonwealth Bank of Australia
Australia
– -$596K -35,800 Closed
Allianz Asset Management
241
Allianz Asset Management
Germany
– -$552K -33,078 Closed
GCP
242
GSA Capital Partners
United Kingdom
– -$528K -31,700 Closed
IUHSA
243
Itau Unibanco Holding S.A.
Brazil
– -$389K -23,313 Closed
WG
244
Winton Group
United Kingdom
– -$292K -17,545 Closed
CC
245
Cipher Capital
New York
– -$273K -16,377 Closed
CANY
246
Caxton Associates (New York)
New York
– -$256K -15,343 Closed
WCM
247
Wedge Capital Management
North Carolina
– -$234K -14,050 Closed
JIR
248
James Investment Research
Ohio
– -$224K -13,445 Closed
LCM
249
Laurion Capital Management
New York
– -$185K -11,102 Closed
Verition Fund Management
250
Verition Fund Management
Connecticut
– -$170K -10,191 Closed
7 8 9
10
11

WDR Hedge Fund Activity: Q3 2019 in Review

234 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Waddell & Reed Financial, Inc. (WDR) for Q3 2019, worth a combined $1.31B — up 1.4% from $1.29B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new WDR positions and 23 closed out — a net gain of 6 holders — while 60 added to existing stakes and 98 trimmed.

The largest buyer was Burgundy Asset Management, adding an estimated $27.4M. The largest seller was BlackRock, cutting an estimated $11.2M.

  • 234 institutional investors held Waddell & Reed Financial, Inc. (WDR) as of Q3 2019, up from 231 in Q2 2019.
  • Funds reported $1.31B of Waddell & Reed Financial, Inc. stock for Q3 2019, up 1.4% quarter-over-quarter.
  • 29 funds opened new Waddell & Reed Financial, Inc. positions in Q3 2019 and 23 closed out, a net change of +6 holders.
  • The largest Waddell & Reed Financial, Inc. buyer in Q3 2019 was Burgundy Asset Management, an estimated $27.4M added.
  • The largest Waddell & Reed Financial, Inc. seller in Q3 2019 was BlackRock, an estimated $11.2M sold.

Based on aggregated 13F filings for Q3 2019.