Waddell & Reed Financial, Inc.
WDR
WDR was delisted on the 30th of April, 2021.
214 hedge funds and large institutions have $1.06B invested in Waddell & Reed Financial, Inc. in 2020 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 69 increasing their positions, 79 reducing their positions, and 32 closing their positions.
84% more call options, than puts
Call options by funds: $2.42M | Put options by funds: $1.32M
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less funds holding
Funds holding: 219 → 214 (-5)
8% less capital invested
Capital invested by funds: $1.15B → $1.06B (-$91.4M)
13% less repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 79
16% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 32
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Man Group
London,
United Kingdom
|
+$6.21M |
| 2 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$5.58M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
+$5.04M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$4.21M |
| 5 |
BAM
Burgundy Asset Management
Toronto,
Ontario, Canada
|
+$3.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VBA
Van Berkom & Associates
Montreal,
Quebec, Canada
|
-$24.9M |
| 2 |
BlackRock
New York
|
-$9.1M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$6.49M |
| 4 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$5.39M |
| 5 |
APG Asset Management
Amsterdam,
Netherlands
|
-$5.33M |
WDR Hedge Fund Activity: Q3 2020 in Review
214 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Waddell & Reed Financial, Inc. (WDR) for Q3 2020, worth a combined $1.06B — down 7.9% from $1.15B a quarter earlier.
Sellers outnumbered buyers: 32 funds closed out of WDR and 27 opened new positions — a net loss of 5 holders — while 79 trimmed existing stakes and 69 added.
The largest buyer was Man Group, adding an estimated $6.21M. The largest seller was Van Berkom & Associates, exiting entirely with an estimated $24.9M sold.
- 214 institutional investors held Waddell & Reed Financial, Inc. (WDR) as of Q3 2020, down from 219 in Q2 2020.
- Funds reported $1.06B of Waddell & Reed Financial, Inc. stock for Q3 2020, down 7.9% quarter-over-quarter.
- 27 funds opened new Waddell & Reed Financial, Inc. positions in Q3 2020 and 32 closed out, a net change of -5 holders.
- The largest Waddell & Reed Financial, Inc. buyer in Q3 2020 was Man Group, an estimated $6.21M added.
- The largest Waddell & Reed Financial, Inc. seller in Q3 2020 was Van Berkom & Associates, an estimated $24.9M sold.
Based on aggregated 13F filings for Q3 2020.