Waddell & Reed Financial, Inc.
WDR
WDR was delisted on the 30th of April, 2021.
199 hedge funds and large institutions have $1.35B invested in Waddell & Reed Financial, Inc. in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 59 increasing their positions, 94 reducing their positions, and 42 closing their positions.
200% more call options, than puts
Call options by funds: $180K | Put options by funds: $60K
9% less capital invested
Capital invested by funds: $1.48B → $1.35B (-$133M)
10% less funds holding
Funds holding: 222 → 199 (-23)
37% less repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 94
50% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 42
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Tudor Investment Corp
Stamford,
Connecticut
|
+$23.7M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$16.9M |
| 3 |
BlackRock
New York
|
+$14.5M |
| 4 |
SCC
Spring Creek Capital
Wichita,
Kansas
|
+$14.1M |
| 5 |
AAM
Alpine Associates Management
Palm Beach,
Florida
|
+$10.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$46.1M |
| 2 |
WIC
Water Island Capital
New York
|
-$13.7M |
| 3 |
Barclays
London,
United Kingdom
|
-$13.2M |
| 4 |
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
|
-$11.4M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
-$10.6M |
WDR Hedge Fund Activity: Q1 2021 in Review
199 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Waddell & Reed Financial, Inc. (WDR) for Q1 2021, worth a combined $1.35B — down 9% from $1.48B a quarter earlier.
Sellers outnumbered buyers: 42 funds closed out of WDR and 21 opened new positions — a net loss of 21 holders — while 94 trimmed existing stakes and 59 added.
The largest buyer was Tudor Investment Corp, adding an estimated $23.7M. The largest seller was Invesco, cutting an estimated $46.1M.
- 199 institutional investors held Waddell & Reed Financial, Inc. (WDR) as of Q1 2021, down from 222 in Q4 2020.
- Funds reported $1.35B of Waddell & Reed Financial, Inc. stock for Q1 2021, down 9% quarter-over-quarter.
- 21 funds opened new Waddell & Reed Financial, Inc. positions in Q1 2021 and 42 closed out, a net change of -21 holders.
- The largest Waddell & Reed Financial, Inc. buyer in Q1 2021 was Tudor Investment Corp, an estimated $23.7M added.
- The largest Waddell & Reed Financial, Inc. seller in Q1 2021 was Invesco, an estimated $46.1M sold.
Based on aggregated 13F filings for Q1 2021.