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WDR

Waddell & Reed Financial, Inc.
WDR

Delisted

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

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237 hedge funds and large institutions have $1.25B invested in Waddell & Reed Financial, Inc. in 2016 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 101 increasing their positions, 69 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 69

39% more call options, than puts

Call options by funds: $3.92M | Put options by funds: $2.83M

4% more capital invested

Capital invested by funds: $1.2B → $1.25B (+$49.8M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less funds holding

Funds holding: 245 → 237 (-8)

11% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 37

Holders
237
Holders Change
-8
Holders Change %
-3.27%
% of All Funds
6.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
33
Increased
101
Reduced
69
Closed
37
Calls
$3.92M
Puts
$2.83M
Net Calls
+$1.1M
Net Calls Change
+$3.4M

Top Buyers

1
BFA
BlackRock Fund Advisors
California
+$38.5M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$12.6M
3
Invesco
Invesco
Georgia
+$9.54M
4
BIT
BlackRock Institutional Trust
California
+$8.93M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$8.15M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$46.4M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$12.8M
3
HIM
Hermes Investment Management
United Kingdom
-$12.3M
4
Goldman Sachs
Goldman Sachs
New York
-$11.9M
5
Millennium Management
Millennium Management
New York
-$5.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
LSV Asset Management
251
LSV Asset Management
Illinois
– -$294K -17,123 Closed
AT
252
Arden Trust
Delaware
– -$294 -17,065 Closed
AA
253
ALPS Advisors
Colorado
– -$280K -16,248 Closed
BF
254
BOK Financial
Oklahoma
– -$276K -16,038 Closed
QIM
255
Quantitative Investment Management
Virginia
– -$273K -15,900 Closed
SMC
256
S. Muoio & Co
New York
– -$265K -15,365 Closed
DTL
257
Dynamic Technology Lab
Singapore
– -$236K -13,716 Closed
Voloridge Investment Management
258
Voloridge Investment Management
Florida
– -$212K -12,323 Closed
Teacher Retirement System of Texas
259
Teacher Retirement System of Texas
Texas
– -$200K -11,609 Closed
TI
260
Telemetry Investments
New York
– -$195K -11,318 Closed
QC
261
QCM Cayman
Texas
– -$195K -11,313 Closed
SEC
262
Seven Eight Capital
New York
– -$193K -11,200 Closed
Franklin Resources
263
Franklin Resources
California
– -$189K -11,000 Closed
Northwestern Mutual Wealth Management
264
Northwestern Mutual Wealth Management
Wisconsin
– -$89K -5,149 Closed
Group One Trading
265
Group One Trading
Illinois
– -$89.1K -4,892 Closed
CCMH
266
Cornerstone Capital Management Holdings
New York
– -$65K -3,800 Closed
Nomura Asset Management
267
Nomura Asset Management
Japan
– -$48K -2,810 Closed
MAM
268
Meeder Asset Management
Ohio
– -$23K -1,353 Closed
TF
269
Tompkins Financial
New York
– -$4K -255 Closed
CCA
270
Checchi Capital Advisers
California
– -$2K -108 Closed
HCM
271
Herndon Capital Management
Georgia
– -$1K -74 Closed
7 8 9 10
11

WDR Hedge Fund Activity: Q3 2016 in Review

237 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Waddell & Reed Financial, Inc. (WDR) for Q3 2016, worth a combined $1.25B — up 4.1% from $1.2B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of WDR and 33 opened new positions — a net loss of 4 holders — while 69 trimmed existing stakes and 101 added.

The largest buyer was BlackRock Fund Advisors, adding an estimated $38.5M. The largest seller was T. Rowe Price Associates, cutting an estimated $46.4M.

  • 237 institutional investors held Waddell & Reed Financial, Inc. (WDR) as of Q3 2016, down from 245 in Q2 2016.
  • Funds reported $1.25B of Waddell & Reed Financial, Inc. stock for Q3 2016, up 4.1% quarter-over-quarter.
  • 33 funds opened new Waddell & Reed Financial, Inc. positions in Q3 2016 and 37 closed out, a net change of -4 holders.
  • The largest Waddell & Reed Financial, Inc. buyer in Q3 2016 was BlackRock Fund Advisors, an estimated $38.5M added.
  • The largest Waddell & Reed Financial, Inc. seller in Q3 2016 was T. Rowe Price Associates, an estimated $46.4M sold.

Based on aggregated 13F filings for Q3 2016.