Waddell & Reed Financial, Inc.
WDR
WDR was delisted on the 30th of April, 2021.
235 hedge funds and large institutions have $1.87B invested in Waddell & Reed Financial, Inc. in 2017 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 88 increasing their positions, 68 reducing their positions, and 21 closing their positions.
308% more call options, than puts
Call options by funds: $7.13M | Put options by funds: $1.75M
90% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 21
29% more repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 68
13% more capital invested
Capital invested by funds: $1.66B → $1.87B (+$215M)
8% more funds holding
Funds holding: 217 → 235 (+18)
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
|
+$23.7M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$13.9M |
| 3 |
Renaissance Technologies
New York
|
+$13.3M |
| 4 |
CEP
Chicago Equity Partners
Chicago,
Illinois
|
+$10.1M |
| 5 |
CC
Carlson Capital
Dallas,
Texas
|
+$10M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$26.1M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
-$12.7M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$12.3M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
-$11.4M |
| 5 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$10.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
251
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$27K | -1,364 | Closed |
|
|
PCM
252
Penserra Capital Management
Orinda,
California
| – | -$22K | -1,092 | Closed |
|
|
FMA
253
FNY Managed Accounts
New York
| – | -$7K | -380 | Closed |
|
|
TDC
254
Thompson Davis & Co
Richmond,
Virginia
| – | -$8K | -380 | Closed |
|
|
NFG
255
Next Financial Group
Houston,
Texas
| – | -$2K | -100 | Closed |
|
|
GWS
256
Glassman Wealth Services
Vienna,
Virginia
| – | +$285 | +14 | New |
|
WDR Hedge Fund Activity: Q4 2017 in Review
235 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Waddell & Reed Financial, Inc. (WDR) for Q4 2017, worth a combined $1.87B — up 13% from $1.66B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new WDR positions and 21 closed out — a net gain of 19 holders — while 88 added to existing stakes and 68 trimmed.
The largest buyer was Skandinaviska Enskilda Banken (SEB), adding an estimated $23.7M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $26.1M.
- 235 institutional investors held Waddell & Reed Financial, Inc. (WDR) as of Q4 2017, up from 217 in Q3 2017.
- Funds reported $1.87B of Waddell & Reed Financial, Inc. stock for Q4 2017, up 13% quarter-over-quarter.
- 40 funds opened new Waddell & Reed Financial, Inc. positions in Q4 2017 and 21 closed out, a net change of +19 holders.
- The largest Waddell & Reed Financial, Inc. buyer in Q4 2017 was Skandinaviska Enskilda Banken (SEB), an estimated $23.7M added.
- The largest Waddell & Reed Financial, Inc. seller in Q4 2017 was Carson Wealth (CWM LLC), an estimated $26.1M sold.
Based on aggregated 13F filings for Q4 2017.