Waddell & Reed Financial, Inc.
WDR
WDR was delisted on the 30th of April, 2021.
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAM
Burgundy Asset Management
Toronto,
Ontario, Canada
|
+$27.4M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$8.85M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$6.79M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$5.36M |
| 5 |
Man Group
London,
United Kingdom
|
+$5.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$11.2M |
| 2 |
Renaissance Technologies
New York
|
-$8.3M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$5.72M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$5.41M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$3.02M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
251
HighTower Advisors
Chicago,
Illinois
| – | -$170K | -10,159 | Closed |
|
252
Walleye Trading
New York
| – | -$56.8K | -3,387 | Closed |
|
|
MAM
253
Meeder Asset Management
Dublin,
Ohio
| – | -$23K | -1,382 | Closed |
|
|
PCP
254
Proficio Capital Partners
Newton,
Massachusetts
| – | -$3K | -196 | Closed |
|
|
TWA
255
TCI Wealth Advisors
Tucson,
Arizona
| – | -$3K | -150 | Closed |
|
|
HGWM
256
Harvest Group Wealth Management
Waltham,
Massachusetts
| – | -$2K | -127 | Closed |
|
|
GWS
257
Glassman Wealth Services
Vienna,
Virginia
| – | +$34 | +2 | New |
|
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.