Waddell & Reed Financial, Inc.
WDR
WDR was delisted on the 30th of April, 2021.
222 hedge funds and large institutions have $1.48B invested in Waddell & Reed Financial, Inc. in 2020 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 45 increasing their positions, 108 reducing their positions, and 40 closing their positions.
204% more call options, than puts
Call options by funds: $3.89M | Put options by funds: $1.28M
40% more capital invested
Capital invested by funds: $1.06B → $1.48B (+$420M)
23% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 40
4% more funds holding
Funds holding: 214 → 222 (+8)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
58% less repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 108
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Alpine Associates Management
Palm Beach,
Florida
|
+$30.2M |
| 2 |
Morgan Stanley
New York
|
+$14.2M |
| 3 |
Barclays
London,
United Kingdom
|
+$12.6M |
| 4 |
WIC
Water Island Capital
New York
|
+$10.9M |
| 5 |
TMAM
Tokio Marine Asset Management
Tokyo,
Japan
|
+$7.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$60.4M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
-$33.1M |
| 3 |
BAM
Burgundy Asset Management
Toronto,
Ontario, Canada
|
-$25.4M |
| 4 |
Brown Advisory
Baltimore,
Maryland
|
-$20.4M |
| 5 |
Fisher Asset Management
Camas,
Washington
|
-$19.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
251
Handelsbanken Fonder
Stockholm,
Sweden
| – | -$223K | -15,032 | Closed |
|
|
JF
252
Jump Financial
Chicago,
Illinois
| – | -$211K | -14,200 | Closed |
|
253
HighTower Advisors
Chicago,
Illinois
| – | -$177K | -11,944 | Closed |
|
|
BCM
254
Bayesian Capital Management
Brooklyn,
New York
| – | -$163K | -10,997 | Closed |
|
|
HMS
255
Hanseatic Management Services
Albuquerque,
New Mexico
| – | -$85K | -5,717 | Closed |
|
|
AL
256
AJO LP
Philadelphia,
Pennsylvania
| – | -$8K | -592 | Closed |
|
|
AF
257
Allworth Financial
Folsom,
California
| – | -$3K | -200 | Closed |
|
|
FHA
258
First Horizon Advisors
Memphis,
Tennessee
| – | -$1K | -128 | Closed |
|
|
VNA
259
Valley National Advisers
Bethlehem,
Pennsylvania
| – | -$1K | -54 | Closed |
|
|
ASN
260
Advisory Services Network
Atlanta,
Georgia
| – | -$1K | -49 | Closed |
|
WDR Hedge Fund Activity: Q4 2020 in Review
222 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Waddell & Reed Financial, Inc. (WDR) for Q4 2020, worth a combined $1.48B — up 40% from $1.06B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new WDR positions and 40 closed out — a net gain of 9 holders — while 45 added to existing stakes and 108 trimmed.
The largest buyer was Alpine Associates Management, opening a new position worth an estimated $30.2M. The largest seller was Fidelity Investments, cutting an estimated $60.4M.
- 222 institutional investors held Waddell & Reed Financial, Inc. (WDR) as of Q4 2020, up from 214 in Q3 2020.
- Funds reported $1.48B of Waddell & Reed Financial, Inc. stock for Q4 2020, up 40% quarter-over-quarter.
- 49 funds opened new Waddell & Reed Financial, Inc. positions in Q4 2020 and 40 closed out, a net change of +9 holders.
- The largest Waddell & Reed Financial, Inc. buyer in Q4 2020 was Alpine Associates Management, an estimated $30.2M added.
- The largest Waddell & Reed Financial, Inc. seller in Q4 2020 was Fidelity Investments, an estimated $60.4M sold.
Based on aggregated 13F filings for Q4 2020.