Waddell & Reed Financial, Inc.
WDR
WDR was delisted on the 30th of April, 2021.
329 hedge funds and large institutions have $4.61B invested in Waddell & Reed Financial, Inc. in 2013 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 100 increasing their positions, 135 reducing their positions, and 24 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
146% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 24
27% more capital invested
Capital invested by funds: $3.62B → $4.61B (+$987M)
11% more funds holding
Funds holding: 297 → 329 (+32)
26% less repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 135
69% less call options, than puts
Call options by funds: $1.59M | Put options by funds: $5.09M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$167M |
| 2 |
BNP Paribas Asset Management
Paris,
France
|
+$47M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$28.9M |
| 4 |
FAM
Fred Alger Management
New York
|
+$25.7M |
| 5 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$22.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$66.5M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$56.5M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
-$32.4M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$29.8M |
| 5 |
KCM
Kornitzer Capital Management
Shawnee Mission,
Kansas
|
-$24.4M |
WDR Hedge Fund Activity: Q4 2013 in Review
329 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Waddell & Reed Financial, Inc. (WDR) for Q4 2013, worth a combined $4.61B — up 27% from $3.62B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new WDR positions and 24 closed out — a net gain of 35 holders — while 100 added to existing stakes and 135 trimmed.
The largest buyer was AJO LP, adding an estimated $167M. The largest seller was Fidelity Investments, cutting an estimated $66.5M.
- 329 institutional investors held Waddell & Reed Financial, Inc. (WDR) as of Q4 2013, up from 297 in Q3 2013.
- Funds reported $4.61B of Waddell & Reed Financial, Inc. stock for Q4 2013, up 27% quarter-over-quarter.
- 59 funds opened new Waddell & Reed Financial, Inc. positions in Q4 2013 and 24 closed out, a net change of +35 holders.
- The largest Waddell & Reed Financial, Inc. buyer in Q4 2013 was AJO LP, an estimated $167M added.
- The largest Waddell & Reed Financial, Inc. seller in Q4 2013 was Fidelity Investments, an estimated $66.5M sold.
Based on aggregated 13F filings for Q4 2013.