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WDR

Waddell & Reed Financial, Inc.
WDR

Delisted

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

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307 hedge funds and large institutions have $3.68B invested in Waddell & Reed Financial, Inc. in 2014 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 104 increasing their positions, 134 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

264% more call options, than puts

Call options by funds: $11.9M | Put options by funds: $3.27M

8% less funds holding

Funds holding: 334 → 307 (-27)

20% less capital invested

Capital invested by funds: $4.59B → $3.68B (-$912M)

22% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 134

45% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 53

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
307
Holders Change
-27
Holders Change %
-8.08%
% of All Funds
8.91%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
29
Increased
104
Reduced
134
Closed
53
Calls
$11.9M
Puts
$3.27M
Net Calls
+$8.64M
Net Calls Change
+$10.7M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$202M
2
Citadel Advisors
Citadel Advisors
Florida
+$52.2M
3
Invesco
Invesco
Georgia
+$41M
4
BIT
BlackRock Institutional Trust
California
+$34M
5
American Century Companies
American Century Companies
Missouri
+$26.3M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
-$165M
2
AL
AJO LP
Pennsylvania
-$62.7M
3
Principal Financial Group
Principal Financial Group
Iowa
-$46.8M
4
Norges Bank
Norges Bank
Norway
-$43.5M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$33.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
GSC
301
Ground Swell Capital
South Carolina
$3K +$3.34K +60 New
TCOV
302
Trust Company of Vermont
Vermont
$3K +$3.62K +65 New
EFSCE
303
Enterprise Financial Services Corp (EFSC)
Missouri
$2K – – –
PIA
304
Piedmont Investment Advisors
North Carolina
$1.45K -$2.28K -41 -59%
FCCM
305
First City Capital Management
Georgia
$1.14K – – –
TWA
306
TCI Wealth Advisors
Arizona
$1K – – –
Lord, Abbett & Co
307
Lord, Abbett & Co
New Jersey
– -$33.2M -529,921 Closed
KAM
308
Keeley Asset Management
Illinois
– -$15.6M -249,330 Closed
AI
309
Analytic Investors
California
– -$13.2M -211,249 Closed
BA
310
Boston Advisors
Massachusetts
– -$10M -160,234 Closed
AII
311
AGF Investments Inc
Ontario, Canada
– -$8.22M -131,355 Closed
OAM
312
Origin Asset Management
United Kingdom
– -$7.25M -115,920 Closed
O
313
OppenheimerFunds
New York
– -$6.19M -98,850 Closed
JAM
314
Jupiter Asset Management
United Kingdom
– -$5.66M -90,382 Closed
AIMCA
315
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$4.54M -72,450 Closed
MAM
316
Martingale Asset Management
Massachusetts
– -$4.28M -68,382 Closed
ARC
317
Absolute Return Capital
Massachusetts
– -$4.25M -67,884 Closed
PWS
318
Peloton Wealth Strategists
Indiana
– -$1.11M -64,400 Closed
GIM
319
Goelzer Investment Management
Indiana
– -$3.6M -57,437 Closed
CIP
320
Convergence Investment Partners
Florida
– -$3.18M -50,746 Closed
IGIM
321
I.G. Investment Management
Manitoba, Canada
– -$2.89M -46,212 Closed
BCMU
322
BlueCrest Capital Management (UK)
Guernsey
– -$1.88M -30,000 Closed
SCM
323
Sterling Capital Management
North Carolina
– -$1.44M -22,955 Closed
HSBC Holdings
324
HSBC Holdings
United Kingdom
– -$1.21M -19,273 Closed
GCP
325
GSA Capital Partners
United Kingdom
– -$1.14M -18,225 Closed
11 12
13
14 15

WDR Hedge Fund Activity: Q3 2014 in Review

307 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Waddell & Reed Financial, Inc. (WDR) for Q3 2014, worth a combined $3.68B — down 20% from $4.59B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of WDR and 29 opened new positions — a net loss of 24 holders — while 134 trimmed existing stakes and 104 added.

The largest buyer was Fidelity Investments, adding an estimated $202M. The largest seller was Jennison Associates, cutting an estimated $165M.

  • 307 institutional investors held Waddell & Reed Financial, Inc. (WDR) as of Q3 2014, down from 334 in Q2 2014.
  • Funds reported $3.68B of Waddell & Reed Financial, Inc. stock for Q3 2014, down 20% quarter-over-quarter.
  • 29 funds opened new Waddell & Reed Financial, Inc. positions in Q3 2014 and 53 closed out, a net change of -24 holders.
  • The largest Waddell & Reed Financial, Inc. buyer in Q3 2014 was Fidelity Investments, an estimated $202M added.
  • The largest Waddell & Reed Financial, Inc. seller in Q3 2014 was Jennison Associates, an estimated $165M sold.

Based on aggregated 13F filings for Q3 2014.