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WDR
Waddell & Reed Financial, Inc.
WDR
WDR
Delisted
WDR was delisted on the 30th of April, 2021.
254 hedge funds and large institutions have $1.67B invested in Waddell & Reed Financial, Inc. in 2016 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 107 increasing their positions, 81 reducing their positions, and 62 closing their positions.
New
Increased
Maintained
Reduced
Closed
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
32% more repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 81
11% less funds holding
Funds holding: 285 → 254 (-31)
18% less capital invested
Capital invested by funds: $2.04B → $1.67B (-$368M)
49% less call options, than puts
Call options by funds: $1.25M | Put options by funds: $2.46M
50% less first-time investments, than exits
New positions opened: 31 | Existing positions closed: 62
Holders
254
Holders Change
-31
Holders Change %
-10.88%
% of All Funds
6.77%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
31
Increased
107
Reduced
81
Closed
62
Calls
$1.25M
Puts
$2.46M
Net Calls
-$1.21M
Net Calls Change
+$2.15M
Top Buyers
Top Sellers
| 1 |
LCOV
London Company of Virginia
Richmond,
Virginia
|
-$72.9M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$70M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$29.1M |
| 4 |
RA
Royce & Associates
New York
|
-$20M |
| 5 |
Morgan Stanley
New York
|
-$16.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PCM
301
Prelude Capital Management
New York
| – | -$194K | -6,770 | Closed |
|
|
HIM
302
Hillsdale Investment Management
Toronto,
Ontario, Canada
| – | -$161K | -5,610 | Closed |
|
|
SEC
303
Seven Eight Capital
New York
| – | -$86K | -3,000 | Closed |
|
|
GS
304
GAM Systematic
Cambridge,
United Kingdom
| – | -$43K | -1,487 | Closed |
|
|
AFP
305
Ausdal Financial Partners
Davenport,
Iowa
| – | -$11K | -371 | Closed |
|
|
VFA
306
Virtus Fund Advisers
Hartford,
Connecticut
| – | -$6K | -221 | Closed |
|
307
Acadian Asset Management
Boston,
Massachusetts
| – | -$4K | -154 | Closed |
|
|
CFG
308
Citizens Financial Group
Providence,
Rhode Island
| – | -$4K | -129 | Closed |
|
|
MFBTD
309
MB Financial Bank - Trust Department
Rosemont,
Illinois
| – | -$3K | -94 | Closed |
|
|
S
310
SignatureFD
Atlanta,
Georgia
| – | -$2K | -60 | Closed |
|
|
TWA
311
TCI Wealth Advisors
Tucson,
Arizona
| – | -$1K | -29 | Closed |
|
|
CF
312
CenterStar Fund
Chicago,
Illinois
| – | -$12K | – | – |
|
|
PCP
313
Proficio Capital Partners
Newton,
Massachusetts
| – | +$510 | +21 | New |
|