We are live on ! Find out more
WDR

Waddell & Reed Financial, Inc.
WDR

Delisted

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

Back to rankings

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
Mackenzie Financial
326
Mackenzie Financial
Ontario, Canada
– -$933K -14,900 Closed
UR
327
USCA RIA
Texas
– -$828K -13,225 Closed
EMG
328
Ellington Management Group
Connecticut
– -$538K -8,600 Closed
TU
329
TDAM USA
Ontario, Canada
– -$502K -8,027 Closed
FAAS
330
First Allied Advisory Services
California
– -$489K -7,820 Closed
Robeco Institutional Asset Management
331
Robeco Institutional Asset Management
Netherlands
– -$488K -7,800 Closed
OI
332
Oakbrook Investments
Illinois
– -$444K -7,100 Closed
RCM
333
Reynolds Capital Management
Nevada
– -$413K -6,600 Closed
JIP
334
Jaffetilchin Investment Partners
Florida
– -$385K -6,156 Closed
TH
335
Timber Hill
Connecticut
– -$378K -6,046 Closed
HHC
336
Hutchin Hill Capital
New York
– -$376K -6,000 Closed
ONB
337
Old National Bancorp
Indiana
– -$313K -5,004 Closed
FTIOP
338
Fiduciary Trust International of Pennsylvania
Pennsylvania
– -$263K -4,200 Closed
Rafferty Asset Management
339
Rafferty Asset Management
New York
– -$253K -4,045 Closed
QIM
340
Quest Investment Management
Oregon
– -$250K -4,000 Closed
GVT
341
Genesee Valley Trust
New York
– -$240K -3,840 Closed
VAM
342
Visium Asset Management
New York
– -$240K -3,838 Closed
Franklin Resources
343
Franklin Resources
California
– -$230K -3,670 Closed
B
344
Barings
North Carolina
– -$225K -3,600 Closed
RBC
345
Ronald Blue & Co
Georgia
– -$223K -3,568 Closed
HIMCH
346
Hartford Investment Management Co (HIMCO)
Connecticut
– -$220K -3,508 Closed
PAM
347
Princeton Alpha Management
New Jersey
– -$213K -3,407 Closed
ACI
348
AMP Capital Investors
Australia
– -$204K -3,282 Closed
Fuller & Thaler Asset Management
349
Fuller & Thaler Asset Management
California
– -$200K -3,200 Closed
MIM
350
Miller Investment Management
Pennsylvania
– -$199K -3,178 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.