Waddell & Reed Financial, Inc.
WDR
WDR was delisted on the 30th of April, 2021.
289 hedge funds and large institutions have $3.46B invested in Waddell & Reed Financial, Inc. in 2015 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 125 increasing their positions, 85 reducing their positions, and 37 closing their positions.
107% more call options, than puts
Call options by funds: $3.42M | Put options by funds: $1.66M
47% more repeat investments, than reductions
Existing positions increased: 125 | Existing positions reduced: 85
5% less capital invested
Capital invested by funds: $3.63B → $3.46B (-$164M)
2% less funds holding
Funds holding: 296 → 289 (-7)
14% less first-time investments, than exits
New positions opened: 32 | Existing positions closed: 37
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
+$20.4M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$19.7M |
| 3 |
RA
Royce & Associates
New York
|
+$19.4M |
| 4 |
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
+$18.6M |
| 5 |
HCM
Herndon Capital Management
Atlanta,
Georgia
|
+$17.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$28.8M |
| 2 |
Renaissance Technologies
New York
|
-$18.3M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$14.9M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$14M |
| 5 |
WMSA
Weiss Multi-Strategy Advisers
New York
|
-$12.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ZB
326
Zions Bancorporation
Salt Lake City,
Utah
| – | -$2K | -46 | Closed |
|
327
Lazard Asset Management
New York
| – | -$1K | -25 | Closed |
|
WDR Hedge Fund Activity: Q2 2015 in Review
289 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Waddell & Reed Financial, Inc. (WDR) for Q2 2015, worth a combined $3.46B — down 4.5% from $3.63B a quarter earlier.
Sellers outnumbered buyers: 37 funds closed out of WDR and 32 opened new positions — a net loss of 5 holders — while 85 trimmed existing stakes and 125 added.
The largest buyer was Schroder Investment Management Group, adding an estimated $20.4M. The largest seller was Fidelity Investments, cutting an estimated $28.8M.
- 289 institutional investors held Waddell & Reed Financial, Inc. (WDR) as of Q2 2015, down from 296 in Q1 2015.
- Funds reported $3.46B of Waddell & Reed Financial, Inc. stock for Q2 2015, down 4.5% quarter-over-quarter.
- 32 funds opened new Waddell & Reed Financial, Inc. positions in Q2 2015 and 37 closed out, a net change of -5 holders.
- The largest Waddell & Reed Financial, Inc. buyer in Q2 2015 was Schroder Investment Management Group, an estimated $20.4M added.
- The largest Waddell & Reed Financial, Inc. seller in Q2 2015 was Fidelity Investments, an estimated $28.8M sold.
Based on aggregated 13F filings for Q2 2015.