Waddell & Reed Financial, Inc.
WDR
WDR was delisted on the 30th of April, 2021.
286 hedge funds and large institutions have $2.51B invested in Waddell & Reed Financial, Inc. in 2015 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 114 increasing their positions, 85 reducing their positions, and 42 closing their positions.
75% more call options, than puts
Call options by funds: $4.71M | Put options by funds: $2.7M
34% more repeat investments, than reductions
Existing positions increased: 114 | Existing positions reduced: 85
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5% less first-time investments, than exits
New positions opened: 40 | Existing positions closed: 42
1% less funds holding
Funds holding: 289 → 286 (-3)
28% less capital invested
Capital invested by funds: $3.46B → $2.51B (-$956M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$25.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$24.3M |
| 3 |
HCM
Hamlin Capital Management
New York
|
+$18.9M |
| 4 |
HCM
Hodges Capital Management
Dallas,
Texas
|
+$18.6M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$10.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DC
Davenport & Co
Richmond,
Virginia
|
-$33.4M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$31.1M |
| 3 |
AAMU
AEGON Asset Management (UK)
Edinburgh,
United Kingdom
|
-$25.3M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$23.8M |
| 5 |
RA
Royce & Associates
New York
|
-$21.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KT
326
Kanaly Trust
Houston,
Texas
| – | -$4K | -94 | Closed |
|
327
ClearBridge Investments
New York
| – | -$4K | -92 | Closed |
|
328
Simplex Trading
Chicago,
Illinois
| – | -$1.78K | -43 | Closed |
|
WDR Hedge Fund Activity: Q3 2015 in Review
286 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Waddell & Reed Financial, Inc. (WDR) for Q3 2015, worth a combined $2.51B — down 28% from $3.46B a quarter earlier.
Sellers outnumbered buyers: 42 funds closed out of WDR and 40 opened new positions — a net loss of 2 holders — while 85 trimmed existing stakes and 114 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $25.5M. The largest seller was Davenport & Co, exiting entirely with an estimated $33.4M sold.
- 286 institutional investors held Waddell & Reed Financial, Inc. (WDR) as of Q3 2015, down from 289 in Q2 2015.
- Funds reported $2.51B of Waddell & Reed Financial, Inc. stock for Q3 2015, down 28% quarter-over-quarter.
- 40 funds opened new Waddell & Reed Financial, Inc. positions in Q3 2015 and 42 closed out, a net change of -2 holders.
- The largest Waddell & Reed Financial, Inc. buyer in Q3 2015 was T. Rowe Price Associates, an estimated $25.5M added.
- The largest Waddell & Reed Financial, Inc. seller in Q3 2015 was Davenport & Co, an estimated $33.4M sold.
Based on aggregated 13F filings for Q3 2015.