Waddell & Reed Financial, Inc.
WDR
WDR was delisted on the 30th of April, 2021.
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.
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)
Top Buyers
Top Sellers
| 1 |
Jennison Associates
New York
|
-$165M |
| 2 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$62.7M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
-$46.8M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$43.5M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$33.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IRS
351
Invictus RG (Singapore)
Singapore
| – | -$170K | -2,710 | Closed |
|
|
AIM
352
Acuity Investment Management
Toronto,
Ontario, Canada
| – | -$77K | -1,226 | Closed |
|
|
VAM
353
Visionary Asset Management
Houston,
Texas
| – | -$61K | -974 | Closed |
|
|
BRWA
354
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$40.2K | -642 | Closed |
|
|
CCMH
355
Cornerstone Capital Management Holdings
New York
| – | -$31K | -521 | Closed |
|
|
WTB
356
Washington Trust Bank
Spokane,
Washington
| – | -$15K | -240 | Closed |
|
|
LNB
357
Ledyard National Bank
| – | -$4K | -66 | Closed |
|
|
PTC
358
Private Trust Company
Cleveland,
Ohio
| – | -$1K | -15 | Closed |
|
|
EMA
359
Efficient Market Advisors
San Diego,
California
| – | +$390 | +7 | New |
|
360
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | +$18.3K | +329 | +120% |
|
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.