Waddell & Reed Financial, Inc.
WDR
WDR was delisted on the 30th of April, 2021.
227 hedge funds and large institutions have $1.31B invested in Waddell & Reed Financial, Inc. in 2017 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 111 increasing their positions, 55 reducing their positions, and 36 closing their positions.
149% more call options, than puts
Call options by funds: $11.1M | Put options by funds: $4.46M
102% more repeat investments, than reductions
Existing positions increased: 111 | Existing positions reduced: 55
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
8% less funds holding
Funds holding: 248 → 227 (-21)
9% less capital invested
Capital invested by funds: $1.44B → $1.31B (-$131M)
42% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 36
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$304M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$20M |
| 3 |
State Street
Boston,
Massachusetts
|
+$10.4M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$9.58M |
| 5 |
GXMC
Global X Management Company
New York
|
+$8.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$25M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
-$14.8M |
| 3 |
Los Angeles Capital Management
Los Angeles,
California
|
-$6.95M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$6.86M |
| 5 |
LCP
Lombardia Capital Partners
Pasadena,
California
|
-$6.01M |
WDR Hedge Fund Activity: Q1 2017 in Review
227 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Waddell & Reed Financial, Inc. (WDR) for Q1 2017, worth a combined $1.31B — down 9.1% from $1.44B a quarter earlier.
Sellers outnumbered buyers: 36 funds closed out of WDR and 21 opened new positions — a net loss of 15 holders — while 55 trimmed existing stakes and 111 added.
The largest buyer was BlackRock, adding an estimated $304M. The largest seller was T. Rowe Price Associates, cutting an estimated $25M.
- 227 institutional investors held Waddell & Reed Financial, Inc. (WDR) as of Q1 2017, down from 248 in Q4 2016.
- Funds reported $1.31B of Waddell & Reed Financial, Inc. stock for Q1 2017, down 9.1% quarter-over-quarter.
- 21 funds opened new Waddell & Reed Financial, Inc. positions in Q1 2017 and 36 closed out, a net change of -15 holders.
- The largest Waddell & Reed Financial, Inc. buyer in Q1 2017 was BlackRock, an estimated $304M added.
- The largest Waddell & Reed Financial, Inc. seller in Q1 2017 was T. Rowe Price Associates, an estimated $25M sold.
Based on aggregated 13F filings for Q1 2017.