Waddell & Reed Financial, Inc.
WDR
WDR was delisted on the 30th of April, 2021.
246 hedge funds and large institutions have $1.35B invested in Waddell & Reed Financial, Inc. in 2019 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 71 increasing their positions, 102 reducing their positions, and 30 closing their positions.
7% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 30
0% more funds holding
Funds holding: 245 → 246 (+1)
5% less capital invested
Capital invested by funds: $1.43B → $1.35B (-$78.1M)
30% less repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 102
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
94% less call options, than puts
Call options by funds: $659K | Put options by funds: $11.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APG Asset Management
Amsterdam,
Netherlands
|
+$18.7M |
| 2 |
Goldman Sachs
New York
|
+$11.7M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$8.14M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$5.47M |
| 5 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
+$4.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
|
-$23.8M |
| 2 |
State Street
Boston,
Massachusetts
|
-$6.52M |
| 3 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
-$6.19M |
| 4 |
FIM
Foresters Investment Management
New York
|
-$4.84M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
-$4.13M |
WDR Hedge Fund Activity: Q1 2019 in Review
246 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Waddell & Reed Financial, Inc. (WDR) for Q1 2019, worth a combined $1.35B — down 5.5% from $1.43B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new WDR positions and 30 closed out — a net gain of 2 holders — while 71 added to existing stakes and 102 trimmed.
The largest buyer was APG Asset Management, adding an estimated $18.7M. The largest seller was Skandinaviska Enskilda Banken (SEB), cutting an estimated $23.8M.
- 246 institutional investors held Waddell & Reed Financial, Inc. (WDR) as of Q1 2019, up from 245 in Q4 2018.
- Funds reported $1.35B of Waddell & Reed Financial, Inc. stock for Q1 2019, down 5.5% quarter-over-quarter.
- 32 funds opened new Waddell & Reed Financial, Inc. positions in Q1 2019 and 30 closed out, a net change of +2 holders.
- The largest Waddell & Reed Financial, Inc. buyer in Q1 2019 was APG Asset Management, an estimated $18.7M added.
- The largest Waddell & Reed Financial, Inc. seller in Q1 2019 was Skandinaviska Enskilda Banken (SEB), an estimated $23.8M sold.
Based on aggregated 13F filings for Q1 2019.