Waddell & Reed Financial, Inc.
WDR
WDR was delisted on the 30th of April, 2021.
219 hedge funds and large institutions have $1.15B invested in Waddell & Reed Financial, Inc. in 2020 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 56 increasing their positions, 97 reducing their positions, and 25 closing their positions.
65% more call options, than puts
Call options by funds: $1.39M | Put options by funds: $840K
37% more capital invested
Capital invested by funds: $840M → $1.15B (+$313M)
32% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 25
3% more funds holding
Funds holding: 213 → 219 (+6)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
42% less repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 97
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
+$22.8M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$10.6M |
| 3 |
RA
Royce & Associates
New York
|
+$7.73M |
| 4 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
+$5.91M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$4.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$7.68M |
| 2 |
APG Asset Management
Amsterdam,
Netherlands
|
-$7.35M |
| 3 |
BlackRock
New York
|
-$7.29M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$6.53M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$5.41M |
WDR Hedge Fund Activity: Q2 2020 in Review
219 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Waddell & Reed Financial, Inc. (WDR) for Q2 2020, worth a combined $1.15B — up 37% from $840M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new WDR positions and 25 closed out — a net gain of 8 holders — while 56 added to existing stakes and 97 trimmed.
The largest buyer was Schroder Investment Management Group, adding an estimated $22.8M. The largest seller was Victory Capital Management, cutting an estimated $7.68M.
- 219 institutional investors held Waddell & Reed Financial, Inc. (WDR) as of Q2 2020, up from 213 in Q1 2020.
- Funds reported $1.15B of Waddell & Reed Financial, Inc. stock for Q2 2020, up 37% quarter-over-quarter.
- 33 funds opened new Waddell & Reed Financial, Inc. positions in Q2 2020 and 25 closed out, a net change of +8 holders.
- The largest Waddell & Reed Financial, Inc. buyer in Q2 2020 was Schroder Investment Management Group, an estimated $22.8M added.
- The largest Waddell & Reed Financial, Inc. seller in Q2 2020 was Victory Capital Management, an estimated $7.68M sold.
Based on aggregated 13F filings for Q2 2020.