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WDR

Waddell & Reed Financial, Inc.
WDR

Delisted

WDR was delisted on the 30th of April, 2021.

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1 hedge funds and large institutions have $216K invested in Waddell & Reed Financial, Inc. in 2021 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 0 reducing their positions, and 197 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% less funds holding

Funds holding: 199 → 1 (-198)

100% less capital invested

Capital invested by funds: $1.35B → $216K (-$1.35B)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 197

Holders
1
Holders Change
-198
Holders Change %
-99.5%
% of All Funds
0.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
–
Reduced
–
Closed
197
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$254M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$171M
3
BAM
Burgundy Asset Management
Ontario, Canada
-$84M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$59.9M
5
State Street
State Street
Massachusetts
-$54.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
TMAM
26
Tokio Marine Asset Management
Japan
– -$10.7M -427,580 Closed
Principal Financial Group
27
Principal Financial Group
Iowa
– -$10.7M -427,355 Closed
UBS Group
28
UBS Group
Switzerland
– -$10.3M -410,308 Closed
KC
29
Kellner Capital
New York
– -$9.14M -364,958 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
30
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$9.11M -363,833 Closed
Millennium Management
31
Millennium Management
New York
– -$8.98M -358,607 Closed
CS
32
Credit Suisse
Switzerland
– -$8.48M -338,472 Closed
BCM
33
Bridgeway Capital Management
Texas
– -$8.47M -338,000 Closed
RFC
34
Regions Financial Corp
Alabama
– -$7.99M -318,840 Closed
Renaissance Technologies
35
Renaissance Technologies
New York
– -$7.47M -298,200 Closed
Ameriprise
36
Ameriprise
Minnesota
– -$7.33M -292,795 Closed
N
37
Nuveen
North Carolina
– -$6.81M -271,929 Closed
Legal & General Group
38
Legal & General Group
United Kingdom
– -$6.52M -260,233 Closed
BNP Paribas Financial Markets
39
BNP Paribas Financial Markets
France
– -$6.34M -253,053 Closed
IA
40
IndexIQ Advisors
New York
– -$6.04M -240,983 Closed
E
41
Ergoteles
New York
– -$5.8M -231,473 Closed
WCMNY
42
Westchester Capital Management (New York)
New York
– -$5.73M -228,679 Closed
Barclays
43
Barclays
United Kingdom
– -$5.53M -220,528 Closed
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
– -$5.17M -206,399 Closed
Wells Fargo
45
Wells Fargo
California
– -$4.52M -180,577 Closed
WAM
46
Wolverine Asset Management
Illinois
– -$4.43M -176,889 Closed
SDIC
47
South Dakota Investment Council
South Dakota
– -$3.67M -146,555 Closed
GCL
48
Glazer Capital LLC
New York
– -$3.51M -140,272 Closed
Swiss National Bank
49
Swiss National Bank
Switzerland
– -$3.4M -135,700 Closed
California Public Employees Retirement System
50
California Public Employees Retirement System
California
– -$3.29M -131,300 Closed
1
2
3 4 5

WDR Hedge Fund Activity: Q2 2021 in Review

1 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Waddell & Reed Financial, Inc. (WDR) for Q2 2021, worth a combined $216K — down 100% from $1.35B a quarter earlier.

Sellers outnumbered buyers: 197 funds closed out of WDR and 0 opened new positions — a net loss of 197 holders — while 0 trimmed existing stakes and 0 added.

The largest seller was BlackRock, exiting entirely with an estimated $254M sold.

  • 1 institutional investor held Waddell & Reed Financial, Inc. (WDR) as of Q2 2021, down from 199 in Q1 2021.
  • Funds reported $216K of Waddell & Reed Financial, Inc. stock for Q2 2021, down 100% quarter-over-quarter.
  • 0 funds opened new Waddell & Reed Financial, Inc. positions in Q2 2021 and 197 closed out, a net change of -197 holders.
  • The largest Waddell & Reed Financial, Inc. seller in Q2 2021 was BlackRock, an estimated $254M sold.

Based on aggregated 13F filings for Q2 2021.