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WDR

Waddell & Reed Financial, Inc.
WDR

Delisted

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

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217 hedge funds and large institutions have $1.66B invested in Waddell & Reed Financial, Inc. in 2017 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 78 increasing their positions, 73 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more call options, than puts

Call options by funds: $4.88M | Put options by funds: $2.99M

7% more capital invested

Capital invested by funds: $1.55B → $1.66B (+$111M)

7% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 73

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 22

0% less funds holding

Funds holding: 218 → 217 (-1)

Holders
217
Holders Change
-1
Holders Change %
-0.46%
% of All Funds
5.41%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
22
Increased
78
Reduced
73
Closed
22
Calls
$4.88M
Puts
$2.99M
Net Calls
+$1.89M
Net Calls Change
-$6.94M

Top Buyers

Rank Fund Capital Flow
1
Principal Financial Group
Principal Financial Group
Iowa
+$10.5M
2
Citadel Advisors
Citadel Advisors
Florida
+$8.83M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$4.79M
4
IP
Interval Partners
New York
+$4.08M
5
PI
Putnam Investments
Massachusetts
+$4.05M

Top Sellers

Rank Fund Capital Flow
1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$21.5M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$10.7M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$6.74M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$4.48M
5
HHC
Hutchin Hill Capital
New York
-$4.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
IP
51
Interval Partners
New York
$4.26M +$4.08M +212,240 New
SCM
52
Sterneck Capital Management
Missouri
$4.06M -$513K -26,707 -12%
SFM
53
Systematic Financial Management
New Jersey
$4.03M -$385K -20,012 -9%
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$3.83M -$75.5K -3,930 -2%
New York State Teachers Retirement System (NYSTRS)
55
New York State Teachers Retirement System (NYSTRS)
New York
$3.76M – – –
Wells Fargo
56
Wells Fargo
California
$3.74M +$1.08M +56,307 +43%
QIM
57
Quantitative Investment Management
Virginia
$3.73M +$3.57M +185,700 New
UBS Group
58
UBS Group
Switzerland
$3.51M +$340K +17,683 +11%
Renaissance Technologies
59
Renaissance Technologies
New York
$3.42M +$3.27M +170,300 New
GC
60
Guggenheim Capital
Illinois
$3.4M +$821K +42,711 +34%
Robeco Institutional Asset Management
61
Robeco Institutional Asset Management
Netherlands
$3.29M – – –
BGIM
62
Brandywine Global Investment Management
Pennsylvania
$3.18M +$3.05M +158,517 New
VIG
63
Vienna Insurance Group
Poland
$3.01M – – –
TA
64
Teachers Advisors
New York
$3M -$23.7K -1,234 -0.8%
Swiss National Bank
65
Swiss National Bank
Switzerland
$2.83M – – –
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$2.74M -$142K -7,405 -5%
BCM
67
Bridgeway Capital Management
Texas
$2.67M +$2.56M +133,000 New
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$2.55M – – –
New York State Common Retirement Fund
69
New York State Common Retirement Fund
New York
$2.55M +$114K +5,916 +5%
VIA
70
Vident Investment Advisory
Georgia
$2.52M +$2.42M +125,807 New
AllianceBernstein
71
AllianceBernstein
Tennessee
$2.49M – – –
Canada Life
72
Canada Life
Manitoba, Canada
$2.27M -$110K -5,706 -5%
GIA
73
Gateway Investment Advisers
Ohio
$2.21M -$1M -52,170 -32%
CS
74
Credit Suisse
Switzerland
$2.19M +$999K +51,990 +91%
VOYA Investment Management
75
VOYA Investment Management
Georgia
$2.06M – – –
1 2
3
4 5

WDR Hedge Fund Activity: Q3 2017 in Review

217 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Waddell & Reed Financial, Inc. (WDR) for Q3 2017, worth a combined $1.66B — up 7.2% from $1.55B a quarter earlier.

Fund positioning in WDR was balanced in Q3 2017: 22 funds opened new positions, 22 closed out, 78 added to existing stakes and 73 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $10.5M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $21.5M.

  • 217 institutional investors held Waddell & Reed Financial, Inc. (WDR) as of Q3 2017, down from 218 in Q2 2017.
  • Funds reported $1.66B of Waddell & Reed Financial, Inc. stock for Q3 2017, up 7.2% quarter-over-quarter.
  • 22 funds opened new Waddell & Reed Financial, Inc. positions in Q3 2017 and 22 closed out, a net change of 0 holders.
  • The largest Waddell & Reed Financial, Inc. buyer in Q3 2017 was Principal Financial Group, an estimated $10.5M added.
  • The largest Waddell & Reed Financial, Inc. seller in Q3 2017 was Fuller & Thaler Asset Management, an estimated $21.5M sold.

Based on aggregated 13F filings for Q3 2017.