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WDR

Waddell & Reed Financial, Inc.
WDR

Delisted

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

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234 hedge funds and large institutions have $1.31B invested in Waddell & Reed Financial, Inc. in 2019 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 60 increasing their positions, 98 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 23

1% more funds holding

Funds holding: 231 → 234 (+3)

1% more capital invested

Capital invested by funds: $1.29B → $1.31B (+$17.8M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

39% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 98

75% less call options, than puts

Call options by funds: $5.72M | Put options by funds: $22.4M

Holders
234
Holders Change
+3
Holders Change %
+1.3%
% of All Funds
5.13%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
29
Increased
60
Reduced
98
Closed
23
Calls
$5.72M
Puts
$22.4M
Net Calls
-$16.7M
Net Calls Change
-$551K

Top Buyers

Rank Fund Capital Flow
1
BAM
Burgundy Asset Management
Ontario, Canada
+$27.4M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$8.85M
3
Victory Capital Management
Victory Capital Management
Texas
+$6.79M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$5.36M
5
Man Group
Man Group
United Kingdom
+$5.16M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$11.2M
2
Renaissance Technologies
Renaissance Technologies
New York
-$8.3M
3
Deutsche Bank
Deutsche Bank
Germany
-$5.72M
4
Citadel Advisors
Citadel Advisors
Florida
-$5.41M
5
Ameriprise
Ameriprise
Minnesota
-$3.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
51
Continental Advisors
Utah
$4.13M +$126K +7,500 +3%
Goldman Sachs
52
Goldman Sachs
New York
$4.12M -$366K -21,842 -8%
Jacobs Levy Equity Management
53
Jacobs Levy Equity Management
New Jersey
$4.12M +$305K +18,200 +8%
Barrow, Hanley, Mewhinney & Strauss
54
Barrow, Hanley, Mewhinney & Strauss
Texas
$4.08M -$494K -29,480 -11%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$3.96M +$941K +56,163 +32%
Prudential Financial
56
Prudential Financial
New Jersey
$3.83M +$1.17M +69,976 +46%
MSL
57
Mackay Shields LLC
New York
$3.78M +$3.68M +219,800 New
California Public Employees Retirement System
58
California Public Employees Retirement System
California
$3.64M +$572K +34,132 +19%
BC
59
Burney Company
Virginia
$3.36M +$151K +9,001 +5%
AIMCA
60
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.33M – – –
New York State Teachers Retirement System (NYSTRS)
61
New York State Teachers Retirement System (NYSTRS)
New York
$3.29M -$161K -9,600 -5%
Public Sector Pension Investment Board (PSP Investments)
62
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.19M +$330K +19,692 +12%
RJA
63
Raymond James & Associates
Florida
$2.99M -$146K -8,688 -5%
Hotchkis & Wiley Capital Management
64
Hotchkis & Wiley Capital Management
California
$2.8M +$46.9K +2,800 +2%
RA
65
Royce & Associates
New York
$2.65M +$216K +12,869 +9%
State Board of Administration of Florida Retirement System
66
State Board of Administration of Florida Retirement System
Florida
$2.6M +$1.5M +89,225 +144%
American Century Companies
67
American Century Companies
Missouri
$2.58M -$2.05M -122,617 -45%
OSAM
68
O'Shaughnessy Asset Management
Connecticut
$2.53M -$353K -21,088 -13%
GIA
69
Gateway Investment Advisers
Ohio
$2.49M -$20.7K -1,233 -0.8%
Swiss National Bank
70
Swiss National Bank
Switzerland
$2.42M -$28.5K -1,700 -1%
LSV Asset Management
71
LSV Asset Management
Illinois
$2.39M +$2.33M +138,900 New
State of New Jersey Common Pension Fund D
72
State of New Jersey Common Pension Fund D
New Jersey
$2.35M +$2.3M +137,100 New
Two Sigma Advisers
73
Two Sigma Advisers
New York
$2.25M -$2.51M -149,600 -53%
Barclays
74
Barclays
United Kingdom
$2.07M -$1.39K -83 -0.1%
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$2.06M -$22.9K -1,367 -1%
1 2
3
4 5

WDR Hedge Fund Activity: Q3 2019 in Review

234 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Waddell & Reed Financial, Inc. (WDR) for Q3 2019, worth a combined $1.31B — up 1.4% from $1.29B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new WDR positions and 23 closed out — a net gain of 6 holders — while 60 added to existing stakes and 98 trimmed.

The largest buyer was Burgundy Asset Management, adding an estimated $27.4M. The largest seller was BlackRock, cutting an estimated $11.2M.

  • 234 institutional investors held Waddell & Reed Financial, Inc. (WDR) as of Q3 2019, up from 231 in Q2 2019.
  • Funds reported $1.31B of Waddell & Reed Financial, Inc. stock for Q3 2019, up 1.4% quarter-over-quarter.
  • 29 funds opened new Waddell & Reed Financial, Inc. positions in Q3 2019 and 23 closed out, a net change of +6 holders.
  • The largest Waddell & Reed Financial, Inc. buyer in Q3 2019 was Burgundy Asset Management, an estimated $27.4M added.
  • The largest Waddell & Reed Financial, Inc. seller in Q3 2019 was BlackRock, an estimated $11.2M sold.

Based on aggregated 13F filings for Q3 2019.