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WDR

Waddell & Reed Financial, Inc.
WDR

Delisted

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

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213 hedge funds and large institutions have $840M invested in Waddell & Reed Financial, Inc. in 2020 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 64 increasing their positions, 88 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5% less funds holding

Funds holding: 224 → 213 (-11)

18% less call options, than puts

Call options by funds: $1.67M | Put options by funds: $2.04M

26% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 34

27% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 88

35% less capital invested

Capital invested by funds: $1.29B → $840M (-$445M)

Holders
213
Holders Change
-11
Holders Change %
-4.91%
% of All Funds
4.69%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
25
Increased
64
Reduced
88
Closed
34
Calls
$1.67M
Puts
$2.04M
Net Calls
-$366K
Net Calls Change
-$4.15M

Top Buyers

Rank Fund Capital Flow
1
BAM
Burgundy Asset Management
Ontario, Canada
+$20.6M
2
Charles Schwab
Charles Schwab
California
+$12.3M
3
GC
GMT Capital
Georgia
+$8.79M
4
YAM
Yacktman Asset Management
Texas
+$6.71M
5
AL
AJO LP
Pennsylvania
+$6.56M

Top Sellers

Rank Fund Capital Flow
1
APG Asset Management
APG Asset Management
Netherlands
-$24.2M
2
Invesco
Invesco
Georgia
-$18.1M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$17M
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$10.6M
5
Citadel Advisors
Citadel Advisors
Florida
-$9.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
LSV Asset Management
51
LSV Asset Management
Illinois
$2.19M – – –
Hotchkis & Wiley Capital Management
52
Hotchkis & Wiley Capital Management
California
$2.19M -$171K -11,500 -6%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$2.14M +$1.73M +115,820 +161%
New York State Teachers Retirement System (NYSTRS)
54
New York State Teachers Retirement System (NYSTRS)
New York
$2.07M -$513K -34,419 -16%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$2M -$2.33M -156,416 -47%
AQR Capital Management
56
AQR Capital Management
Connecticut
$1.96M -$2.02M -135,535 -44%
Federated Hermes
57
Federated Hermes
Pennsylvania
$1.94M +$2.28M +152,700 +866%
Citadel Advisors
58
Citadel Advisors
Florida
$1.88M -$9.5M -636,964 -79%
American Century Companies
59
American Century Companies
Missouri
$1.83M +$1.28M +85,949 +115%
Public Sector Pension Investment Board (PSP Investments)
60
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.79M -$1.68M -112,898 -42%
California Public Employees Retirement System
61
California Public Employees Retirement System
California
$1.79M -$2.1M -140,818 -47%
D.E. Shaw & Co
62
D.E. Shaw & Co
New York
$1.77M +$1.26M +84,662 +120%
Wells Fargo
63
Wells Fargo
California
$1.73M -$1.05M -70,438 -32%
SDIC
64
South Dakota Investment Council
South Dakota
$1.72M -$703K -47,154 -24%
Grantham, Mayo, Van Otterloo & Co (GMO)
65
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.67M +$2.19M +146,800 New
VIA
66
Vident Investment Advisory
Georgia
$1.6M +$89.9K +6,028 +4%
Prudential Financial
67
Prudential Financial
New Jersey
$1.59M -$128K -8,600 -6%
State of New Jersey Common Pension Fund D
68
State of New Jersey Common Pension Fund D
New Jersey
$1.56M – – –
Swiss National Bank
69
Swiss National Bank
Switzerland
$1.55M -$53.7K -3,600 -3%
CSS
70
Cubist Systematic Strategies
Connecticut
$1.47M +$785K +52,613 +69%
State Board of Administration of Florida Retirement System
71
State Board of Administration of Florida Retirement System
Florida
$1.45M -$502K -33,665 -21%
AllianceBernstein
72
AllianceBernstein
Tennessee
$1.42M -$1.65M -110,650 -47%
GT
73
Glenmede Trust
Pennsylvania
$1.37M – – –
RVPG
74
Relative Value Partners Group
$1.33M +$1.75M +117,285 New
UBS AM
75
UBS AM
Illinois
$1.27M +$81.9K +5,495 +5%
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WDR Hedge Fund Activity: Q1 2020 in Review

213 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Waddell & Reed Financial, Inc. (WDR) for Q1 2020, worth a combined $840M — down 35% from $1.29B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of WDR and 25 opened new positions — a net loss of 9 holders — while 88 trimmed existing stakes and 64 added.

The largest buyer was Burgundy Asset Management, adding an estimated $20.6M. The largest seller was APG Asset Management, cutting an estimated $24.2M.

  • 213 institutional investors held Waddell & Reed Financial, Inc. (WDR) as of Q1 2020, down from 224 in Q4 2019.
  • Funds reported $840M of Waddell & Reed Financial, Inc. stock for Q1 2020, down 35% quarter-over-quarter.
  • 25 funds opened new Waddell & Reed Financial, Inc. positions in Q1 2020 and 34 closed out, a net change of -9 holders.
  • The largest Waddell & Reed Financial, Inc. buyer in Q1 2020 was Burgundy Asset Management, an estimated $20.6M added.
  • The largest Waddell & Reed Financial, Inc. seller in Q1 2020 was APG Asset Management, an estimated $24.2M sold.

Based on aggregated 13F filings for Q1 2020.