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WDR

Waddell & Reed Financial, Inc.
WDR

Delisted

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

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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
219
Holders Change
+6
Holders Change %
+2.82%
% of All Funds
4.49%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
33
Increased
56
Reduced
97
Closed
25
Calls
$1.39M
Puts
$840K
Net Calls
+$547K
Net Calls Change
+$913K

Top Buyers

Rank Fund Capital Flow
1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$22.8M
2
Invesco
Invesco
Georgia
+$10.6M
3
RA
Royce & Associates
New York
+$7.73M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$5.91M
5
Citadel Advisors
Citadel Advisors
Florida
+$4.67M

Top Sellers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
-$7.68M
2
APG Asset Management
APG Asset Management
Netherlands
-$7.35M
3
BlackRock
BlackRock
New York
-$7.29M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$6.53M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$5.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
N
51
Nuveen
North Carolina
$3.68M -$176K -12,834 -5%
CA
52
Continental Advisors
Utah
$3.57M – – –
Morgan Stanley
53
Morgan Stanley
New York
$3.52M +$252K +18,402 +9%
MWNA
54
Marshall Wace North America
New York
$3.51M +$3.1M +226,121 New
BGIM
55
Brandywine Global Investment Management
Pennsylvania
$3.35M -$51.9K -3,784 -2%
Axa
56
Axa
France
$3.31M -$195K -14,200 -6%
Bank of America
57
Bank of America
North Carolina
$3.07M -$1.37M -100,165 -34%
LSV Asset Management
58
LSV Asset Management
Illinois
$2.99M – – –
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$2.92M +$2.14K +156 +0.1%
Hotchkis & Wiley Capital Management
60
Hotchkis & Wiley Capital Management
California
$2.79M -$170K -12,420 -6%
New York State Teachers Retirement System (NYSTRS)
61
New York State Teachers Retirement System (NYSTRS)
New York
$2.56M -$237K -17,280 -9%
SDIC
62
South Dakota Investment Council
South Dakota
$2.35M – – –
California Public Employees Retirement System
63
California Public Employees Retirement System
California
$2.3M -$125K -9,101 -6%
Public Sector Pension Investment Board (PSP Investments)
64
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.28M -$148K -10,800 -7%
State of New Jersey Common Pension Fund D
65
State of New Jersey Common Pension Fund D
New Jersey
$2.24M +$101K +7,377 +5%
Swiss National Bank
66
Swiss National Bank
Switzerland
$2.23M +$103K +7,500 +5%
American Century Companies
67
American Century Companies
Missouri
$2.22M -$242K -17,653 -11%
MSL
68
Mackay Shields LLC
New York
$2.05M +$1.39M +101,700 +337%
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$2.04M -$569K -41,511 -23%
State Board of Administration of Florida Retirement System
70
State Board of Administration of Florida Retirement System
Florida
$1.96M -$12.4K -906 -0.7%
Millennium Management
71
Millennium Management
New York
$1.95M +$266K +19,413 +18%
AllianceBernstein
72
AllianceBernstein
Tennessee
$1.94M +$4.21K +307 +0.2%
VIA
73
Vident Investment Advisory
Georgia
$1.88M -$268K -19,555 -14%
UBS AM
74
UBS AM
Illinois
$1.88M +$130K +9,451 +8%
UBS Group
75
UBS Group
Switzerland
$1.86M +$999K +72,819 +155%
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3
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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.