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WDR

Waddell & Reed Financial, Inc.
WDR

Delisted

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

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214 hedge funds and large institutions have $1.06B invested in Waddell & Reed Financial, Inc. in 2020 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 69 increasing their positions, 79 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more call options, than puts

Call options by funds: $2.42M | Put options by funds: $1.32M

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less funds holding

Funds holding: 219 → 214 (-5)

8% less capital invested

Capital invested by funds: $1.15B → $1.06B (-$91.4M)

13% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 79

16% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 32

Holders
214
Holders Change
-5
Holders Change %
-2.28%
% of All Funds
4.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
27
Increased
69
Reduced
79
Closed
32
Calls
$2.42M
Puts
$1.32M
Net Calls
+$1.1M
Net Calls Change
+$556K

Top Buyers

Rank Fund Capital Flow
1
Man Group
Man Group
United Kingdom
+$6.21M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$5.58M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$5.04M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$4.21M
5
BAM
Burgundy Asset Management
Ontario, Canada
+$3.98M

Top Sellers

Rank Fund Capital Flow
1
VBA
Van Berkom & Associates
Quebec, Canada
-$24.9M
2
BlackRock
BlackRock
New York
-$9.1M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$6.49M
4
AL
AJO LP
Pennsylvania
-$5.39M
5
APG Asset Management
APG Asset Management
Netherlands
-$5.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
BGIM
51
Brandywine Global Investment Management
Pennsylvania
$3.07M -$136K -8,891 -4%
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$3.05M -$490K -32,101 -14%
Morgan Stanley
53
Morgan Stanley
New York
$3.02M -$363K -23,828 -10%
LSV Asset Management
54
LSV Asset Management
Illinois
$2.86M – – –
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$2.74M -$51.9K -3,401 -2%
UBS Group
56
UBS Group
Switzerland
$2.74M +$985K +64,561 +54%
D.E. Shaw & Co
57
D.E. Shaw & Co
New York
$2.5M -$1.22M -79,767 -32%
Hotchkis & Wiley Capital Management
58
Hotchkis & Wiley Capital Management
California
$2.49M -$187K -12,290 -7%
MCM
59
Maltese Capital Management
New York
$2.49M +$2.56M +167,800 New
American Century Companies
60
American Century Companies
Missouri
$2.35M +$230K +15,066 +11%
State Board of Administration of Florida Retirement System
61
State Board of Administration of Florida Retirement System
Florida
$2.31M +$444K +29,105 +23%
California Public Employees Retirement System
62
California Public Employees Retirement System
California
$2.28M +$82.1K +5,384 +4%
SDIC
63
South Dakota Investment Council
South Dakota
$2.25M – – –
Prudential Financial
64
Prudential Financial
New Jersey
$2.19M +$624K +40,890 +38%
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$2.18M +$83.2K +5,454 +4%
New York State Teachers Retirement System (NYSTRS)
66
New York State Teachers Retirement System (NYSTRS)
New York
$2.16M -$296K -19,400 -12%
Federated Hermes
67
Federated Hermes
Pennsylvania
$2.15M +$1.82M +119,233 +462%
Public Sector Pension Investment Board (PSP Investments)
68
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.14M -$38.1K -2,500 -2%
State of New Jersey Common Pension Fund D
69
State of New Jersey Common Pension Fund D
New Jersey
$2.13M -$11.5K -756 -0.5%
Swiss National Bank
70
Swiss National Bank
Switzerland
$2.1M -$39.7K -2,600 -2%
AllianceBernstein
71
AllianceBernstein
Tennessee
$1.85M -$8.44K -553 -0.4%
Victory Capital Management
72
Victory Capital Management
Texas
$1.72M -$3.62M -237,518 -67%
BC
73
Burney Company
Virginia
$1.68M +$431K +28,265 +33%
RVPG
74
Relative Value Partners Group
$1.63M +$232K +15,196 +16%
UBS AM
75
UBS AM
Illinois
$1.59M -$214K -14,018 -12%
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WDR Hedge Fund Activity: Q3 2020 in Review

214 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Waddell & Reed Financial, Inc. (WDR) for Q3 2020, worth a combined $1.06B — down 7.9% from $1.15B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of WDR and 27 opened new positions — a net loss of 5 holders — while 79 trimmed existing stakes and 69 added.

The largest buyer was Man Group, adding an estimated $6.21M. The largest seller was Van Berkom & Associates, exiting entirely with an estimated $24.9M sold.

  • 214 institutional investors held Waddell & Reed Financial, Inc. (WDR) as of Q3 2020, down from 219 in Q2 2020.
  • Funds reported $1.06B of Waddell & Reed Financial, Inc. stock for Q3 2020, down 7.9% quarter-over-quarter.
  • 27 funds opened new Waddell & Reed Financial, Inc. positions in Q3 2020 and 32 closed out, a net change of -5 holders.
  • The largest Waddell & Reed Financial, Inc. buyer in Q3 2020 was Man Group, an estimated $6.21M added.
  • The largest Waddell & Reed Financial, Inc. seller in Q3 2020 was Van Berkom & Associates, an estimated $24.9M sold.

Based on aggregated 13F filings for Q3 2020.