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WDR

Waddell & Reed Financial, Inc.
WDR

Delisted

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

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222 hedge funds and large institutions have $1.48B invested in Waddell & Reed Financial, Inc. in 2020 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 45 increasing their positions, 108 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

204% more call options, than puts

Call options by funds: $3.89M | Put options by funds: $1.28M

40% more capital invested

Capital invested by funds: $1.06B → $1.48B (+$420M)

23% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 40

4% more funds holding

Funds holding: 214 → 222 (+8)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

58% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 108

Holders
222
Holders Change
+8
Holders Change %
+3.74%
% of All Funds
3.93%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
49
Increased
45
Reduced
108
Closed
40
Calls
$3.89M
Puts
$1.28M
Net Calls
+$2.61M
Net Calls Change
+$1.51M

Top Buyers

1
AAM
Alpine Associates Management
Florida
+$30.2M
2
Morgan Stanley
Morgan Stanley
New York
+$14.2M
3
Barclays
Barclays
United Kingdom
+$12.6M
4
WIC
Water Island Capital
New York
+$10.9M
5
TMAM
Tokio Marine Asset Management
Japan
+$7.38M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$60.4M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$33.1M
3
BAM
Burgundy Asset Management
Ontario, Canada
-$25.4M
4
Brown Advisory
Brown Advisory
Maryland
-$20.4M
5
Fisher Asset Management
Fisher Asset Management
Washington
-$19.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
51
UBS Group
Switzerland
$4.29M -$303K -15,757 -9%
Prudential Financial
52
Prudential Financial
New Jersey
$4.28M +$404K +20,995 +14%
Victory Capital Management
53
Victory Capital Management
Texas
$4.23M +$973K +50,545 +44%
Canada Pension Plan Investment Board
54
Canada Pension Plan Investment Board
Ontario, Canada
$4.15M +$3.14M +163,100 New
Marshall Wace
55
Marshall Wace
United Kingdom
$4.01M +$3.03M +157,288 New
BNP Paribas Financial Markets
56
BNP Paribas Financial Markets
France
$3.99M +$2.7M +140,466 +864%
California Public Employees Retirement System
57
California Public Employees Retirement System
California
$3.88M -$29.1K -1,512 -1%
SDIC
58
South Dakota Investment Council
South Dakota
$3.86M – – –
Verition Fund Management
59
Verition Fund Management
Connecticut
$3.71M +$2.8M +145,560 New
Swiss National Bank
60
Swiss National Bank
Switzerland
$3.57M -$25K -1,300 -0.9%
New York State Teachers Retirement System (NYSTRS)
61
New York State Teachers Retirement System (NYSTRS)
New York
$3.56M -$114K -5,900 -4%
Public Sector Pension Investment Board (PSP Investments)
62
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.52M -$115K -5,980 -4%
Robeco Institutional Asset Management
63
Robeco Institutional Asset Management
Netherlands
$3.5M -$11.3M -585,466 -81%
Two Sigma Investments
64
Two Sigma Investments
New York
$3.49M -$1.41M -73,192 -35%
KC
65
Kellner Capital
New York
$3.35M +$2.53M +131,358 New
State of New Jersey Common Pension Fund D
66
State of New Jersey Common Pension Fund D
New Jersey
$3.15M -$387K -20,094 -14%
AllianceBernstein
67
AllianceBernstein
Tennessee
$3.14M -$29.8K -1,545 -1%
RVPG
68
Relative Value Partners Group
$2.88M +$57.6K +2,989 +3%
Citadel Advisors
69
Citadel Advisors
Florida
$2.69M -$4.27M -221,815 -68%
State Board of Administration of Florida Retirement System
70
State Board of Administration of Florida Retirement System
Florida
$2.66M -$981K -50,944 -33%
UBS AM
71
UBS AM
Illinois
$2.62M -$78.5K -4,078 -4%
SFI
72
Susquehanna Fundamental Investments
Pennsylvania
$2.6M +$1.27M +65,972 +184%
VIA
73
Vident Investment Advisory
Georgia
$2.53M -$112K -5,800 -6%
N
74
Natixis
France
$2.53M +$621K +32,256 +48%
American Century Companies
75
American Century Companies
Missouri
$2.48M -$1.17M -60,713 -38%
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3
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WDR Hedge Fund Activity: Q4 2020 in Review

222 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Waddell & Reed Financial, Inc. (WDR) for Q4 2020, worth a combined $1.48B — up 40% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new WDR positions and 40 closed out — a net gain of 9 holders — while 45 added to existing stakes and 108 trimmed.

The largest buyer was Alpine Associates Management, opening a new position worth an estimated $30.2M. The largest seller was Fidelity Investments, cutting an estimated $60.4M.

  • 222 institutional investors held Waddell & Reed Financial, Inc. (WDR) as of Q4 2020, up from 214 in Q3 2020.
  • Funds reported $1.48B of Waddell & Reed Financial, Inc. stock for Q4 2020, up 40% quarter-over-quarter.
  • 49 funds opened new Waddell & Reed Financial, Inc. positions in Q4 2020 and 40 closed out, a net change of +9 holders.
  • The largest Waddell & Reed Financial, Inc. buyer in Q4 2020 was Alpine Associates Management, an estimated $30.2M added.
  • The largest Waddell & Reed Financial, Inc. seller in Q4 2020 was Fidelity Investments, an estimated $60.4M sold.

Based on aggregated 13F filings for Q4 2020.