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WDR

Waddell & Reed Financial, Inc.
WDR

Delisted

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

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1 hedge funds and large institutions have $216K invested in Waddell & Reed Financial, Inc. in 2021 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 0 reducing their positions, and 197 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% less funds holding

Funds holding: 199 → 1 (-198)

100% less capital invested

Capital invested by funds: $1.35B → $216K (-$1.35B)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 197

Holders
1
Holders Change
-198
Holders Change %
-99.5%
% of All Funds
0.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
–
Reduced
–
Closed
197
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$254M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$171M
3
BAM
Burgundy Asset Management
Ontario, Canada
-$84M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$59.9M
5
State Street
State Street
Massachusetts
-$54.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Public Sector Pension Investment Board (PSP Investments)
51
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
– -$3.23M -128,880 Closed
American Century Companies
52
American Century Companies
Missouri
– -$3.08M -122,964 Closed
New York State Teachers Retirement System (NYSTRS)
53
New York State Teachers Retirement System (NYSTRS)
New York
– -$3.02M -120,459 Closed
LSV Asset Management
54
LSV Asset Management
Illinois
– -$3.01M -120,100 Closed
SFI
55
Susquehanna Fundamental Investments
Pennsylvania
– -$2.98M -119,112 Closed
First Trust Advisors
56
First Trust Advisors
Illinois
– -$2.96M -118,057 Closed
AllianceBernstein
57
AllianceBernstein
Tennessee
– -$2.62M -104,609 Closed
RVPG
58
Relative Value Partners Group
– -$2.56M -102,181 Closed
CCM
59
Chicago Capital Management
Illinois
– -$2.55M -101,877 Closed
HF
60
HRT Financial
New York
– -$2.53M -100,920 Closed
SG Americas Securities
61
SG Americas Securities
New York
– -$2.46M -98,308 Closed
State of New Jersey Common Pension Fund D
62
State of New Jersey Common Pension Fund D
New Jersey
– -$2.4M -95,628 Closed
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
– -$2.32M -92,612 Closed
BAM
64
Blueshift Asset Management
New Jersey
– -$2.27M -90,514 Closed
TD Asset Management
65
TD Asset Management
Ontario, Canada
– -$2.26M -90,100 Closed
CIM
66
Cambria Investment Management
California
– -$2.24M -89,349 Closed
NAM
67
Nexpoint Asset Management
Texas
– -$2.05M -81,954 Closed
Two Sigma Investments
68
Two Sigma Investments
New York
– -$2.02M -80,455 Closed
State Board of Administration of Florida Retirement System
69
State Board of Administration of Florida Retirement System
Florida
– -$2M -79,713 Closed
Prudential Financial
70
Prudential Financial
New Jersey
– -$1.78M -71,002 Closed
Russell Investments Group
71
Russell Investments Group
United Kingdom
– -$1.77M -70,825 Closed
HSBC Holdings
72
HSBC Holdings
United Kingdom
– -$1.77M -70,639 Closed
SEI Investments
73
SEI Investments
Pennsylvania
– -$1.74M -68,345 Closed
UBS AM
74
UBS AM
Illinois
– -$1.61M -64,065 Closed
Comerica Bank
75
Comerica Bank
Texas
– -$1.57M -62,825 Closed
1 2
3
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WDR Hedge Fund Activity: Q2 2021 in Review

1 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Waddell & Reed Financial, Inc. (WDR) for Q2 2021, worth a combined $216K — down 100% from $1.35B a quarter earlier.

Sellers outnumbered buyers: 197 funds closed out of WDR and 0 opened new positions — a net loss of 197 holders — while 0 trimmed existing stakes and 0 added.

The largest seller was BlackRock, exiting entirely with an estimated $254M sold.

  • 1 institutional investor held Waddell & Reed Financial, Inc. (WDR) as of Q2 2021, down from 199 in Q1 2021.
  • Funds reported $216K of Waddell & Reed Financial, Inc. stock for Q2 2021, down 100% quarter-over-quarter.
  • 0 funds opened new Waddell & Reed Financial, Inc. positions in Q2 2021 and 197 closed out, a net change of -197 holders.
  • The largest Waddell & Reed Financial, Inc. seller in Q2 2021 was BlackRock, an estimated $254M sold.

Based on aggregated 13F filings for Q2 2021.