Waddell & Reed Financial, Inc.
WDR
WDR was delisted on the 30th of April, 2021.
296 hedge funds and large institutions have $3.63B invested in Waddell & Reed Financial, Inc. in 2015 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 93 increasing their positions, 116 reducing their positions, and 59 closing their positions.
320% more call options, than puts
Call options by funds: $2.27M | Put options by funds: $540K
4% more capital invested
Capital invested by funds: $3.49B → $3.63B (+$134M)
6% less funds holding
Funds holding: 315 → 296 (-19)
20% less repeat investments, than reductions
Existing positions increased: 93 | Existing positions reduced: 116
22% less first-time investments, than exits
New positions opened: 46 | Existing positions closed: 59
100% less funds holding in top 10
Funds holding in top 10: 3 → 0 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$164M |
| 2 |
LCOV
London Company of Virginia
Richmond,
Virginia
|
+$143M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
+$48.5M |
| 4 |
HCM
Hamlin Capital Management
New York
|
+$46.1M |
| 5 |
RA
Royce & Associates
New York
|
+$45.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$67.6M |
| 2 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$33.7M |
| 3 |
Millennium Management
New York
|
-$24.2M |
| 4 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
-$23.7M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$23.1M |
WDR Hedge Fund Activity: Q1 2015 in Review
296 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Waddell & Reed Financial, Inc. (WDR) for Q1 2015, worth a combined $3.63B — up 3.8% from $3.49B a quarter earlier.
Sellers outnumbered buyers: 59 funds closed out of WDR and 46 opened new positions — a net loss of 13 holders — while 116 trimmed existing stakes and 93 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $164M. The largest seller was Wellington Management Group, cutting an estimated $67.6M.
- 296 institutional investors held Waddell & Reed Financial, Inc. (WDR) as of Q1 2015, down from 315 in Q4 2014.
- Funds reported $3.63B of Waddell & Reed Financial, Inc. stock for Q1 2015, up 3.8% quarter-over-quarter.
- 46 funds opened new Waddell & Reed Financial, Inc. positions in Q1 2015 and 59 closed out, a net change of -13 holders.
- The largest Waddell & Reed Financial, Inc. buyer in Q1 2015 was T. Rowe Price Associates, an estimated $164M added.
- The largest Waddell & Reed Financial, Inc. seller in Q1 2015 was Wellington Management Group, an estimated $67.6M sold.
Based on aggregated 13F filings for Q1 2015.