Waddell & Reed Financial, Inc.
WDR
WDR was delisted on the 30th of April, 2021.
248 hedge funds and large institutions have $1.44B invested in Waddell & Reed Financial, Inc. in 2016 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 86 increasing their positions, 77 reducing their positions, and 33 closing their positions.
65% more call options, than puts
Call options by funds: $8.74M | Put options by funds: $5.31M
48% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 33
15% more capital invested
Capital invested by funds: $1.25B → $1.44B (+$186M)
12% more repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 77
5% more funds holding
Funds holding: 237 → 248 (+11)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$31.9M |
| 2 |
VBA
Van Berkom & Associates
Montreal,
Quebec, Canada
|
+$29.7M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$13.6M |
| 4 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$8.3M |
| 5 |
GF
Gabelli Funds
Rye,
New York
|
+$7.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$42.6M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
-$6.45M |
| 3 |
ACM
Argent Capital Management
St Louis,
Missouri
|
-$5.61M |
| 4 |
Millennium Management
New York
|
-$5.29M |
| 5 |
Goldman Sachs
New York
|
-$4.2M |
WDR Hedge Fund Activity: Q4 2016 in Review
248 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Waddell & Reed Financial, Inc. (WDR) for Q4 2016, worth a combined $1.44B — up 15% from $1.25B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new WDR positions and 33 closed out — a net gain of 16 holders — while 86 added to existing stakes and 77 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $31.9M. The largest seller was T. Rowe Price Associates, cutting an estimated $42.6M.
- 248 institutional investors held Waddell & Reed Financial, Inc. (WDR) as of Q4 2016, up from 237 in Q3 2016.
- Funds reported $1.44B of Waddell & Reed Financial, Inc. stock for Q4 2016, up 15% quarter-over-quarter.
- 49 funds opened new Waddell & Reed Financial, Inc. positions in Q4 2016 and 33 closed out, a net change of +16 holders.
- The largest Waddell & Reed Financial, Inc. buyer in Q4 2016 was Fidelity Investments, an estimated $31.9M added.
- The largest Waddell & Reed Financial, Inc. seller in Q4 2016 was T. Rowe Price Associates, an estimated $42.6M sold.
Based on aggregated 13F filings for Q4 2016.