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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
QI
76
QS Investors
New York
– -$1.52M -60,586 Closed
New York State Common Retirement Fund
77
New York State Common Retirement Fund
New York
– -$1.43M -57,000 Closed
Canada Life
78
Canada Life
Manitoba, Canada
– -$1.41M -56,202 Closed
BC
79
Burney Company
Virginia
– -$1.39M -55,617 Closed
RA
80
Royce & Associates
New York
– -$1.38M -55,147 Closed
WG
81
Winton Group
United Kingdom
– -$1.33M -53,215 Closed
Thrivent Financial for Lutherans
82
Thrivent Financial for Lutherans
Minnesota
– -$1.28M -51,077 Closed
CC
83
Centiva Capital
New York
– -$1.25M -50,000 Closed
ISL
84
Ingalls & Snyder LLC
New York
– -$1.23M -49,000 Closed
COPPSERS
85
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
– -$1.2M -47,952 Closed
T. Rowe Price Associates
86
T. Rowe Price Associates
Maryland
– -$1.19M -47,325 Closed
TPSF
87
Texas Permanent School Fund
Texas
– -$1.16M -46,453 Closed
PCM
88
Prelude Capital Management
New York
– -$1.15M -46,065 Closed
Deutsche Bank
89
Deutsche Bank
Germany
– -$1.14M -45,629 Closed
Qube Research & Technologies (QRT)
90
Qube Research & Technologies (QRT)
United Kingdom
– -$1.08M -43,241 Closed
SOADOR
91
State of Alaska Department of Revenue
Alaska
– -$1.05M -42,089 Closed
JMPWA
92
JP Morgan Private Wealth Advisors
California
– -$1.04M -41,454 Closed
AIG
93
American International Group
New York
– -$1.03K -40,962 Closed
Nisa Investment Advisors
94
Nisa Investment Advisors
Missouri
– -$1.01K -40,300 Closed
DILIC
95
Dai-ichi Life Insurance Company
Japan
– -$1M -40,000 Closed
Royal Bank of Canada
96
Royal Bank of Canada
Ontario, Canada
– -$994K -39,695 Closed
Ohio Public Employees Retirement System (OPERS)
97
Ohio Public Employees Retirement System (OPERS)
Ohio
– -$930K -37,144 Closed
MTCM
98
Mint Tower Capital Management
Netherlands
– -$920K -37,100 Closed
Mitsubishi UFJ Trust & Banking
99
Mitsubishi UFJ Trust & Banking
Japan
– -$914K -35,888 Closed
KBC Group
100
KBC Group
Belgium
– -$892K -35,584 Closed
2 3
4
5 6

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.