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WDR

Waddell & Reed Financial, Inc.
WDR

Delisted

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

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252 hedge funds and large institutions have $1.66B invested in Waddell & Reed Financial, Inc. in 2018 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 81 increasing their positions, 84 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 17

7% more funds holding

Funds holding: 235 → 252 (+17)

4% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 84

11% less capital invested

Capital invested by funds: $1.87B → $1.66B (-$208M)

64% less call options, than puts

Call options by funds: $2.53M | Put options by funds: $6.95M

Holders
252
Holders Change
+17
Holders Change %
+7.23%
% of All Funds
5.78%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.07%
New
36
Increased
81
Reduced
84
Closed
17
Calls
$2.53M
Puts
$6.95M
Net Calls
-$4.42M
Net Calls Change
-$9.8M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$13.7M
2
Millennium Management
Millennium Management
New York
+$13.3M
3
FP
Foundry Partners
Minnesota
+$10.8M
4
Citigroup
Citigroup
New York
+$9.85M
5
JIM
Jupiter Investment Management
United Kingdom
+$9.64M

Top Sellers

1
BlackRock
BlackRock
New York
-$138M
2
CC
Carlson Capital
Texas
-$11M
3
Norges Bank
Norges Bank
Norway
-$9.12M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$8.63M
5
State Street
State Street
Massachusetts
-$6.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
101
Stifel Financial
Missouri
$1.56M +$775K +36,664 +91%
CC
102
Cipher Capital
New York
$1.49M +$526K +24,905 +51%
ACI
103
AMP Capital Investors
Australia
$1.47M -$123K -5,800 -7%
DCM
104
Dupont Capital Management
Delaware
$1.38M – – –
VRS
105
Virginia Retirement Systems
Virginia
$1.35M +$42.3K +2,000 +3%
TI
106
Trexquant Investment
Connecticut
$1.33M +$1.15M +54,275 +473%
SCM
107
Sterling Capital Management
North Carolina
$1.25M +$1.31M +61,908 New
HF
108
HRT Financial
New York
$1.24M +$1.3M +61,600 New
State of Tennessee, Department of Treasury
109
State of Tennessee, Department of Treasury
Tennessee
$1.23M -$136K -6,413 -10%
QC
110
Quadrature Capital
United Kingdom
$1.23M +$1.29M +60,860 New
Manulife (Manufacturers Life Insurance)
111
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.21M -$40.8K -1,930 -3%
Balyasny Asset Management
112
Balyasny Asset Management
Illinois
$1.19M +$1.24M +58,886 New
USAA
113
United Services Automobile Association
Texas
$1.18M +$297K +14,071 +32%
SRAM
114
Stone Ridge Asset Management
New York
$1.17M – – –
State Board of Administration of Florida Retirement System
115
State Board of Administration of Florida Retirement System
Florida
$1.15M – – –
Ohio Public Employees Retirement System (OPERS)
116
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.15M +$485K +22,943 +68%
Thrivent Financial for Lutherans
117
Thrivent Financial for Lutherans
Minnesota
$1.13M +$86.2K +4,077 +8%
TPSF
118
Texas Permanent School Fund
Texas
$1.11M -$27.8K -1,315 -2%
PA
119
Pinnacle Associates
New York
$1.11M -$44.4K -2,100 -4%
MAM
120
Martingale Asset Management
Massachusetts
$1.09M +$1.13M +53,700 New
Public Sector Pension Investment Board (PSP Investments)
121
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.07M – – –
AIG
122
American International Group
New York
$1.04M -$285K -13,486 -21%
FP
123
Factorial Partners
New York
$1.01M -$338K -16,000 -24%
AAA
124
Adams Asset Advisors
Texas
$999K – – –
ISL
125
Ingalls & Snyder LLC
New York
$997K – – –
3 4
5
6 7

WDR Hedge Fund Activity: Q1 2018 in Review

252 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Waddell & Reed Financial, Inc. (WDR) for Q1 2018, worth a combined $1.66B — down 11% from $1.87B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new WDR positions and 17 closed out — a net gain of 19 holders — while 81 added to existing stakes and 84 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $13.7M. The largest seller was BlackRock, cutting an estimated $138M.

  • 252 institutional investors held Waddell & Reed Financial, Inc. (WDR) as of Q1 2018, up from 235 in Q4 2017.
  • Funds reported $1.66B of Waddell & Reed Financial, Inc. stock for Q1 2018, down 11% quarter-over-quarter.
  • 36 funds opened new Waddell & Reed Financial, Inc. positions in Q1 2018 and 17 closed out, a net change of +19 holders.
  • The largest Waddell & Reed Financial, Inc. buyer in Q1 2018 was Arrowstreet Capital, an estimated $13.7M added.
  • The largest Waddell & Reed Financial, Inc. seller in Q1 2018 was BlackRock, an estimated $138M sold.

Based on aggregated 13F filings for Q1 2018.