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WDR

Waddell & Reed Financial, Inc.
WDR

Delisted

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

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248 hedge funds and large institutions have $1.72B invested in Waddell & Reed Financial, Inc. in 2018 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 79 increasing their positions, 91 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more call options, than puts

Call options by funds: $3.44M | Put options by funds: $1.19M

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

42% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 24

20% more capital invested

Capital invested by funds: $1.43B → $1.72B (+$286M)

4% more funds holding

Funds holding: 239 → 248 (+9)

13% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 91

Holders
248
Holders Change
+9
Holders Change %
+3.77%
% of All Funds
5.67%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
34
Increased
79
Reduced
91
Closed
24
Calls
$3.44M
Puts
$1.19M
Net Calls
+$2.25M
Net Calls Change
+$1.22M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$22.3M
2
Wells Fargo
Wells Fargo
California
+$16.4M
3
WI
WBI Investments
New Jersey
+$8.94M
4
Brown Advisory
Brown Advisory
Maryland
+$6.5M
5
GLA
Great Lakes Advisors
Illinois
+$5.8M

Top Sellers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$30.6M
2
JIM
Jupiter Investment Management
United Kingdom
-$8.44M
3
AAMU
Amundi Asset Management US
Massachusetts
-$7.23M
4
TCIM
TIAA CREF Investment Management
New York
-$5.41M
5
Millennium Management
Millennium Management
New York
-$4.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
GH
101
GAM Holding
Switzerland
$1.36M +$50.9K +2,531 +4%
Holocene Advisors
102
Holocene Advisors
New York
$1.31M +$666K +33,113 +115%
AIG
103
American International Group
New York
$1.3M -$11.2K -559 -0.9%
Allianz Asset Management
104
Allianz Asset Management
Germany
$1.24M -$1.06M -52,717 -47%
MAM
105
Martingale Asset Management
Massachusetts
$1.23M +$1.17M +58,163 New
BLA
106
Balter Liquid Alternatives
Massachusetts
$1.22M +$124K +6,186 +12%
Public Sector Pension Investment Board (PSP Investments)
107
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.22M +$95.1K +4,730 +9%
State Board of Administration of Florida Retirement System
108
State Board of Administration of Florida Retirement System
Florida
$1.21M – – –
BCM
109
BlueCrest Capital Management
Jersey
$1.18M +$567K +28,179 +102%
Thrivent Financial for Lutherans
110
Thrivent Financial for Lutherans
Minnesota
$1.15M -$43.7K -2,173 -4%
State of Tennessee, Department of Treasury
111
State of Tennessee, Department of Treasury
Tennessee
$1.09M -$113K -5,618 -10%
USAA
112
United Services Automobile Association
Texas
$1.08M -$146K -7,240 -12%
Manulife (Manufacturers Life Insurance)
113
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.07M -$174K -8,650 -15%
OSAM
114
O'Shaughnessy Asset Management
Connecticut
$1.07M +$16.5K +819 +2%
TPSF
115
Texas Permanent School Fund
Texas
$1.06M -$55.5K -2,762 -5%
FP
116
Factorial Partners
New York
$1.06M – – –
SRAM
117
Stone Ridge Asset Management
New York
$1.05M +$12.1K +600 +1%
ISL
118
Ingalls & Snyder LLC
New York
$1.04M – – –
Ohio Public Employees Retirement System (OPERS)
119
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.04M -$151K -7,514 -13%
Royal Bank of Canada
120
Royal Bank of Canada
Ontario, Canada
$967K +$19.5K +969 +2%
Victory Capital Management
121
Victory Capital Management
Texas
$966K +$60.8K +3,023 +7%
HAG
122
HighPoint Advisor Group
Illinois
$873K +$857K +42,614 New
Stifel Financial
123
Stifel Financial
Missouri
$829K -$14.8K -737 -2%
O
124
OppenheimerFunds
New York
$808K +$13.5K +672 +2%
CIC
125
Cornercap Investment Counsel
Georgia
$804K +$764K +37,975 New
3 4
5
6 7

WDR Hedge Fund Activity: Q3 2018 in Review

248 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Waddell & Reed Financial, Inc. (WDR) for Q3 2018, worth a combined $1.72B — up 20% from $1.43B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new WDR positions and 24 closed out — a net gain of 10 holders — while 79 added to existing stakes and 91 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $22.3M. The largest seller was Schroder Investment Management Group, cutting an estimated $30.6M.

  • 248 institutional investors held Waddell & Reed Financial, Inc. (WDR) as of Q3 2018, up from 239 in Q2 2018.
  • Funds reported $1.72B of Waddell & Reed Financial, Inc. stock for Q3 2018, up 20% quarter-over-quarter.
  • 34 funds opened new Waddell & Reed Financial, Inc. positions in Q3 2018 and 24 closed out, a net change of +10 holders.
  • The largest Waddell & Reed Financial, Inc. buyer in Q3 2018 was Citadel Advisors, an estimated $22.3M added.
  • The largest Waddell & Reed Financial, Inc. seller in Q3 2018 was Schroder Investment Management Group, an estimated $30.6M sold.

Based on aggregated 13F filings for Q3 2018.