Waddell & Reed Financial, Inc.
WDR
WDR was delisted on the 30th of April, 2021.
213 hedge funds and large institutions have $840M invested in Waddell & Reed Financial, Inc. in 2020 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 64 increasing their positions, 88 reducing their positions, and 34 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5% less funds holding
Funds holding: 224 → 213 (-11)
18% less call options, than puts
Call options by funds: $1.67M | Put options by funds: $2.04M
26% less first-time investments, than exits
New positions opened: 25 | Existing positions closed: 34
27% less repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 88
35% less capital invested
Capital invested by funds: $1.29B → $840M (-$445M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAM
Burgundy Asset Management
Toronto,
Ontario, Canada
|
+$20.6M |
| 2 |
Charles Schwab
San Francisco,
California
|
+$12.3M |
| 3 |
GC
GMT Capital
Atlanta,
Georgia
|
+$8.79M |
| 4 |
YAM
Yacktman Asset Management
Austin,
Texas
|
+$6.71M |
| 5 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$6.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APG Asset Management
Amsterdam,
Netherlands
|
-$24.2M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$18.1M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$17M |
| 4 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$10.6M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$9.5M |
WDR Hedge Fund Activity: Q1 2020 in Review
213 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Waddell & Reed Financial, Inc. (WDR) for Q1 2020, worth a combined $840M — down 35% from $1.29B a quarter earlier.
Sellers outnumbered buyers: 34 funds closed out of WDR and 25 opened new positions — a net loss of 9 holders — while 88 trimmed existing stakes and 64 added.
The largest buyer was Burgundy Asset Management, adding an estimated $20.6M. The largest seller was APG Asset Management, cutting an estimated $24.2M.
- 213 institutional investors held Waddell & Reed Financial, Inc. (WDR) as of Q1 2020, down from 224 in Q4 2019.
- Funds reported $840M of Waddell & Reed Financial, Inc. stock for Q1 2020, down 35% quarter-over-quarter.
- 25 funds opened new Waddell & Reed Financial, Inc. positions in Q1 2020 and 34 closed out, a net change of -9 holders.
- The largest Waddell & Reed Financial, Inc. buyer in Q1 2020 was Burgundy Asset Management, an estimated $20.6M added.
- The largest Waddell & Reed Financial, Inc. seller in Q1 2020 was APG Asset Management, an estimated $24.2M sold.
Based on aggregated 13F filings for Q1 2020.