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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
WGA
101
Weather Gauge Advisory
Virginia
– -$890K -35,549 Closed
Manulife (Manufacturers Life Insurance)
102
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$868K -34,647 Closed
CSS
103
Cubist Systematic Strategies
Connecticut
– -$840K -33,516 Closed
Victory Capital Management
104
Victory Capital Management
Texas
– -$804K -32,077 Closed
VI
105
Versor Investments
New York
– -$760K -30,355 Closed
AC
106
Athanor Capital
New York
– -$754K -30,095 Closed
CL
107
CSS LLC
Illinois
– -$752K -30,000 Closed
Citigroup
108
Citigroup
New York
– -$743K -29,628 Closed
FP
109
Factorial Partners
New York
– -$726K -29,000 Closed
LSERS
110
Louisiana State Employees Retirement System
Louisiana
– -$709K -28,300 Closed
Brown Advisory
111
Brown Advisory
Maryland
– -$703K -28,086 Closed
Stifel Financial
112
Stifel Financial
Missouri
– -$702K -28,018 Closed
GC
113
Guggenheim Capital
Illinois
– -$678K -27,072 Closed
SIM
114
SummerHaven Investment Management
Connecticut
– -$661K -26,405 Closed
VOYA Investment Management
115
VOYA Investment Management
Georgia
– -$654K -26,099 Closed
OPERF
116
Oregon Public Employees Retirement Fund
Oregon
– -$644K -25,701 Closed
Two Sigma Advisers
117
Two Sigma Advisers
New York
– -$616K -24,600 Closed
SEC
118
Seven Eight Capital
New York
– -$611K -24,000 Closed
Susquehanna International Group
119
Susquehanna International Group
Pennsylvania
– -$585K -23,368 Closed
TRCT
120
Tower Research Capital (TRC)
New York
– -$557K -22,232 Closed
State of Tennessee, Department of Treasury
121
State of Tennessee, Department of Treasury
Tennessee
– -$555K -22,162 Closed
CI Investments Inc
122
CI Investments Inc
Ontario, Canada
– -$528K -21,090 Closed
Squarepoint
123
Squarepoint
New York
– -$517K -20,635 Closed
MSL
124
Mackay Shields LLC
New York
– -$513K -20,500 Closed
WI
125
WBI Investments
New Jersey
– -$512K -20,453 Closed
3 4
5
6 7

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.