WDR
Waddell & Reed Financial, Inc.
WDR
WDR
Delisted
WDR was delisted on the 30th of April, 2021.
327 hedge funds and large institutions have $5.25B invested in Waddell & Reed Financial, Inc. in 2014 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 123 increasing their positions, 126 reducing their positions, and 35 closing their positions.
New
Increased
Maintained
Reduced
Closed
more capital invested
Capital invested by funds: $ → $
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding in top 10
Funds holding in top 10: →
less funds holding
Funds holding: →
2% less repeat investments, than reductions
Existing positions increased: 123 | Existing positions reduced: 126
71% less call options, than puts
Call options by funds: $3.78M | Put options by funds: $13.1M
Holders
327
Holding in Top 10
3
Calls
$3.78M
Puts
$13.1M
Top Buyers
| 1 | +$87.1M | |
| 2 | +$23.8M | |
| 3 | +$22.8M | |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$22M |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$17.9M |
Top Sellers
| 1 | -$50.7M | |
| 2 | -$34.1M | |
| 3 | -$23.1M | |
| 4 |
LCP
Lombardia Capital Partners
Pasadena,
California
|
-$17M |
| 5 |
EIP
Epoch Investment Partners
New York
|
-$15.7M |