Waddell & Reed Financial, Inc.
WDR
WDR was delisted on the 30th of April, 2021.
239 hedge funds and large institutions have $1.43B invested in Waddell & Reed Financial, Inc. in 2018 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 71 increasing their positions, 96 reducing their positions, and 32 closing their positions.
45% more call options, than puts
Call options by funds: $3.32M | Put options by funds: $2.29M
5% less funds holding
Funds holding: 252 → 239 (-13)
14% less capital invested
Capital invested by funds: $1.66B → $1.43B (-$229M)
26% less repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 96
31% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 32
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| 1 |
BlackRock
New York
|
+$33.4M |
| 2 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$9.66M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$8.26M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$5.82M |
| 5 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
+$5.53M |
Top Sellers
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$16M |
| 2 |
CEP
Chicago Equity Partners
Chicago,
Illinois
|
-$10.7M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$8.72M |
| 4 |
Man Group
London,
United Kingdom
|
-$8.58M |
| 5 |
PP
Paloma Partners
Greenwich,
Connecticut
|
-$8.56M |
WDR Hedge Fund Activity: Q2 2018 in Review
239 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Waddell & Reed Financial, Inc. (WDR) for Q2 2018, worth a combined $1.43B — down 14% from $1.66B a quarter earlier.
Sellers outnumbered buyers: 32 funds closed out of WDR and 22 opened new positions — a net loss of 10 holders — while 96 trimmed existing stakes and 71 added.
The largest buyer was BlackRock, adding an estimated $33.4M. The largest seller was Arrowstreet Capital, cutting an estimated $16M.
- 239 institutional investors held Waddell & Reed Financial, Inc. (WDR) as of Q2 2018, down from 252 in Q1 2018.
- Funds reported $1.43B of Waddell & Reed Financial, Inc. stock for Q2 2018, down 14% quarter-over-quarter.
- 22 funds opened new Waddell & Reed Financial, Inc. positions in Q2 2018 and 32 closed out, a net change of -10 holders.
- The largest Waddell & Reed Financial, Inc. buyer in Q2 2018 was BlackRock, an estimated $33.4M added.
- The largest Waddell & Reed Financial, Inc. seller in Q2 2018 was Arrowstreet Capital, an estimated $16M sold.
Based on aggregated 13F filings for Q2 2018.