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WDR

Waddell & Reed Financial, Inc.
WDR

Delisted

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

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: 1991 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
TRSOTSOK
126
Teachers Retirement System of the State of Kentucky
Kentucky
-$512K -20,420 Closed
MIM
127
MetLife Investment Management
New Jersey
-$502K -20,057 Closed
VF
128
Virtu Financial
New York
-$473K -18,885 Closed
ProShare Advisors
129
ProShare Advisors
Maryland
-$458K -18,274 Closed
ASRS
130
Arizona State Retirement System
Arizona
-$433K -17,297 Closed
UA
131
Unison Advisors
District of Columbia
-$433K -17,284 Closed
Bank of Montreal
132
Bank of Montreal
Ontario, Canada
-$419K -16,804 Closed
WIC
133
Water Island Capital
New York
-$418K -16,685 Closed
AQR Capital Management
134
AQR Capital Management
Connecticut
-$415K -16,563 Closed
MLICM
135
Metropolitan Life Insurance Company (MetLife)
New York
-$412K -16,452 Closed
Allianz Asset Management
136
Allianz Asset Management
Germany
-$407K -16,241 Closed
FCI
137
Financial Counselors Inc
Kansas
-$401K -16,000 Closed
FTCM
138
First Trust Capital Management
Illinois
-$397K -15,837 Closed
GAM
139
Gotham Asset Management
New York
-$374K -14,922 Closed
Public Employees Retirement Association of Colorado
140
Public Employees Retirement Association of Colorado
Colorado
-$366K -14,624 Closed
LPL Financial
141
LPL Financial
California
-$340K -13,570 Closed
SSA
142
Schonfeld Strategic Advisors
New York
-$338K -13,475 Closed
Osaic Holdings
143
Osaic Holdings
Arizona
-$330K -13,159 Closed
State of Wisconsin Investment Board
144
State of Wisconsin Investment Board
Wisconsin
-$323K -12,900 Closed
KPF
145
K2 Principal Fund
Ontario, Canada
-$306K -12,200 Closed
QT
146
Quantbot Technologies
New York
-$304K -12,173 Closed
KA
147
Kovack Advisors
Florida
-$289K -11,540 Closed
Natixis Advisors
148
Natixis Advisors
Massachusetts
-$276K -11,046 Closed
MPM
149
Meritage Portfolio Management
Kansas
-$273K -10,900 Closed
HighTower Advisors
150
HighTower Advisors
Illinois
-$262K -10,444 Closed

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.