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WDR

Waddell & Reed Financial, Inc.
WDR

Delisted

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

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307 hedge funds and large institutions have $3.68B invested in Waddell & Reed Financial, Inc. in 2014 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 104 increasing their positions, 134 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

264% more call options, than puts

Call options by funds: $11.9M | Put options by funds: $3.27M

8% less funds holding

Funds holding: 334 → 307 (-27)

20% less capital invested

Capital invested by funds: $4.59B → $3.68B (-$912M)

22% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 134

45% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 53

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
307
Holders Change
-27
Holders Change %
-8.08%
% of All Funds
8.91%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
29
Increased
104
Reduced
134
Closed
53
Calls
$11.9M
Puts
$3.27M
Net Calls
+$8.64M
Net Calls Change
+$10.7M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$202M
2
Citadel Advisors
Citadel Advisors
Florida
+$52.2M
3
Invesco
Invesco
Georgia
+$41M
4
BIT
BlackRock Institutional Trust
California
+$34M
5
American Century Companies
American Century Companies
Missouri
+$26.3M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
-$165M
2
AL
AJO LP
Pennsylvania
-$62.7M
3
Principal Financial Group
Principal Financial Group
Iowa
-$46.8M
4
Norges Bank
Norges Bank
Norway
-$43.5M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$33.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
SOMRS
151
State of Michigan Retirement System
Michigan
$2.07M -$5.57K -100 -0.2%
AL
152
Airain Ltd
Guernsey
$2.05M -$783K -14,054 -26%
LOAMS
153
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.03M +$2.18M +39,112 New
AIP
154
Ameritas Investment Partners
Nebraska
$2M -$10.7K -193 -0.5%
CCM
155
Channing Capital Management
Illinois
$2M +$588K +10,558 +38%
AAM
156
Auxier Asset Management
Oregon
$1.81M – – –
Tudor Investment Corp
157
Tudor Investment Corp
Connecticut
$1.79M +$625K +11,230 +48%
N
158
Nuveen
North Carolina
$1.79M -$12.3K -221 -0.6%
PAM
159
Panagora Asset Management
Massachusetts
$1.68M -$14M -252,020 -89%
DCM
160
Dynamic Capital Management
Jersey
$1.66M +$183K +3,284 +11%
OC
161
Oppenheimer & Co
New York
$1.65M +$1.78M +32,000 New
Verition Fund Management
162
Verition Fund Management
Connecticut
$1.65M +$1.77M +31,832 New
DGHMC
163
Dalton, Greiner, Hartman, Maher & Co
New York
$1.62M +$539K +9,676 +45%
IP
164
Interval Partners
New York
$1.59M -$111K -2,000 -6%
WBC
165
Westpac Banking Corp
Australia
$1.58M – – –
1SB
166
1ST Source Bank
Indiana
$1.58M -$250K -4,481 -13%
SCM
167
Stevens Capital Management
Pennsylvania
$1.55M -$3.78M -67,813 -69%
KFC
168
Klingenstein Fields & Co
New York
$1.47M – – –
BIM
169
Bogle Investment Management
Massachusetts
$1.45M -$328K -5,893 -17%
LMGAM
170
Liberty Mutual Group Asset Management
Massachusetts
$1.42M +$9.97K +179 +0.7%
FA
171
FDx Advisors
Illinois
$1.42M -$260K -4,677 -15%
CC
172
Cipher Capital
New York
$1.41M +$697K +12,511 +85%
ARTA
173
A.R.T. Advisors
New York
$1.39M -$3.47M -62,276 -70%
FCI
174
Financial Counselors Inc
Kansas
$1.38M -$1.34K -24 -0.1%
VRS
175
Virginia Retirement Systems
Virginia
$1.36M +$128K +2,300 +10%
5 6
7
8 9

WDR Hedge Fund Activity: Q3 2014 in Review

307 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Waddell & Reed Financial, Inc. (WDR) for Q3 2014, worth a combined $3.68B — down 20% from $4.59B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of WDR and 29 opened new positions — a net loss of 24 holders — while 134 trimmed existing stakes and 104 added.

The largest buyer was Fidelity Investments, adding an estimated $202M. The largest seller was Jennison Associates, cutting an estimated $165M.

  • 307 institutional investors held Waddell & Reed Financial, Inc. (WDR) as of Q3 2014, down from 334 in Q2 2014.
  • Funds reported $3.68B of Waddell & Reed Financial, Inc. stock for Q3 2014, down 20% quarter-over-quarter.
  • 29 funds opened new Waddell & Reed Financial, Inc. positions in Q3 2014 and 53 closed out, a net change of -24 holders.
  • The largest Waddell & Reed Financial, Inc. buyer in Q3 2014 was Fidelity Investments, an estimated $202M added.
  • The largest Waddell & Reed Financial, Inc. seller in Q3 2014 was Jennison Associates, an estimated $165M sold.

Based on aggregated 13F filings for Q3 2014.