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WDR

Waddell & Reed Financial, Inc.
WDR

Delisted

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

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218 hedge funds and large institutions have $1.55B invested in Waddell & Reed Financial, Inc. in 2017 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 93 increasing their positions, 68 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

289% more call options, than puts

Call options by funds: $11.9M | Put options by funds: $3.05M

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

37% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 68

18% more capital invested

Capital invested by funds: $1.31B → $1.55B (+$239M)

4% less funds holding

Funds holding: 227 → 218 (-9)

22% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 36

Holders
218
Holders Change
-9
Holders Change %
-3.96%
% of All Funds
5.44%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
28
Increased
93
Reduced
68
Closed
36
Calls
$11.9M
Puts
$3.05M
Net Calls
+$8.83M
Net Calls Change
+$2.2M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$36M
2
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
+$15.1M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$13.7M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$13.4M
5
Capital World Investors
Capital World Investors
California
+$12.7M

Top Sellers

1
PA
Pinnacle Associates
New York
-$13.1M
2
State Street
State Street
Massachusetts
-$9.29M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$8.61M
4
Prudential Financial
Prudential Financial
New Jersey
-$5.97M
5
Charles Schwab
Charles Schwab
California
-$4.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
151
Heathbridge Capital Management
Ontario, Canada
$281K -$61.5K -3,500 -19%
PWS
152
Peloton Wealth Strategists
Indiana
$279K -$522K -29,700 -67%
CSS
153
Cubist Systematic Strategies
Connecticut
$265K +$247K +14,045 New
PA
154
Profund Advisors
Maryland
$250K -$82.1K -4,676 -26%
BLA
155
Balter Liquid Alternatives
Massachusetts
$244K +$227K +12,930 New
BPM
156
Bowling Portfolio Management
Ohio
$239K +$222K +12,664 New
Franklin Resources
157
Franklin Resources
California
$238K +$8.38K +477 +4%
AB
158
Amalgamated Bank
New York
$209K -$1.88K -107 -1%
BIM
159
Bridgecreek Investment Management
Oklahoma
$208K – – –
CIBC World Market
160
CIBC World Market
Ontario, Canada
$205K +$190K +10,846 New
CG
161
Clinton Group
New York
$204K -$1.76M -100,416 -90%
CIBC Asset Management
162
CIBC Asset Management
Ontario, Canada
$194K +$181K +10,300 New
Simplex Trading
163
Simplex Trading
Illinois
$191K -$92.8K -5,287 -34%
First Manhattan
164
First Manhattan
New York
$189K – – –
PSUF
165
People's United Financial
Connecticut
$179K -$94.3K -5,372 -36%
CMBA
166
C.M. Bidwell & Associates
Hawaii
$173K +$161K +9,180 New
FCM
167
Flinton Capital Management
Pennsylvania
$170K +$70.5K +4,012 +80%
TAM
168
Tyers Asset Management
Texas
$140K +$58K +3,304 +80%
AIP
169
Ameritas Investment Partners
Nebraska
$129K -$437K -24,864 -78%
RCM
170
Riverhead Capital Management
Delaware
$125K +$51.3K +2,924 +79%
CG
171
Cutler Group
California
$123K -$201K -11,470 -64%
NA
172
Neuburgh Advisers
California
$110K +$45.6K +2,596 +80%
MRCM
173
M&R Capital Management
New Jersey
$101K – – –
PAM
174
Panagora Asset Management
Massachusetts
$86K – – –
US Bancorp
175
US Bancorp
Minnesota
$82K -$808 -46 -1%
5 6
7
8 9

WDR Hedge Fund Activity: Q2 2017 in Review

218 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Waddell & Reed Financial, Inc. (WDR) for Q2 2017, worth a combined $1.55B — up 18% from $1.31B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of WDR and 28 opened new positions — a net loss of 8 holders — while 68 trimmed existing stakes and 93 added.

The largest buyer was Fidelity Investments, adding an estimated $36M. The largest seller was Pinnacle Associates, cutting an estimated $13.1M.

  • 218 institutional investors held Waddell & Reed Financial, Inc. (WDR) as of Q2 2017, down from 227 in Q1 2017.
  • Funds reported $1.55B of Waddell & Reed Financial, Inc. stock for Q2 2017, up 18% quarter-over-quarter.
  • 28 funds opened new Waddell & Reed Financial, Inc. positions in Q2 2017 and 36 closed out, a net change of -8 holders.
  • The largest Waddell & Reed Financial, Inc. buyer in Q2 2017 was Fidelity Investments, an estimated $36M added.
  • The largest Waddell & Reed Financial, Inc. seller in Q2 2017 was Pinnacle Associates, an estimated $13.1M sold.

Based on aggregated 13F filings for Q2 2017.