Waddell & Reed Financial, Inc.
WDR
WDR was delisted on the 30th of April, 2021.
252 hedge funds and large institutions have $1.66B invested in Waddell & Reed Financial, Inc. in 2018 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 81 increasing their positions, 84 reducing their positions, and 17 closing their positions.
112% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 17
7% more funds holding
Funds holding: 235 → 252 (+17)
4% less repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 84
11% less capital invested
Capital invested by funds: $1.87B → $1.66B (-$208M)
64% less call options, than puts
Call options by funds: $2.53M | Put options by funds: $6.95M
Top Buyers
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$13.7M |
| 2 |
Millennium Management
New York
|
+$13.3M |
| 3 |
FP
Foundry Partners
Minneapolis,
Minnesota
|
+$10.8M |
| 4 |
Citigroup
New York
|
+$9.85M |
| 5 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
+$9.64M |
Top Sellers
| 1 |
BlackRock
New York
|
-$138M |
| 2 |
CC
Carlson Capital
Dallas,
Texas
|
-$11M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$9.12M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
-$8.63M |
| 5 |
State Street
Boston,
Massachusetts
|
-$6.08M |
WDR Hedge Fund Activity: Q1 2018 in Review
252 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Waddell & Reed Financial, Inc. (WDR) for Q1 2018, worth a combined $1.66B — down 11% from $1.87B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new WDR positions and 17 closed out — a net gain of 19 holders — while 81 added to existing stakes and 84 trimmed.
The largest buyer was Arrowstreet Capital, adding an estimated $13.7M. The largest seller was BlackRock, cutting an estimated $138M.
- 252 institutional investors held Waddell & Reed Financial, Inc. (WDR) as of Q1 2018, up from 235 in Q4 2017.
- Funds reported $1.66B of Waddell & Reed Financial, Inc. stock for Q1 2018, down 11% quarter-over-quarter.
- 36 funds opened new Waddell & Reed Financial, Inc. positions in Q1 2018 and 17 closed out, a net change of +19 holders.
- The largest Waddell & Reed Financial, Inc. buyer in Q1 2018 was Arrowstreet Capital, an estimated $13.7M added.
- The largest Waddell & Reed Financial, Inc. seller in Q1 2018 was BlackRock, an estimated $138M sold.
Based on aggregated 13F filings for Q1 2018.