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WDR

Waddell & Reed Financial, Inc.
WDR

Delisted

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

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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: 199 → 1 (-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
–

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$254M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$171M
3
BAM
Burgundy Asset Management
Ontario, Canada
-$84M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$59.9M
5
State Street
State Street
Massachusetts
-$54.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
151
Everence Capital Management
Indiana
– -$254K -10,140 Closed
H
152
Hexavest
Quebec, Canada
– -$249K -9,943 Closed
CIBC World Market
153
CIBC World Market
Ontario, Canada
– -$233K -9,310 Closed
Envestnet Asset Management
154
Envestnet Asset Management
Illinois
– -$233K -9,296 Closed
US Bancorp
155
US Bancorp
Minnesota
– -$231K -9,257 Closed
MOACM
156
Mutual of America Capital Management
New York
– -$208K -8,304 Closed
OIA
157
OneDigital Investment Advisors
Kansas
– -$204K -8,144 Closed
PA
158
Profund Advisors
Maryland
– -$200K -7,993 Closed
EVM
159
Eaton Vance Management
Massachusetts
– -$175K -7,004 Closed
PNC Financial Services Group
160
PNC Financial Services Group
Pennsylvania
– -$169K -6,761 Closed
OC
161
Oakworth Capital
Alabama
– -$164K -6,537 Closed
CAPTRUST Financial Advisors
162
CAPTRUST Financial Advisors
North Carolina
– -$151K -6,014 Closed
AIP
163
Ameritas Investment Partners
Nebraska
– -$129K -5,145 Closed
Macquarie Group
164
Macquarie Group
Australia
– -$126K -5,026 Closed
AAM
165
Advisors Asset Management
Colorado
– -$116K -4,614 Closed
PHK
166
Point72 Hong Kong
Hong Kong
– -$110K -4,379 Closed
PAM
167
Panagora Asset Management
Massachusetts
– -$93K -3,703 Closed
FPS
168
Fieldpoint Private Securities
Connecticut
– -$85K -3,378 Closed
MC
169
Maverick Capital
Texas
– -$81K -3,217 Closed
Group One Trading
170
Group One Trading
Illinois
– -$44K -1,739 Closed
PAI
171
Pittenger & Anderson Inc
Nebraska
– -$34K -1,356 Closed
OSAM
172
O'Shaughnessy Asset Management
Connecticut
– -$33K -1,308 Closed
VCM
173
Versant Capital Management
Arizona
– -$25K -1,007 Closed
Northwestern Mutual Wealth Management
174
Northwestern Mutual Wealth Management
Wisconsin
– -$25K -987 Closed
Fifth Third Bancorp
175
Fifth Third Bancorp
Ohio
– -$21K -840 Closed
4 5 6
7
8

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.