Waddell & Reed Financial, Inc.
WDR
WDR was delisted on the 30th of April, 2021.
334 hedge funds and large institutions have $4.59B invested in Waddell & Reed Financial, Inc. in 2014 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 122 increasing their positions, 118 reducing their positions, and 38 closing their positions.
24% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 38
2% more funds holding
Funds holding: 327 → 334 (+7)
3% more repeat investments, than reductions
Existing positions increased: 122 | Existing positions reduced: 118
13% less capital invested
Capital invested by funds: $5.25B → $4.59B (-$658M)
40% less call options, than puts
Call options by funds: $2.99M | Put options by funds: $5.03M
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$75.8M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$53.9M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$47.3M |
| 4 |
Renaissance Technologies
New York
|
+$29.7M |
| 5 |
Millennium Management
New York
|
+$29.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kornitzer Capital Management
Shawnee Mission,
Kansas
|
-$67.4M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$59.1M |
| 3 |
ICM
IronBridge Capital Management
Oakbrook Terrace,
Illinois
|
-$40.5M |
| 4 |
QI
QS Investors
New York
|
-$24.6M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$23.3M |
WDR Hedge Fund Activity: Q2 2014 in Review
334 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Waddell & Reed Financial, Inc. (WDR) for Q2 2014, worth a combined $4.59B — down 13% from $5.25B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new WDR positions and 38 closed out — a net gain of 9 holders — while 122 added to existing stakes and 118 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $75.8M. The largest seller was Kornitzer Capital Management, exiting entirely with an estimated $67.4M sold.
- 334 institutional investors held Waddell & Reed Financial, Inc. (WDR) as of Q2 2014, up from 327 in Q1 2014.
- Funds reported $4.59B of Waddell & Reed Financial, Inc. stock for Q2 2014, down 13% quarter-over-quarter.
- 47 funds opened new Waddell & Reed Financial, Inc. positions in Q2 2014 and 38 closed out, a net change of +9 holders.
- The largest Waddell & Reed Financial, Inc. buyer in Q2 2014 was Citadel Advisors, an estimated $75.8M added.
- The largest Waddell & Reed Financial, Inc. seller in Q2 2014 was Kornitzer Capital Management, an estimated $67.4M sold.
Based on aggregated 13F filings for Q2 2014.