Waddell & Reed Financial, Inc.
WDR
WDR was delisted on the 30th of April, 2021.
285 hedge funds and large institutions have $2.04B invested in Waddell & Reed Financial, Inc. in 2015 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 116 increasing their positions, 82 reducing their positions, and 40 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
41% more repeat investments, than reductions
Existing positions increased: 116 | Existing positions reduced: 82
5% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 40
0% less funds holding
Funds holding: 286 → 285 (-1)
19% less capital invested
Capital invested by funds: $2.51B → $2.04B (-$470M)
41% less call options, than puts
Call options by funds: $4.78M | Put options by funds: $8.13M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$47.6M |
| 2 |
HCM
Herndon Capital Management
Atlanta,
Georgia
|
+$37M |
| 3 |
EIP
Epoch Investment Partners
New York
|
+$24.4M |
| 4 |
Morgan Stanley
New York
|
+$16.6M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
+$13.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Hamlin Capital Management
New York
|
-$52M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$38M |
| 3 |
RA
Royce & Associates
New York
|
-$24.4M |
| 4 |
TAM
Tiverton Asset Management
Wilimington,
Delaware
|
-$23.3M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
-$17.6M |
WDR Hedge Fund Activity: Q4 2015 in Review
285 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Waddell & Reed Financial, Inc. (WDR) for Q4 2015, worth a combined $2.04B — down 19% from $2.51B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new WDR positions and 40 closed out — a net gain of 2 holders — while 116 added to existing stakes and 82 trimmed.
The largest buyer was AJO LP, opening a new position worth an estimated $47.6M. The largest seller was Hamlin Capital Management, exiting entirely with an estimated $52M sold.
- 285 institutional investors held Waddell & Reed Financial, Inc. (WDR) as of Q4 2015, down from 286 in Q3 2015.
- Funds reported $2.04B of Waddell & Reed Financial, Inc. stock for Q4 2015, down 19% quarter-over-quarter.
- 42 funds opened new Waddell & Reed Financial, Inc. positions in Q4 2015 and 40 closed out, a net change of +2 holders.
- The largest Waddell & Reed Financial, Inc. buyer in Q4 2015 was AJO LP, an estimated $47.6M added.
- The largest Waddell & Reed Financial, Inc. seller in Q4 2015 was Hamlin Capital Management, an estimated $52M sold.
Based on aggregated 13F filings for Q4 2015.