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WDR
Waddell & Reed Financial, Inc.
WDR
WDR
Delisted
WDR was delisted on the 30th of April, 2021.
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
Top Sellers
| 1 |
PA
Pinnacle Associates
New York
|
-$13.1M |
| 2 |
State Street
Boston,
Massachusetts
|
-$9.29M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
-$8.61M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
-$5.97M |
| 5 |
Charles Schwab
San Francisco,
California
|
-$4.51M |
