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WDR

Waddell & Reed Financial, Inc.
WDR

Delisted

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

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: 1991 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
176
Rockefeller Capital Management
New York
-$20K -828 Closed
FC
177
FORA Capital
Florida
-$20K -795 Closed
PCG
178
Private Capital Group
Connecticut
-$17K -667 Closed
TWA
179
TCI Wealth Advisors
Arizona
-$16K -626 Closed
Fuller & Thaler Asset Management
180
Fuller & Thaler Asset Management
California
-$15K -612 Closed
QCG
181
Quadrant Capital Group
Ohio
-$14K -561 Closed
PFGIA
182
Patriot Financial Group Insurance Agency
Massachusetts
-$9K -379 Closed
HIA
183
Harbor Investment Advisory
Maryland
-$9K -372 Closed
LC
184
Lindbrook Capital
California
-$8K -305 Closed
PA
185
Parallel Advisors
California
-$7K -276 Closed
IAIM
186
International Assets Investment Management
Florida
-$6K -272 Closed
SBL
187
Sargent Bickham Lagudis
Colorado
-$7K -270 Closed
PFBT
188
Parkside Financial Bank & Trust
Missouri
-$6K -245 Closed
BCA
189
Berman Capital Advisors
Georgia
-$5K -229 Closed
GAM
190
Gemmer Asset Management
California
-$5K -196 Closed
ADIM
191
Alpha DNA Investment Management
Maryland
-$4K -193 Closed
SIC
192
Salem Investment Counselors
North Carolina
-$4K -174 Closed
Federated Hermes
193
Federated Hermes
Pennsylvania
-$3K -106 Closed
S
194
SignatureFD
Georgia
-$2K -82 Closed
MWP
195
Meridian Wealth Partners
Pennsylvania
-$2K -77 Closed
MAM
196
Meeder Asset Management
Ohio
-$2K -72 Closed
AssetMark Inc
197
AssetMark Inc
California
-$1K -26 Closed

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.