Waddell & Reed Financial, Inc.
WDR
WDR was delisted on the 30th of April, 2021.
327 hedge funds and large institutions have $5.25B invested in Waddell & Reed Financial, Inc. in 2014 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 123 increasing their positions, 126 reducing their positions, and 35 closing their positions.
14% more capital invested
Capital invested by funds: $4.61B → $5.25B (+$636M)
6% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 35
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
1% less funds holding
Funds holding: 329 → 327 (-2)
2% less repeat investments, than reductions
Existing positions increased: 123 | Existing positions reduced: 126
71% less call options, than puts
Call options by funds: $3.78M | Put options by funds: $13.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$81.3M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
+$22.2M |
| 3 |
QI
QS Investors
New York
|
+$21.2M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$20.5M |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$16.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$47.3M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$31.8M |
| 3 |
FAM
Fred Alger Management
New York
|
-$21.6M |
| 4 |
LCP
Lombardia Capital Partners
Pasadena,
California
|
-$17M |
| 5 |
EIP
Epoch Investment Partners
New York
|
-$14.7M |
WDR Hedge Fund Activity: Q1 2014 in Review
327 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Waddell & Reed Financial, Inc. (WDR) for Q1 2014, worth a combined $5.25B — up 14% from $4.61B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new WDR positions and 35 closed out — a net gain of 2 holders — while 123 added to existing stakes and 126 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $81.3M. The largest seller was Fidelity Investments, cutting an estimated $47.3M.
- 327 institutional investors held Waddell & Reed Financial, Inc. (WDR) as of Q1 2014, down from 329 in Q4 2013.
- Funds reported $5.25B of Waddell & Reed Financial, Inc. stock for Q1 2014, up 14% quarter-over-quarter.
- 37 funds opened new Waddell & Reed Financial, Inc. positions in Q1 2014 and 35 closed out, a net change of +2 holders.
- The largest Waddell & Reed Financial, Inc. buyer in Q1 2014 was Wellington Management Group, an estimated $81.3M added.
- The largest Waddell & Reed Financial, Inc. seller in Q1 2014 was Fidelity Investments, an estimated $47.3M sold.
Based on aggregated 13F filings for Q1 2014.