Waddell & Reed Financial, Inc.
WDR
WDR was delisted on the 30th of April, 2021.
248 hedge funds and large institutions have $1.72B invested in Waddell & Reed Financial, Inc. in 2018 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 79 increasing their positions, 91 reducing their positions, and 24 closing their positions.
188% more call options, than puts
Call options by funds: $3.44M | Put options by funds: $1.19M
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
42% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 24
20% more capital invested
Capital invested by funds: $1.43B → $1.72B (+$286M)
4% more funds holding
Funds holding: 239 → 248 (+9)
13% less repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 91
Top Buyers
| 1 |
Citadel Advisors
Miami,
Florida
|
+$22.3M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$16.4M |
| 3 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$8.94M |
| 4 |
Brown Advisory
Baltimore,
Maryland
|
+$6.5M |
| 5 |
GLA
Great Lakes Advisors
Chicago,
Illinois
|
+$5.8M |
Top Sellers
WDR Hedge Fund Activity: Q3 2018 in Review
248 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Waddell & Reed Financial, Inc. (WDR) for Q3 2018, worth a combined $1.72B — up 20% from $1.43B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new WDR positions and 24 closed out — a net gain of 10 holders — while 79 added to existing stakes and 91 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $22.3M. The largest seller was Schroder Investment Management Group, cutting an estimated $30.6M.
- 248 institutional investors held Waddell & Reed Financial, Inc. (WDR) as of Q3 2018, up from 239 in Q2 2018.
- Funds reported $1.72B of Waddell & Reed Financial, Inc. stock for Q3 2018, up 20% quarter-over-quarter.
- 34 funds opened new Waddell & Reed Financial, Inc. positions in Q3 2018 and 24 closed out, a net change of +10 holders.
- The largest Waddell & Reed Financial, Inc. buyer in Q3 2018 was Citadel Advisors, an estimated $22.3M added.
- The largest Waddell & Reed Financial, Inc. seller in Q3 2018 was Schroder Investment Management Group, an estimated $30.6M sold.
Based on aggregated 13F filings for Q3 2018.