Waddell & Reed Financial, Inc.
WDR
WDR was delisted on the 30th of April, 2021.
297 hedge funds and large institutions have $3.63B invested in Waddell & Reed Financial, Inc. in 2013 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 112 increasing their positions, 101 reducing their positions, and 28 closing their positions.
97% more call options, than puts
Call options by funds: $4.88M | Put options by funds: $2.49M
43% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 28
17% more capital invested
Capital invested by funds: $3.09B → $3.63B (+$537M)
11% more repeat investments, than reductions
Existing positions increased: 112 | Existing positions reduced: 101
3% more funds holding
Funds holding: 287 → 297 (+10)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
+$62.1M |
| 2 |
Bank of New York Mellon
New York
|
+$28.3M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$21.3M |
| 4 |
NAP
New Amsterdam Partners
New York
|
+$19.4M |
| 5 |
HCM
Herndon Capital Management
Atlanta,
Georgia
|
+$12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$51.6M |
| 2 |
TCP
TAMRO Capital Partners
Alexandria,
Virginia
|
-$33.2M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$26.4M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$26.3M |
| 5 |
RA
Royce & Associates
New York
|
-$19.2M |
WDR Hedge Fund Activity: Q3 2013 in Review
297 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in Waddell & Reed Financial, Inc. (WDR) for Q3 2013, worth a combined $3.63B — up 17% from $3.09B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new WDR positions and 28 closed out — a net gain of 12 holders — while 112 added to existing stakes and 101 trimmed.
The largest buyer was Jennison Associates, adding an estimated $62.1M. The largest seller was American Century Companies, cutting an estimated $51.6M.
- 297 institutional investors held Waddell & Reed Financial, Inc. (WDR) as of Q3 2013, up from 287 in Q2 2013.
- Funds reported $3.63B of Waddell & Reed Financial, Inc. stock for Q3 2013, up 17% quarter-over-quarter.
- 40 funds opened new Waddell & Reed Financial, Inc. positions in Q3 2013 and 28 closed out, a net change of +12 holders.
- The largest Waddell & Reed Financial, Inc. buyer in Q3 2013 was Jennison Associates, an estimated $62.1M added.
- The largest Waddell & Reed Financial, Inc. seller in Q3 2013 was American Century Companies, an estimated $51.6M sold.
Based on aggregated 13F filings for Q3 2013.