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WDR

Waddell & Reed Financial, Inc.
WDR

Delisted

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

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315 hedge funds and large institutions have $3.49B invested in Waddell & Reed Financial, Inc. in 2014 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 103 increasing their positions, 118 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more call options, than puts

Call options by funds: $2.25M | Put options by funds: $1.06M

33% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 40

3% more funds holding

Funds holding: 307 → 315 (+8)

5% less capital invested

Capital invested by funds: $3.68B → $3.49B (-$185M)

13% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 118

Holders
315
Holders Change
+8
Holders Change %
+2.61%
% of All Funds
8.4%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.08%
New
53
Increased
103
Reduced
118
Closed
40
Calls
$2.25M
Puts
$1.06M
Net Calls
+$1.19M
Net Calls Change
-$7.45M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$84.6M
2
Victory Capital Management
Victory Capital Management
Texas
+$45.3M
3
RA
Royce & Associates
New York
+$20.7M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$15.9M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$14.1M

Top Sellers

Rank Fund Capital Flow
1
AL
AJO LP
Pennsylvania
-$86M
2
Citadel Advisors
Citadel Advisors
Florida
-$77.6M
3
Jennison Associates
Jennison Associates
New York
-$22.4M
4
Bank of America
Bank of America
North Carolina
-$19M
5
FQ
First Quadrant
California
-$17.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$403M +$84.6M +1,773,498 +28%
Vanguard Group
2
Vanguard Group
Pennsylvania
$247M -$9.02M -189,074 -4%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$172M -$7.43M -155,757 -4%
HCM
4
Herndon Capital Management
Georgia
$159M +$64.7K +1,357 +0%
BIT
5
BlackRock Institutional Trust
California
$156M +$6.85M +143,463 +5%
BFA
6
BlackRock Fund Advisors
California
$121M +$125K +2,622 +0.1%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$115M +$15.9M +332,685 +17%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$115M +$9.62M +201,675 +10%
State Street
9
State Street
Massachusetts
$110M -$1.02M -21,422 -1%
Fisher Asset Management
10
Fisher Asset Management
Washington
$106M -$818K -17,135 -0.8%
Northern Trust
11
Northern Trust
Illinois
$51.7M -$1.16M -24,403 -2%
Victory Capital Management
12
Victory Capital Management
Texas
$47.3M +$45.3M +948,858 New
American Century Companies
13
American Century Companies
Missouri
$46.1M +$5.3M +111,155 +14%
GF
14
Gabelli Funds
New York
$43.6M +$239K +5,000 +0.6%
Norges Bank
15
Norges Bank
Norway
$42.5M – – –
Invesco
16
Invesco
Georgia
$40.2M +$1.63M +34,112 +4%
TAM
17
Tiverton Asset Management
Delaware
$39.9M – – –
Renaissance Technologies
18
Renaissance Technologies
New York
$38.6M +$9.67M +202,700 +35%
Millennium Management
19
Millennium Management
New York
$38.3M +$4.5M +94,406 +14%
PA
20
Pinnacle Associates
New York
$36.7M +$1.67M +34,965 +5%
RA
21
Royce & Associates
New York
$36.6M +$20.7M +434,386 +145%
Bank of America
22
Bank of America
North Carolina
$32.5M -$19M -399,158 -38%
Prudential Financial
23
Prudential Financial
New Jersey
$32.5M +$3.11M +65,200 +11%
DC
24
Davenport & Co
Virginia
$32M +$10.3M +216,515 +51%
Wells Fargo
25
Wells Fargo
California
$31.8M +$2.21M +46,308 +8%
1
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WDR Hedge Fund Activity: Q4 2014 in Review

315 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Waddell & Reed Financial, Inc. (WDR) for Q4 2014, worth a combined $3.49B — down 5% from $3.68B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new WDR positions and 40 closed out — a net gain of 13 holders — while 103 added to existing stakes and 118 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $84.6M. The largest seller was AJO LP, exiting entirely with an estimated $86M sold.

  • 315 institutional investors held Waddell & Reed Financial, Inc. (WDR) as of Q4 2014, up from 307 in Q3 2014.
  • Funds reported $3.49B of Waddell & Reed Financial, Inc. stock for Q4 2014, down 5% quarter-over-quarter.
  • 53 funds opened new Waddell & Reed Financial, Inc. positions in Q4 2014 and 40 closed out, a net change of +13 holders.
  • The largest Waddell & Reed Financial, Inc. buyer in Q4 2014 was Fidelity Investments, an estimated $84.6M added.
  • The largest Waddell & Reed Financial, Inc. seller in Q4 2014 was AJO LP, an estimated $86M sold.

Based on aggregated 13F filings for Q4 2014.