Waddell & Reed Financial, Inc.
WDR
WDR was delisted on the 30th of April, 2021.
315 hedge funds and large institutions have $3.5B invested in Waddell & Reed Financial, Inc. in 2014 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 104 increasing their positions, 117 reducing their positions, and 40 closing their positions.
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 → $3.5B (-$184M)
11% less repeat investments, than reductions
Existing positions increased: 104 | Existing positions reduced: 117
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$84.6M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$45.3M |
| 3 |
RA
Royce & Associates
New York
|
+$20.7M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$15.9M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$14.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$86M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$77.6M |
| 3 |
Jennison Associates
New York
|
-$22.4M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$19M |
| 5 |
FQ
First Quadrant
Glendale,
California
|
-$17.4M |
WDR Hedge Fund Activity: Q4 2014 in Review
315 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Waddell & Reed Financial, Inc. (WDR) for Q4 2014, worth a combined $3.5B — 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 104 added to existing stakes and 117 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 $3.5B 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.