Waddell & Reed Financial, Inc.
WDR
WDR was delisted on the 30th of April, 2021.
254 hedge funds and large institutions have $1.69B invested in Waddell & Reed Financial, Inc. in 2016 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 107 increasing their positions, 81 reducing their positions, and 62 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
32% more repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 81
11% less funds holding
Funds holding: 285 → 254 (-31)
17% less capital invested
Capital invested by funds: $2.04B → $1.69B (-$353M)
49% less call options, than puts
Call options by funds: $1.25M | Put options by funds: $2.46M
50% less first-time investments, than exits
New positions opened: 31 | Existing positions closed: 62
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$139M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$27.4M |
| 3 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$25.9M |
| 4 |
BAM
Burgundy Asset Management
Toronto,
Ontario, Canada
|
+$15M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCOV
London Company of Virginia
Richmond,
Virginia
|
-$72.9M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$70M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$29.1M |
| 4 |
RA
Royce & Associates
New York
|
-$20M |
| 5 |
Morgan Stanley
New York
|
-$16.7M |
WDR Hedge Fund Activity: Q1 2016 in Review
254 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in Waddell & Reed Financial, Inc. (WDR) for Q1 2016, worth a combined $1.69B — down 17% from $2.04B a quarter earlier.
Sellers outnumbered buyers: 62 funds closed out of WDR and 31 opened new positions — a net loss of 31 holders — while 81 trimmed existing stakes and 107 added.
The largest buyer was BlackRock Fund Advisors, adding an estimated $139M. The largest seller was London Company of Virginia, exiting entirely with an estimated $72.9M sold.
- 254 institutional investors held Waddell & Reed Financial, Inc. (WDR) as of Q1 2016, down from 285 in Q4 2015.
- Funds reported $1.69B of Waddell & Reed Financial, Inc. stock for Q1 2016, down 17% quarter-over-quarter.
- 31 funds opened new Waddell & Reed Financial, Inc. positions in Q1 2016 and 62 closed out, a net change of -31 holders.
- The largest Waddell & Reed Financial, Inc. buyer in Q1 2016 was BlackRock Fund Advisors, an estimated $139M added.
- The largest Waddell & Reed Financial, Inc. seller in Q1 2016 was London Company of Virginia, an estimated $72.9M sold.
Based on aggregated 13F filings for Q1 2016.