Waddell & Reed Financial, Inc.
WDR
WDR was delisted on the 30th of April, 2021.
245 hedge funds and large institutions have $1.2B invested in Waddell & Reed Financial, Inc. in 2016 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 106 increasing their positions, 72 reducing their positions, and 45 closing their positions.
47% more repeat investments, than reductions
Existing positions increased: 106 | Existing positions reduced: 72
4% less funds holding
Funds holding: 254 → 245 (-9)
13% less first-time investments, than exits
New positions opened: 39 | Existing positions closed: 45
29% less capital invested
Capital invested by funds: $1.69B → $1.2B (-$486M)
61% less call options, than puts
Call options by funds: $1.49M | Put options by funds: $3.79M
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$33.8M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
+$25.1M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$22.9M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$13.2M |
| 5 |
State Street
Boston,
Massachusetts
|
+$9.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Herndon Capital Management
Atlanta,
Georgia
|
-$70.7M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$55.9M |
| 3 |
EIP
Epoch Investment Partners
New York
|
-$28.2M |
| 4 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$21.2M |
| 5 |
HCM
Hodges Capital Management
Dallas,
Texas
|
-$17.1M |
WDR Hedge Fund Activity: Q2 2016 in Review
245 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in Waddell & Reed Financial, Inc. (WDR) for Q2 2016, worth a combined $1.2B — down 29% from $1.69B a quarter earlier.
Sellers outnumbered buyers: 45 funds closed out of WDR and 39 opened new positions — a net loss of 6 holders — while 72 trimmed existing stakes and 106 added.
The largest buyer was Fuller & Thaler Asset Management, adding an estimated $33.8M. The largest seller was Herndon Capital Management, cutting an estimated $70.7M.
- 245 institutional investors held Waddell & Reed Financial, Inc. (WDR) as of Q2 2016, down from 254 in Q1 2016.
- Funds reported $1.2B of Waddell & Reed Financial, Inc. stock for Q2 2016, down 29% quarter-over-quarter.
- 39 funds opened new Waddell & Reed Financial, Inc. positions in Q2 2016 and 45 closed out, a net change of -6 holders.
- The largest Waddell & Reed Financial, Inc. buyer in Q2 2016 was Fuller & Thaler Asset Management, an estimated $33.8M added.
- The largest Waddell & Reed Financial, Inc. seller in Q2 2016 was Herndon Capital Management, an estimated $70.7M sold.
Based on aggregated 13F filings for Q2 2016.