Waddell & Reed Financial, Inc.
WDR
WDR was delisted on the 30th of April, 2021.
238 hedge funds and large institutions have $1.26B invested in Waddell & Reed Financial, Inc. in 2016 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 101 increasing their positions, 70 reducing their positions, and 36 closing their positions.
44% more repeat investments, than reductions
Existing positions increased: 101 | Existing positions reduced: 70
39% more call options, than puts
Call options by funds: $3.92M | Put options by funds: $2.83M
5% more capital invested
Capital invested by funds: $1.2B → $1.26B (+$55.5M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
8% less first-time investments, than exits
New positions opened: 33 | Existing positions closed: 36
3% less funds holding
Funds holding: 245 → 238 (-7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$38.5M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
+$12.6M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$9.54M |
| 4 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$8.93M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$8.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$46.4M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$12.8M |
| 3 |
HIM
Hermes Investment Management
London Uk,
United Kingdom
|
-$12.3M |
| 4 |
Goldman Sachs
New York
|
-$11.9M |
| 5 |
Millennium Management
New York
|
-$5.77M |
WDR Hedge Fund Activity: Q3 2016 in Review
238 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Waddell & Reed Financial, Inc. (WDR) for Q3 2016, worth a combined $1.26B — up 4.6% from $1.2B a quarter earlier.
Sellers outnumbered buyers: 36 funds closed out of WDR and 33 opened new positions — a net loss of 3 holders — while 70 trimmed existing stakes and 101 added.
The largest buyer was BlackRock Fund Advisors, adding an estimated $38.5M. The largest seller was T. Rowe Price Associates, cutting an estimated $46.4M.
- 238 institutional investors held Waddell & Reed Financial, Inc. (WDR) as of Q3 2016, down from 245 in Q2 2016.
- Funds reported $1.26B of Waddell & Reed Financial, Inc. stock for Q3 2016, up 4.6% quarter-over-quarter.
- 33 funds opened new Waddell & Reed Financial, Inc. positions in Q3 2016 and 36 closed out, a net change of -3 holders.
- The largest Waddell & Reed Financial, Inc. buyer in Q3 2016 was BlackRock Fund Advisors, an estimated $38.5M added.
- The largest Waddell & Reed Financial, Inc. seller in Q3 2016 was T. Rowe Price Associates, an estimated $46.4M sold.
Based on aggregated 13F filings for Q3 2016.