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WDR

Waddell & Reed Financial, Inc.
WDR

Delisted

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

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248 hedge funds and large institutions have $1.44B invested in Waddell & Reed Financial, Inc. in 2016 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 86 increasing their positions, 77 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more call options, than puts

Call options by funds: $8.74M | Put options by funds: $5.31M

48% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 33

15% more capital invested

Capital invested by funds: $1.25B → $1.44B (+$186M)

12% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 77

5% more funds holding

Funds holding: 237 → 248 (+11)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
248
Holders Change
+11
Holders Change %
+4.64%
% of All Funds
6.2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
49
Increased
86
Reduced
77
Closed
33
Calls
$8.74M
Puts
$5.31M
Net Calls
+$3.43M
Net Calls Change
+$2.34M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$31.9M
2
VBA
Van Berkom & Associates
Quebec, Canada
+$29.7M
3
Capital World Investors
Capital World Investors
California
+$13.6M
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$8.3M
5
GF
Gabelli Funds
New York
+$7.32M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$42.6M
2
AQR Capital Management
AQR Capital Management
Connecticut
-$6.45M
3
ACM
Argent Capital Management
Missouri
-$5.61M
4
Millennium Management
Millennium Management
New York
-$5.29M
5
Goldman Sachs
Goldman Sachs
New York
-$4.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
1
BlackRock Fund Advisors
California
$221M +$3.8M +204,268 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$126M +$5.03M +270,269 +4%
Invesco
3
Invesco
Georgia
$66.7M +$2.6M +139,564 +4%
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$61.4M +$8.3M +446,041 +17%
State Street
5
State Street
Massachusetts
$56.9M -$178K -9,578 -0.3%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$56.6M +$31.9M +1,714,078 +145%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$51.1M -$42.6M -2,290,966 -47%
BIT
8
BlackRock Institutional Trust
California
$50.6M -$486K -26,155 -1%
AQR Capital Management
9
AQR Capital Management
Connecticut
$37.1M -$6.45M -346,607 -15%
Fisher Asset Management
10
Fisher Asset Management
Washington
$36.6M -$1.16M -62,170 -3%
Schroder Investment Management Group
11
Schroder Investment Management Group
United Kingdom
$33.9M +$2.95M +158,824 +10%
VBA
12
Van Berkom & Associates
Quebec, Canada
$31.1M +$29.7M +1,594,966 New
GI
13
GAMCO Investors
Connecticut
$29.5M +$2.64M +141,800 +10%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$28.5M +$7.29M +392,148 +37%
GF
15
Gabelli Funds
New York
$27.1M +$7.32M +393,803 +40%
Northern Trust
16
Northern Trust
Illinois
$24.9M -$1.83M -98,186 -7%
BAM
17
Burgundy Asset Management
Ontario, Canada
$17.9M -$1.76M -94,436 -9%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$17.8M +$7.09M +381,148 +72%
Prudential Financial
19
Prudential Financial
New Jersey
$17.6M +$3.29M +176,727 +24%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$17.6M +$2.12M +113,978 +14%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$16.9M +$3.89M +209,298 +32%
PA
22
Pinnacle Associates
New York
$15.8M -$1.92M -103,051 -11%
Norges Bank
23
Norges Bank
Norway
$15.5M -$952K -51,203 -6%
Capital World Investors
24
Capital World Investors
California
$14.2M +$13.6M +730,000 New
Charles Schwab
25
Charles Schwab
California
$14M +$2.5M +134,338 +23%
1
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WDR Hedge Fund Activity: Q4 2016 in Review

248 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Waddell & Reed Financial, Inc. (WDR) for Q4 2016, worth a combined $1.44B — up 15% from $1.25B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new WDR positions and 33 closed out — a net gain of 16 holders — while 86 added to existing stakes and 77 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $31.9M. The largest seller was T. Rowe Price Associates, cutting an estimated $42.6M.

  • 248 institutional investors held Waddell & Reed Financial, Inc. (WDR) as of Q4 2016, up from 237 in Q3 2016.
  • Funds reported $1.44B of Waddell & Reed Financial, Inc. stock for Q4 2016, up 15% quarter-over-quarter.
  • 49 funds opened new Waddell & Reed Financial, Inc. positions in Q4 2016 and 33 closed out, a net change of +16 holders.
  • The largest Waddell & Reed Financial, Inc. buyer in Q4 2016 was Fidelity Investments, an estimated $31.9M added.
  • The largest Waddell & Reed Financial, Inc. seller in Q4 2016 was T. Rowe Price Associates, an estimated $42.6M sold.

Based on aggregated 13F filings for Q4 2016.