Waddell & Reed Financial, Inc.
WDR
WDR was delisted on the 30th of April, 2021.
218 hedge funds and large institutions have $1.55B invested in Waddell & Reed Financial, Inc. in 2017 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 93 increasing their positions, 68 reducing their positions, and 36 closing their positions.
312% more call options, than puts
Call options by funds: $12.7M | Put options by funds: $3.08M
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
37% more repeat investments, than reductions
Existing positions increased: 93 | Existing positions reduced: 68
18% more capital invested
Capital invested by funds: $1.31B → $1.55B (+$239M)
4% less funds holding
Funds holding: 227 → 218 (-9)
22% less first-time investments, than exits
New positions opened: 28 | Existing positions closed: 36
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$36M |
| 2 |
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
|
+$15.1M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$13.7M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
+$13.4M |
| 5 |
Capital World Investors
Los Angeles,
California
|
+$12.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PA
Pinnacle Associates
New York
|
-$13.1M |
| 2 |
State Street
Boston,
Massachusetts
|
-$9.29M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
-$8.61M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
-$5.97M |
| 5 |
Charles Schwab
San Francisco,
California
|
-$4.51M |
WDR Hedge Fund Activity: Q2 2017 in Review
218 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Waddell & Reed Financial, Inc. (WDR) for Q2 2017, worth a combined $1.55B — up 18% from $1.31B a quarter earlier.
Sellers outnumbered buyers: 36 funds closed out of WDR and 28 opened new positions — a net loss of 8 holders — while 68 trimmed existing stakes and 93 added.
The largest buyer was Fidelity Investments, adding an estimated $36M. The largest seller was Pinnacle Associates, cutting an estimated $13.1M.
- 218 institutional investors held Waddell & Reed Financial, Inc. (WDR) as of Q2 2017, down from 227 in Q1 2017.
- Funds reported $1.55B of Waddell & Reed Financial, Inc. stock for Q2 2017, up 18% quarter-over-quarter.
- 28 funds opened new Waddell & Reed Financial, Inc. positions in Q2 2017 and 36 closed out, a net change of -8 holders.
- The largest Waddell & Reed Financial, Inc. buyer in Q2 2017 was Fidelity Investments, an estimated $36M added.
- The largest Waddell & Reed Financial, Inc. seller in Q2 2017 was Pinnacle Associates, an estimated $13.1M sold.
Based on aggregated 13F filings for Q2 2017.