Waddell & Reed Financial, Inc.
WDR
WDR was delisted on the 30th of April, 2021.
245 hedge funds and large institutions have $1.43B invested in Waddell & Reed Financial, Inc. in 2018 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 77 increasing their positions, 91 reducing their positions, and 34 closing their positions.
108% more call options, than puts
Call options by funds: $2.24M | Put options by funds: $1.07M
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 34
1% less funds holding
Funds holding: 248 → 245 (-3)
15% less repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 91
17% less capital invested
Capital invested by funds: $1.72B → $1.43B (-$289M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
|
+$19.4M |
| 2 |
APG Asset Management
Amsterdam,
Netherlands
|
+$15.2M |
| 3 |
Brown Advisory
Baltimore,
Maryland
|
+$11M |
| 4 |
BAM
Burgundy Asset Management
Toronto,
Ontario, Canada
|
+$10.3M |
| 5 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$6.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$29.3M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$19.3M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$16.3M |
| 4 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$9.42M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
-$7.36M |
WDR Hedge Fund Activity: Q4 2018 in Review
245 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Waddell & Reed Financial, Inc. (WDR) for Q4 2018, worth a combined $1.43B — down 17% from $1.72B a quarter earlier.
Fund positioning in WDR was balanced in Q4 2018: 34 funds opened new positions, 34 closed out, 77 added to existing stakes and 91 trimmed.
The largest buyer was Skandinaviska Enskilda Banken (SEB), adding an estimated $19.4M. The largest seller was Citadel Advisors, cutting an estimated $29.3M.
- 245 institutional investors held Waddell & Reed Financial, Inc. (WDR) as of Q4 2018, down from 248 in Q3 2018.
- Funds reported $1.43B of Waddell & Reed Financial, Inc. stock for Q4 2018, down 17% quarter-over-quarter.
- 34 funds opened new Waddell & Reed Financial, Inc. positions in Q4 2018 and 34 closed out, a net change of 0 holders.
- The largest Waddell & Reed Financial, Inc. buyer in Q4 2018 was Skandinaviska Enskilda Banken (SEB), an estimated $19.4M added.
- The largest Waddell & Reed Financial, Inc. seller in Q4 2018 was Citadel Advisors, an estimated $29.3M sold.
Based on aggregated 13F filings for Q4 2018.