Waddell & Reed Financial, Inc.
WDR
WDR was delisted on the 30th of April, 2021.
232 hedge funds and large institutions have $1.3B invested in Waddell & Reed Financial, Inc. in 2019 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 72 increasing their positions, 84 reducing their positions, and 40 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5% less capital invested
Capital invested by funds: $1.36B → $1.3B (-$61.7M)
6% less funds holding
Funds holding: 246 → 232 (-14)
14% less repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 84
23% less first-time investments, than exits
New positions opened: 31 | Existing positions closed: 40
92% less call options, than puts
Call options by funds: $1.41M | Put options by funds: $17.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$21.9M |
| 2 |
APG Asset Management
Amsterdam,
Netherlands
|
+$7.65M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$5.84M |
| 4 |
Morgan Stanley
New York
|
+$5.46M |
| 5 |
Nuveen
Charlotte,
North Carolina
|
+$5.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$20.8M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$20.1M |
| 3 |
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
|
-$12.3M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$5.98M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$5.42M |
WDR Hedge Fund Activity: Q2 2019 in Review
232 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in Waddell & Reed Financial, Inc. (WDR) for Q2 2019, worth a combined $1.3B — down 4.5% from $1.36B a quarter earlier.
Sellers outnumbered buyers: 40 funds closed out of WDR and 31 opened new positions — a net loss of 9 holders — while 84 trimmed existing stakes and 72 added.
The largest buyer was Arrowstreet Capital, adding an estimated $21.9M. The largest seller was Goldman Sachs, cutting an estimated $20.8M.
- 232 institutional investors held Waddell & Reed Financial, Inc. (WDR) as of Q2 2019, down from 246 in Q1 2019.
- Funds reported $1.3B of Waddell & Reed Financial, Inc. stock for Q2 2019, down 4.5% quarter-over-quarter.
- 31 funds opened new Waddell & Reed Financial, Inc. positions in Q2 2019 and 40 closed out, a net change of -9 holders.
- The largest Waddell & Reed Financial, Inc. buyer in Q2 2019 was Arrowstreet Capital, an estimated $21.9M added.
- The largest Waddell & Reed Financial, Inc. seller in Q2 2019 was Goldman Sachs, an estimated $20.8M sold.
Based on aggregated 13F filings for Q2 2019.