Waddell & Reed Financial, Inc.
WDR
WDR was delisted on the 30th of April, 2021.
224 hedge funds and large institutions have $1.28B invested in Waddell & Reed Financial, Inc. in 2019 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 70 increasing their positions, 90 reducing their positions, and 26 closing their positions.
306% more call options, than puts
Call options by funds: $5.02M | Put options by funds: $1.24M
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: 24 | Existing positions closed: 26
4% less funds holding
Funds holding: 234 → 224 (-10)
5% less capital invested
Capital invested by funds: $1.36B → $1.28B (-$72.1M)
22% less repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 90
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$14.1M |
| 2 |
WG
Winton Group
London,
United Kingdom
|
+$7.53M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$5.98M |
| 4 |
Brown Advisory
Baltimore,
Maryland
|
+$3.37M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$3.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$9.62M |
| 2 |
Fisher Asset Management
Camas,
Washington
|
-$6.23M |
| 3 |
JP Morgan Chase
New York
|
-$6.07M |
| 4 |
FP
Foundry Partners
Minneapolis,
Minnesota
|
-$5.35M |
| 5 |
VBA
Van Berkom & Associates
Montreal,
Quebec, Canada
|
-$5.32M |
WDR Hedge Fund Activity: Q4 2019 in Review
224 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Waddell & Reed Financial, Inc. (WDR) for Q4 2019, worth a combined $1.28B — down 5.3% from $1.36B a quarter earlier.
Sellers outnumbered buyers: 26 funds closed out of WDR and 24 opened new positions — a net loss of 2 holders — while 90 trimmed existing stakes and 70 added.
The largest buyer was Jacobs Levy Equity Management, adding an estimated $14.1M. The largest seller was Wells Fargo, cutting an estimated $9.62M.
- 224 institutional investors held Waddell & Reed Financial, Inc. (WDR) as of Q4 2019, down from 234 in Q3 2019.
- Funds reported $1.28B of Waddell & Reed Financial, Inc. stock for Q4 2019, down 5.3% quarter-over-quarter.
- 24 funds opened new Waddell & Reed Financial, Inc. positions in Q4 2019 and 26 closed out, a net change of -2 holders.
- The largest Waddell & Reed Financial, Inc. buyer in Q4 2019 was Jacobs Levy Equity Management, an estimated $14.1M added.
- The largest Waddell & Reed Financial, Inc. seller in Q4 2019 was Wells Fargo, an estimated $9.62M sold.
Based on aggregated 13F filings for Q4 2019.