WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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307 hedge funds and large institutions have $3.68B invested in Waddell & Reed Financial, Inc. in 2014 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 104 increasing their positions, 134 reducing their positions, and 53 closing their positions.

Holders
307
Holders Change
-27
Holders Change %
-8.08%
% of All Funds
8.91%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
29
Increased
104
Reduced
134
Closed
53
Calls
$11.9M
Puts
$3.27M
Net Calls
+$8.64M
Net Calls Change
+$10.7M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$326M
2
Citadel Advisors
2
Citadel Advisors
Florida
$109M
3
Invesco
3
Invesco
Georgia
$40M
4
BIT
4
BlackRock Institutional Trust
California
$154M
5
American Century Companies
5
American Century Companies
Missouri
$42M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$24.7M
2
AL
2
AJO LP
Pennsylvania
$86M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$24.3M
4
Norges Bank
4
Norges Bank
Norway
$44.1M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
226
Shelton Capital Management
Colorado
$485K 9,381 – –
JIM
227
Jensen Investment Management
Oregon
$481K 9,300 +2,080 +29%
TNBTD
228
Trustmark National Bank Trust Department
Mississippi
$471K 9,113 +59 +0.7%
PA
229
Profund Advisors
Maryland
$469K 9,065 -3,219 -26%
AW
230
Alpha Windward
Massachusetts
$462K 8,932 +960 +12%
TD Asset Management
231
TD Asset Management
Ontario, Canada
$460K 8,900 +1,500 +20%
Fifth Third Bancorp
232
Fifth Third Bancorp
Ohio
$431K 8,333 +931 +13%
WIS
233
Wright Investors Service
Connecticut
$425K 8,230 -690 -8%
WAM
234
World Asset Management
Michigan
$417K 8,074 -177 -2%
CAM
235
Capstone Asset Management
Texas
$411K 7,948 +160 +2%
Canada Life
236
Canada Life
Manitoba, Canada
$408K 7,865 -200,768 -96%
FMT
237
First Mercantile Trust
Tennessee
$392K 7,568 -24 -0.3%
US Bancorp
238
US Bancorp
Minnesota
$379K 7,330 +599 +9%
FBNAT
239
FirstMerit Bank N.A. Trustee
Ohio
$374K 7,244 -208 -3%
Thrivent Financial for Lutherans
240
Thrivent Financial for Lutherans
Minnesota
$341K 6,590 – –
BMO
241
Beck Mack & Oliver
New York
$337K 6,511 – –
DTL
242
Dynamic Technology Lab
Singapore
$331K 6,395 +6,395 New
Neuberger Berman Group
243
Neuberger Berman Group
New York
$329K 6,370 -844 -12%
HKIM
244
Hayek Kallen Investment Management
Alabama
$325K 6,286 -200 -3%
SG Americas Securities
245
SG Americas Securities
New York
$316K 6,122 -33,575 -85%
BA
246
Bridgewater Associates
Connecticut
$299K 5,794 +5,794 New
OSAM
247
O'Shaughnessy Asset Management
Connecticut
$298K 5,774 -1 -0%
CL
248
CIM LLC
New York
$298K 5,770 +145 +3%
MC
249
Menta Capital
California
$295K 5,700 -9,500 -63%
STC
250
SEI Trust Company
Pennsylvania
$293K 5,661 -1,370 -19%
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