WDR

Waddell & Reed Financial, Inc.
WDR

Delisted

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

286 hedge funds and large institutions have $2.51B invested in Waddell & Reed Financial, Inc. in 2015 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 114 increasing their positions, 85 reducing their positions, and 42 closing their positions.

Holders
286
Holders Change
-3
Holders Change %
-1.04%
% of All Funds
7.99%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
40
Increased
114
Reduced
85
Closed
42
Calls
$4.71M
Puts
$2.7M
Net Calls
+$2.01M
Net Calls Change
+$247K
Name Market Value Shares Shares
Change
Shares
Change %
CCIA
226
Campbell & Co Investment Adviser
Maryland
$240K 6,913 +6,913 New
GC
227
Globeflex Capital
California
$236K 6,801
BMO
228
Beck Mack & Oliver
New York
$226K 6,511
LTFS
229
Ladenburg Thalmann Financial Services
Florida
$212K 6,112 +254 +4%
PAM
230
Princeton Alpha Management
New Jersey
$208K 5,990 -4,062 -40%
CIBC World Market
231
CIBC World Market
Ontario, Canada
$208K 5,969 -312 -5%
BC
232
Burney Company
Virginia
$207K 5,964 +1,102 +23%
HKIM
233
Hayek Kallen Investment Management
Alabama
$201K 5,786 +5,786 New
Citigroup
234
Citigroup
New York
$167K 4,816 -65,002 -93%
Northwestern Mutual Wealth Management
235
Northwestern Mutual Wealth Management
Wisconsin
$152K 4,370 -22 -0.5%
MGIA
236
Moneta Group Investment Advisors
Missouri
$137K 3,942 -1,139 -22%
PSUF
237
People's United Financial
Connecticut
$136K 3,910 +972 +33%
SF
238
Synovus Financial
Georgia
$135K 3,892
RCM
239
Riverhead Capital Management
Delaware
$132K 3,800 +3,800 New
Creative Planning
240
Creative Planning
Kansas
$130K 3,749 +3,749 New
DSC
241
Duncker Streett & Co
Missouri
$104K 3,000
Fuller & Thaler Asset Management
242
Fuller & Thaler Asset Management
California
$101K 2,900 +1,000 +53%
QI
243
QS Investors
New York
$96K 2,750
GS
244
GAM Systematic
United Kingdom
$96K 2,751 +2,751 New
LIA
245
LS Investment Advisors
Michigan
$94K 2,716
SOADOR
246
State of Alaska Department of Revenue
Alaska
$93K 2,690
MFS
247
MSI Financial Services
Massachusetts
$93K 2,661 +300 +13%
FMT
248
First Mercantile Trust
Tennessee
$88K 2,523 -1,720 -41%
Barclays
249
Barclays
United Kingdom
$82K 2,399 -49,240 -95%
NFG
250
Next Financial Group
Texas
$79K 2,300