WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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285 hedge funds and large institutions have $2.04B invested in Waddell & Reed Financial, Inc. in 2015 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 116 increasing their positions, 82 reducing their positions, and 40 closing their positions.

Holders
285
Holders Change
-1
Holders Change %
-0.35%
% of All Funds
7.48%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
42
Increased
116
Reduced
82
Closed
40
Calls
$4.78M
Puts
$8.14M
Net Calls
-$3.36M
Net Calls Change
-$5.37M

Top Buyers

1
AL
1
AJO LP
Pennsylvania
$39.7M
2
HCM
2
Herndon Capital Management
Georgia
$115M
3
EIP
3
Epoch Investment Partners
New York
$33.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$23.3M
5
Prudential Financial
5
Prudential Financial
New Jersey
$24.3M

Top Sellers

1
HCM
1
Hamlin Capital Management
New York
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$215M
3
RA
3
Royce & Associates
New York
$24.6M
4
TAM
4
Tiverton Asset Management
Delaware
$3.45M
5
American Century Companies
5
American Century Companies
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RCAG
226
Rehmann Capital Advisory Group
Michigan
$201K 7,010 +7,010 New
GC
227
Globeflex Capital
California
$195K 6,801 – –
PCM
228
Prelude Capital Management
New York
$194K 6,770 +6,770 New
PSUF
229
People's United Financial
Connecticut
$174K 6,055 +2,145 +55%
HIM
230
Hillsdale Investment Management
Ontario, Canada
$161K 5,610 -4,300 -43%
US Bancorp
231
US Bancorp
Minnesota
$158K 5,483 -2,323 -30%
AIA
232
Allegis Investment Advisors
Idaho
$145K 5,052 +5,052 New
SOADOR
233
State of Alaska Department of Revenue
Alaska
$142K 4,970 +2,280 +85%
Northwestern Mutual Wealth Management
234
Northwestern Mutual Wealth Management
Wisconsin
$132K 4,589 +219 +5%
SF
235
Synovus Financial
Georgia
$112K 3,892 – –
Creative Planning
236
Creative Planning
Kansas
$103K 3,577 -172 -5%
QI
237
QS Investors
New York
$90K 3,156 +406 +15%
MFS
238
MSI Financial Services
Massachusetts
$87K 3,050 +389 +15%
DSC
239
Duncker Streett & Co
Missouri
$86K 3,000 – –
SEC
240
Seven Eight Capital
New York
$86K 3,000 +3,000 New
Fuller & Thaler Asset Management
241
Fuller & Thaler Asset Management
California
$83K 2,900 – –
LIA
242
LS Investment Advisors
Michigan
$78K 2,716 – –
IA
243
IFP Advisors
Florida
$78K 2,730 +2,730 New
BNP Paribas Financial Markets
244
BNP Paribas Financial Markets
France
$76.1K 2,656 +2,656 New
JIM
245
Jupiter Investment Management
United Kingdom
$74K 2,587 +320 +14%
Barclays
246
Barclays
United Kingdom
$69K 2,483 +84 +4%
NFG
247
Next Financial Group
Texas
$63K 2,200 -100 -4%
OC
248
Oakworth Capital
Alabama
$54K 1,894 – –
KBC Group
249
KBC Group
Belgium
$53K 1,852 +1,852 New
PHK
250
Point72 Hong Kong
Hong Kong
$52K 1,800 +1,800 New
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