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WDR

Waddell & Reed Financial, Inc.
WDR

Delisted

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

254 hedge funds and large institutions have $1.67B invested in Waddell & Reed Financial, Inc. in 2016 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 107 increasing their positions, 81 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

32% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 81

11% less funds holding

Funds holding: 285254 (-31)

18% less capital invested

Capital invested by funds: $2.04B → $1.67B (-$368M)

49% less call options, than puts

Call options by funds: $1.25M | Put options by funds: $2.46M

50% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 62

Holders
254
Holders Change
-31
Holders Change %
-10.88%
% of All Funds
6.77%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
31
Increased
107
Reduced
81
Closed
62
Calls
$1.25M
Puts
$2.46M
Net Calls
-$1.21M
Net Calls Change
+$2.15M
Name Holding Trade Value Shares
Change
Change in
Stake
PHK
226
Point72 Hong Kong
Hong Kong
$19K -$24.3K -1,000 -56%
Geode Capital Management
227
Geode Capital Management
Massachusetts
$18.3K -$1.03M -42,278 -5%
HNB
228
Huntington National Bank
Ohio
$14K -$2.79K -115 -29%
TDC
229
Thompson Davis & Co
Virginia
$12K
EWM
230
Edge Wealth Management
New York
$12K +$12.1K +500 New
PG
231
PEAK6 Group
Illinois
$12K +$12.8K +528 New
IA
232
IFP Advisors
Florida
$10K -$51.6K -2,123 -78%
FANJ
233
Financial Architects (New Jersey)
New Jersey
$10K +$10.1K +415 New
CCA
234
Checchi Capital Advisers
California
$9K +$9.5K +391 New
ASN
235
Advisory Services Network
Georgia
$8K -$1.65K -68 -16%
FNBT
236
FineMark National Bank & Trust
Florida
$7K -$5.49K -226 -44%
EFSCE
237
Enterprise Financial Services Corp (EFSC)
Missouri
$7K -$2.82K -116 -28%
AssetMark Inc
238
AssetMark Inc
California
$7K +$6.05K +249 +623%
Loomis, Sayles & Company
239
Loomis, Sayles & Company
Massachusetts
$6K -$11.1K -455 -63%
WCBA
240
Weaver C. Barksdale & Associates
Tennessee
$6K +$631 +26 +12%
BBHC
241
Brown Brothers Harriman & Co
New York
$5K
CAW
242
Cornerstone Advisors (Washington)
Washington
$5K
GAM
243
Gemmer Asset Management
California
$5K +$559 +23 +11%
MI
244
Markston International
New York
$3K
LJHT
245
Laurie J. Hall Trustee
$3K +$2.92K +120 New
WA
246
Winfield Associates
Ohio
$3K +$3.16K +130 New
N
247
Nuveen
North Carolina
$1.14K
UFA
248
US Financial Advisors
Massachusetts
$1K
ZB
249
Zions Bancorporation
Utah
$1K
PCM
250
Penserra Capital Management
California
$20 -$2.48K -102 -11%