WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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248 hedge funds and large institutions have $1.44B invested in Waddell & Reed Financial, Inc. in 2016 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 86 increasing their positions, 77 reducing their positions, and 33 closing their positions.

Holders
248
Holders Change
+11
Holders Change %
+4.64%
% of All Funds
6.21%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
49
Increased
86
Reduced
77
Closed
33
Calls
$8.74M
Puts
$5.31M
Net Calls
+$3.43M
Net Calls Change
+$2.34M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$56.6M
2
VBA
2
Van Berkom & Associates
Quebec, Canada
$31.1M
3
Capital World Investors
3
Capital World Investors
California
$14.2M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$61.4M
5
GF
5
Gabelli Funds
New York
$27.1M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$51.1M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$37.1M
3
ACM
3
Argent Capital Management
Missouri
$0
4
Millennium Management
4
Millennium Management
New York
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$9.69M
Name Market Value Shares Shares
Change 		Shares
Change %
PAI
226
Pittenger & Anderson Inc
Nebraska
$26K 1,356 – –
PCM
227
Penserra Capital Management
California
$26K 1,353 +181 +15%
BIG
228
Bellwether Investment Group
Tennessee
$26K 1,319 +1,319 New
Robeco Institutional Asset Management
229
Robeco Institutional Asset Management
Netherlands
$18K 958 – –
QCG
230
Quadrant Capital Group
Ohio
$16K 864 -144 -14%
EWM
231
Edge Wealth Management
New York
$10K 500 – –
BTIS
232
BB&T Investment Services
North Carolina
$10K 488 +488 New
TDC
233
Thompson Davis & Co
Virginia
$8K 426 – –
WCBA
234
Weaver C. Barksdale & Associates
Tennessee
$7K 364 +5 +1%
GAM
235
Gemmer Asset Management
California
$6K 284 -86 -23%
FNBT
236
FineMark National Bank & Trust
Florida
$6K 282 – –
LJHT
237
Laurie J. Hall Trustee
$5K 260 +260 New
AF
238
Allworth Financial
California
$4K 200 – –
FHA
239
First Horizon Advisors
Tennessee
$4K 251 – –
DADC
240
D.A. Davidson & Co
Montana
$4K 221 +136 +160%
SIC
241
Salem Investment Counselors
North Carolina
$3K 174 – –
PA
242
Parallel Advisors
California
$3K 150 +150 New
Citigroup
243
Citigroup
New York
$2K 127 -57,871 -100%
CAW
244
Cornerstone Advisors (Washington)
Washington
$2K 115 – –
PCP
245
Proficio Capital Partners
Massachusetts
$1K 52 +6 +13%
GT
246
Glenmede Trust
Pennsylvania
$1K 64 +39 +156%
ACM
247
Argent Capital Management
Missouri
– – -309,061 Closed
Millennium Management
248
Millennium Management
New York
– – -291,129 Closed
Citadel Advisors
249
Citadel Advisors
Florida
– – -151,397 Closed
HHC
250
Hutchin Hill Capital
New York
– – -68,500 Closed
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