WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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235 hedge funds and large institutions have $1.87B invested in Waddell & Reed Financial, Inc. in 2017 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 88 increasing their positions, 68 reducing their positions, and 21 closing their positions.

Holders
235
Holders Change
+18
Holders Change %
+8.29%
% of All Funds
5.34%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
40
Increased
88
Reduced
68
Closed
21
Calls
$7.13M
Puts
$1.75M
Net Calls
+$5.38M
Net Calls Change
+$3.49M

Top Buyers

1
Skandinaviska Enskilda Banken (SEB)
1
Skandinaviska Enskilda Banken (SEB)
Sweden
$45.2M
2
Citadel Advisors
2
Citadel Advisors
Florida
$25.6M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$18.4M
4
CEP
4
Chicago Equity Partners
Illinois
$11.3M
5
CC
5
Carlson Capital
Texas
$11M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$65K
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$46.4M
3
Invesco
3
Invesco
Georgia
$87.8M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$14.3M
5
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$39.5M
Name Market Value Shares Shares
Change 		Shares
Change %
WAM
226
Wealthspire Advisors (Maryland)
Maryland
$3K 145 +127 +706%
Bessemer Group
227
Bessemer Group
New Jersey
$3K 145 +145 New
TRCT
228
Tower Research Capital (TRC)
New York
$2K 100 -5,807 -98%
STA
229
Summit Trail Advisors
New York
$2K 80 +80 New
PCP
230
Proficio Capital Partners
Massachusetts
$1K 27 -10 -27%
PFBT
231
Parkside Financial Bank & Trust
Missouri
$1K 56 – –
FGC
232
Financial Gravity Companies
Texas
$1K 26 +26 New
Walleye Trading
233
Walleye Trading
New York
$899 40,229 +34,501 +602%
PCG
234
Private Capital Group
Connecticut
$1 67 +67 New
GXMC
235
Global X Management Company
New York
– – -501,623 Closed
PI
236
Putnam Investments
Massachusetts
– – -230,800 Closed
SCM
237
Sterneck Capital Management
Missouri
– – -202,076 Closed
EGM
238
Engineers Gate Manager
New York
– – -86,499 Closed
NFA
239
Nationwide Fund Advisors
Ohio
– – -79,937 Closed
DLHL
240
Donald L. Hagan LLC
Florida
– – -53,143 Closed
FA
241
FDx Advisors
Illinois
– – -40,701 Closed
JIM
242
Jensen Investment Management
Oregon
– – -30,540 Closed
AA
243
Ancora Advisors
Ohio
– – -25,000 Closed
OAM
244
Occidental Asset Management
California
– – -22,175 Closed
WI
245
WrapManager Inc
California
– – -17,624 Closed
N
246
Natixis
France
– – -14,003 Closed
GCP
247
GSA Capital Partners
United Kingdom
– – -13,434 Closed
Franklin Resources
248
Franklin Resources
California
– – -12,607 Closed
AIM
249
Advantage Investment Management
Iowa
– – -4,380 Closed
IUHSA
250
Itau Unibanco Holding S.A.
Brazil
– – -1,392 Closed
7 8 9
10
11