WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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252 hedge funds and large institutions have $1.66B invested in Waddell & Reed Financial, Inc. in 2018 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 81 increasing their positions, 84 reducing their positions, and 17 closing their positions.

Holders
252
Holders Change
+17
Holders Change %
+7.23%
% of All Funds
5.78%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.07%
New
36
Increased
81
Reduced
84
Closed
17
Calls
$2.53M
Puts
$6.95M
Net Calls
-$4.42M
Net Calls Change
-$9.8M

Top Buyers

1
Man Group
1
Man Group
United Kingdom
$15M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$19.5M
3
Millennium Management
3
Millennium Management
New York
$14.3M
4
FP
4
Foundry Partners
Minnesota
$10.3M
5
Citigroup
5
Citigroup
New York
$11.1M

Top Sellers

1
BlackRock
1
BlackRock
New York
$202M
2
CC
2
Carlson Capital
Texas
$0
3
Norges Bank
3
Norges Bank
Norway
$17.1M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$33.7M
5
State Street
5
State Street
Massachusetts
$55.3M
Name Market Value Shares Shares
Change 		Shares
Change %
CPP
226
Crow Point Partners
Massachusetts
$30K 1,464 -4,809 -77%
BFC
227
Bedel Financial Consulting
Indiana
$30K 1,500 +1,500 New
PAI
228
Pittenger & Anderson Inc
Nebraska
$27K 1,356 – –
QCG
229
Quadrant Capital Group
Ohio
$25K 1,272 – –
DSC
230
Duncker Streett & Co
Missouri
$20K 1,000 – –
VIA
231
Vantage Investment Advisors
Pennsylvania
$20K 1,000 – –
PCM
232
Poehling Capital Management
Wisconsin
$13K 635 -2,775 -81%
EWM
233
Edge Wealth Management
New York
$10K 500 – –
GT
234
Glenmede Trust
Pennsylvania
$9K 416 – –
Envestnet Asset Management
235
Envestnet Asset Management
Illinois
$8K 411 -14 -3%
BFEC
236
Benjamin F. Edwards & Company
Missouri
$8K 390 – –
GAM
237
Gemmer Asset Management
California
$6K 315 – –
S
238
SignatureFD
Georgia
$6K 295 +295 New
ASN
239
Advisory Services Network
Georgia
$5K 271 – –
DWA
240
Divergent Wealth Advisors
Utah
$5K 259 +259 New
AF
241
Allworth Financial
California
$4K 200 – –
AWA
242
Acorn Wealth Advisors
Michigan
$4K 222 – –
WAM
243
Wealthspire Advisors (Maryland)
Maryland
$3K 145 – –
SIC
244
Salem Investment Counselors
North Carolina
$3K 174 – –
Bessemer Group
245
Bessemer Group
New Jersey
$3K 145 – –
CAW
246
Cornerstone Advisors (Washington)
Washington
$2K 115 – –
PCP
247
Proficio Capital Partners
Massachusetts
$1K 27 – –
PFBT
248
Parkside Financial Bank & Trust
Missouri
$1K 56 – –
MOS
249
MGO One Seven
Ohio
$1K 50 +50 New
CC
250
Carlson Capital
Texas
– – -492,611 Closed
7 8 9
10
11