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 $1.72B invested in Waddell & Reed Financial, Inc. in 2018 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 79 increasing their positions, 91 reducing their positions, and 24 closing their positions.

Holders
248
Holders Change
+9
Holders Change %
+3.77%
% of All Funds
5.68%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
34
Increased
79
Reduced
91
Closed
24
Calls
$3.44M
Puts
$1.19M
Net Calls
+$2.25M
Net Calls Change
+$1.22M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$34.2M
2
Wells Fargo
2
Wells Fargo
California
$24M
3
WI
3
WBI Investments
New Jersey
$9.42M
4
Brown Advisory
4
Brown Advisory
Maryland
$6.85M
5
GLA
5
Great Lakes Advisors
Illinois
$6.11M

Top Sellers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$4.72M
2
JIM
2
Jupiter Investment Management
United Kingdom
$7.86M
3
AAMU
3
Amundi Asset Management US
Massachusetts
$2.9M
4
TCIM
4
TIAA CREF Investment Management
New York
$3.46M
5
Millennium Management
5
Millennium Management
New York
$4.77M
Name Market Value Shares Shares
Change 		Shares
Change %
EWM
226
Edge Wealth Management
New York
$11K 500 – –
CAPTRUST Financial Advisors
227
CAPTRUST Financial Advisors
North Carolina
$11K 515 +515 New
PCG
228
Private Capital Group
Connecticut
$9K 469 – –
IA
229
IFP Advisors
Florida
$8K 397 – –
BFEC
230
Benjamin F. Edwards & Company
Missouri
$8K 390 – –
GAM
231
Gemmer Asset Management
California
$7K 315 – –
VNA
232
Valley National Advisers
Pennsylvania
$6K 271 -391 -59%
ASN
233
Advisory Services Network
Georgia
$6K 271 – –
DWA
234
Divergent Wealth Advisors
Utah
$5K 259 – –
WAM
235
Wealthspire Advisors (Maryland)
Maryland
$5K 243 +33 +16%
AF
236
Allworth Financial
California
$4K 200 – –
Bessemer Group
237
Bessemer Group
New Jersey
$4K 211 +66 +46%
BA
238
Ballew Advisors
Mississippi
$3K 149 +149 New
S
239
SignatureFD
Georgia
$2K 105 -60 -36%
TWA
240
TCI Wealth Advisors
Arizona
$2K 76 – –
CAW
241
Cornerstone Advisors (Washington)
Washington
$2K 115 – –
PFBT
242
Parkside Financial Bank & Trust
Missouri
$2K 81 +25 +45%
HNB
243
Huntington National Bank
Ohio
$2K 104 +104 New
CAG
244
Csenge Advisory Group
Florida
$2K 137 +137 New
PCP
245
Proficio Capital Partners
Massachusetts
$1K 27 – –
FGAM
246
Financial Gravity Asset Management
Texas
$1K 31 +2 +7%
TC
247
Truvestments Capital
Florida
$1K 30 +30 New
BPM
248
Bowling Portfolio Management
Ohio
– – -83,035 Closed
IP
249
Interval Partners
New York
– – -68,617 Closed
SSA
250
Schonfeld Strategic Advisors
New York
– – -55,200 Closed
7 8 9
10
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